Mechanical and Electrical Contracting

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FIX's M&A Discipline Holds Firm: Can it Fuel Long-Term Growth?
ZACKS· 2025-07-09 15:31
Key Takeaways FIX acquired Century Contractors in Q1 2025, adding $90M in expected annual revenues. The company ended Q1 with $130M in net cash after buybacks and earn-out payments. FIX's $6.9B backlog and strategic acquisition strategy support its long-term growth focus.Comfort Systems USA, Inc. ((FIX) continues to maintain a disciplined but active approach to acquisitions in 2025, supported by a strong balance sheet. While recent deal activity has moderated compared with prior years, the company remains ...
Tariffs and Tech: How Exposed Is Comfort Systems' Project Pipeline?
ZACKS· 2025-07-03 16:50
Key Takeaways FIX saw 37% of Q1 2025 revenue from advanced tech builds, exposing it to tariff-driven cost pressures. Project pricing is mostly locked in early, and supplier hikes have stayed within typical ranges so far. FIX's $6.9B backlog reflects strong demand in tech and institutional markets into 2026.As tariff headlines rattle the construction and tech sectors, Comfort Systems USA (FIX) finds itself at the intersection of both. With 37% of its first-quarter 2025 revenue tied to advanced tech project ...
Here's Why Comfort Systems Soared More Than 23% in April and Is Set to Be a Winner in Trump's Presidency
The Motley Fool· 2025-05-05 14:38
Shares in Comfort Systems USA (FIX 0.72%) soared by 23.3% in April, according to data provided by S&P Global Market Intelligence. The move comes as the company's first-quarter earnings allayed fears that its growth was set to slow and leave its valuation exposed.A winner under BidenComfort Systems is a mechanical and electrical contractor. Slightly more than three-quarters of its revenue comes from the mechanical side (heating, ventilation, air conditioning, plumbing, piping, controls, etc.) and the rest fr ...