Comfort Systems USA: Strong Execution And Backlog Visibility Keeps The Buy Case Intact
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Research Wise1.1K FollowersFollow5ShareSavePlay(11min)Comments(4)SummaryComfort Systems USA delivered a record Q3 2025, with revenue up 35.2% and adjusted EPS more than doubling to $8.25.FIX's $9.4B backlog, robust demand in technology and manufacturing, and recent acquisitions underpin strong double-digit topline growth visibility through FY26.Margins expected to remain strong with a high-margin project mix and strong execution.I maintain a Buy rating on FIX, citing premium but justified valuation, secular tailwinds, and sustained operational momentum. eyesfoto/E+ via Getty Images The Thesis Following a decent first half of 2025, the leading industrial infrastructure player Comfort Systems USA, Inc. (FIX) entered the second half, reporting another robust quarter with strong expansion across the topThis article was written byResearch Wise1.1K FollowersFollowAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better. This focus on both looking at the numbers and explaining things reflects my dedication to both understanding and explaining the details of the financial world.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.