From Yahoo Finance: 2025-05-05 10:38:00

Comfort Systems USA (NYSE: FIX) saw a 23.3% jump in shares in April. First-quarter earnings alleviated concerns of a growth slowdown. The company reported a backlog of $6.9 billion, up from nearly $6 billion in 2024. Technology spending, including data centers and semiconductor plants, rose 30% year-over-year, comprising 37% of total revenue.

Wall Street anticipates double-digit revenue growth in 2025 for Comfort Systems. The potential reshoring of manufacturing to the U.S. presents a long-term growth opportunity. Despite concerns about a possible economic slowdown, investing in facilities could benefit the company if President Trump revives the U.S. industrial base.



Read more at Yahoo Finance: Here’s Why Comfort Systems Soared More Than 23% in April and Is Set to Be a Winner in Trump’s Presidency