The Federal Reserve’s interest rate cuts and increased public spending are benefiting US infrastructure companies like Comfort Systems USA (FIX) and Quanta Services, Inc. (PWR). The demand for AI-related products and services is driving growth in these firms.

Comfort Systems is seeing strong demand from the Technology sector, with a record backlog of $9.38 billion. FIX is focusing on industrial and institutional markets, with a backlog extending into 2026-2027.

Quanta is capitalizing on electric transmission and grid modernization trends, with a record backlog of $39.2 billion. PWR’s self-perform model has driven margin expansion and free cash flow growth.

FIX stock offers growth with a discounted valuation, while PWR stock offers stable multi-year visibility with a premium valuation. FIX’s EPS estimate indicates 80.2% growth for 2025, while PWR’s estimate shows an 18.1% improvement.

Comfort Systems’ ROE of 43.6% exceeds Quanta’s average, highlighting its efficiency in generating shareholder returns. FIX’s strong execution and profitability make it a better investment option than PWR.

An under-the-radar chipmaker is poised to benefit from the data center market’s growth. Specializing in products that giants like NVIDIA don’t build, this company is entering the spotlight for potential investment opportunities.

Read more at Nasdaq: Comfort Systems vs. Quanta: Which Infrastructure Stock to Buy Now?