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Added to YB: 2025-09-12

Pitch date: 2025-06-30

FIX [neutral]

Comfort Systems USA, Inc.

+82.52%

current return

Author Info

No bio for this author

Company Info

Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Market Cap

$34.1B

Pitch Price

$530.62

Price Target

N/A

Dividend

0.25%

EV/EBITDA

23.70

P/E

41.03

EV/Sales

4.04

Sector

Construction and Engineering

Category

growth

Show full summary:
Renaissance Investment Management Large Cap Growth Strategy Portfolio Holding: Comfort Systems USA, Inc.

FIX (holding update): Solid Q results w/ accelerating organic revenue growth & margin expansion opportunities. Backlog growth accelerating, indicating sustainable momentum. Mgmt highlighted strong new biz pipeline, addressing industry concerns about slowing data center construction/service demand.

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