
What smart money is saying about Comfort Systems USA
4 funds in our archive have pitched Comfort Systems USA — most recently Aristotle Large Cap Growth in December 2025.
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. It operates through two segments: Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. It also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of MEP systems in existing buildings. In addition, the company provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. It serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional MEP markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
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Position history
Between Q1 2025 and Q2 2026, 5 fund letters reported a position in Comfort Systems USA — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 1 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 2 moves
- ExitedClearBridge Investments SMID Cap Growth StrategyJune 2026
“We profitably exited the name during the quarter.”
Read the letterComfort Systems USA - AddedArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“and added to the position during the quarter.”
Read the letterComfort Systems USA - HoldsAve Maria FundsJune 2026
“Comfort Systems USA, Inc. provides mechanical and electrical contracting services.”
Read the letterComfort Systems USA - HoldsBuffalo Mid Cap Discovery FundMarch 2026
“Comfort Systems USA (FIX) was another top contributor with shares rising 48%.”
Read the letterComfort Systems USA - HoldsBrown Advisory Mid‑Cap GrowthMarch 2026
“Comfort Systems (FIX) rose after reporting a material earnings beat in February, supported by strong backlog growth and continued margin expansion.”
Read the letterComfort Systems USA
Fund coverage · 4 theses
- Aristotle Large Cap GrowthDecember 2025
Comfort Systems USA is a leading mechanical and electrical contractor with recurring revenues and CHIPS/IRA-driven exposure that justify a premium valuation.
Read the full thesis - Munro Global Growth Small Mid Cap FundJune 2025
Comfort Systems is a leading provider of MEP building systems in the US, poised for continued growth driven by strong construction demand and a skilled labor shortage, while maintaining a focus on profitability, employee retention, and successful acquisitions.
Read the full thesis - Brown Advisory US Mid Cap Growth FundJune 2025
Comfort Systems is a leading non-union MEP contracting firm in the U.S. that is poised for growth and higher margins due to a skilled labor shortage and strong demand in construction.
Read the full thesis - Polen US Smid Company GrowthMarch 2025
Comfort Systems is a leading mechanical, electrical, and plumbing provider with a strong track record in new construction and a mid-teens earnings growth outlook, primarily focused on commercial and industrial markets.
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