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Electrical and Data Center Demand Power Comfort Systems’ (FIX) Standout Quarter

Comfort Systems USA, Inc. (NYSE:FIX) is included among the 20 Best Performing Dividend Stocks in 2025.

Comfort Systems USA, Inc. (NYSE:FIX)’s third quarter stood out in a way that is hard to miss. Same-store revenue rose 33%. Margins moved higher. Earnings per share more than doubled from a year ago. Free cash flow for the quarter came in above $500 million, a level that reshapes expectations for the business.

CFO William George said revenue reached $2.5 billion, an increase of $639 million from last year. The electric segment drove much of that growth, with revenue up 71%, while mechanical revenue climbed 26%. He also noted that the company crossed an important milestone, generating more than $400 million in quarterly EBITDA for the first time. That figure was up 74% from the same quarter a year earlier.

The results reflect where the company has been focusing its efforts. Comfort Systems USA, Inc. (NYSE:FIX) works across mechanical, electrical, and plumbing services for commercial, institutional, and industrial customers. Its scope runs from designing and installing HVAC systems to maintenance work, electrical projects, and modular or off-site construction. Many of its projects involve large data centers, hospitals, schools, and manufacturing plants.

Over the past few years, management has emphasized a small number of priorities and stayed consistent. Operational execution remains a core focus. Building and keeping a skilled workforce has become just as critical. The company continues to adopt new construction methods, including modular building, to improve efficiency on complex projects.

Growth has also come from diversification. Comfort Systems USA, Inc. (NYSE:FIX) has expanded its exposure to faster-growing end markets like advanced technology and healthcare. Acquisitions remain part of the playbook, but they are approached with discipline, aimed at adding capabilities and reach without sacrificing margins or control.

While we acknowledge the potential of FIX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FIX and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 14 Best Pharma Dividend Stocks to Buy in 2026 and 14 Best Dividend Aristocrats to Invest in Heading into 2026.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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