News

KBR's Live Oak e-NG FEED award expands its low-carbon pipeline, adding exposure to hydrogen, synthetic fuels and decarbonization projects.

AGX's Q2 earnings outlook points to growth from data centers, infrastructure and industrial demand, despite project timing risks.

ROAD's Oklahoma deal adds asphalt supply and hauling assets, with plans for a future terminal serving Oklahoma and North Texas.

Comfort Systems (FIX) possesses solid growth attributes, which could help it handily outperform the market.

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

Comfort Systems (FIX) closed the most recent trading day at $1, moving 5.96% from the previous trading session.

KBR deepens its U.K. government role with a Ministry of Justice contract to modernize facilities management across the prison and probation estate.

The average brokerage recommendation (ABR) for Comfort Systems (FIX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Carrier Global (CARR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

FIX's Electrical revenues surge 81.2% in Q2, fueled by data-center demand and acquisitions, while Mechanical grows 40.2%.

Comfort Systems has comfortably outpaced the broader market over the past year, and Wall Street remains strongly bullish on the company’s growth prospects and the stock’s outlook.

LifeStance Health, NVIDIA, Valero, Comfort and National Vision have been highlighted in this Screen of The Week article.

An $11.5 billion ETF is quietly betting on the contractors physically building America's data center surge, but a brutal week of double-digit losses raises a pointed question: valuation flush or the first crack in a booming backlog story?

Low-leverage stocks like NVIDIA and Valero Energy could offer investors resilience amid market volatility and uncertainty.

Sterling Infrastructure (STRL) is back in focus after fresh research compared it with both Babcock International Group and Comfort Systems USA, highlighting how investors may weigh earnings momentum, valuation and exposure to AI related infrastructure spending. See our latest analysis for Sterling Infrastructure. Sterling Infrastructure’s share price has retreated sharply in recent weeks, with a 30-day share price return down 26.41% and a 90-day share price return down 37.81%, even though the...

KBR expands its SAF footprint with a Kazakhstan deal to license PureSAF technology for the country's first sustainable aviation fuel plant.

Comfort Systems, Piper Sandler, and FTAI Aviation posted strong Q2 2026 results outside the tech sector, with revenue growth, margin gains, and rising analyst price targets.

Comfort Systems USA has already delivered a very large 5 year return, yet its current checks still suggest the stock trades below an estimate of intrinsic value. Both the Discounted Cash Flow (DCF) intrinsic value estimate and the market based multiples currently point to the stock as undervalued, even after this strong run. Over 5 years, Comfort Systems USA has returned about 21x, which puts recent share price volatility in the context of a long and very strong compounding period. Heavy...

Comfort Systems USA (FIX) has drawn fresh attention after recent trading, with the stock down around 3% in the latest session and lower over the past week and month. See our latest analysis for Comfort Systems USA. The recent pullback in Comfort Systems USA’s share price, with declines over the past week and quarter, comes after a strong run that has lifted its year to date share price return to 60.39% and its 1 year total shareholder return to 133.37%. This points to cooling momentum after a...

STRL or FIX: Which AI infrastructure stock offers the stronger mix of growth, backlog, cash flow and valuation for investors?

PWR and FIX post strong Q2 results, rising backlogs and higher 2026 guidance, pointing to further short-term upside.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Comfort Systems, Carrier Global and SPX Technologies have been highlighted in this Industry Outlook article.

Stocks like FIX, CARR and SPXC are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.

Data center construction delays are boosting Comfort Systems USA, EMCOR Group, and Sterling Infrastructure, which posted record backlogs and raised guidance in Q2 2026 earnings.

FIX's record backlog, technology demand and Modular expansion support strong growth, but tougher comparisons may slow momentum.

EME's AI-driven infrastructure demand, record backlog and raised 2026 guidance could extend its growth streak.

Here is how Comfort Systems (FIX) and United Rentals (URI) have performed compared to their sector so far this year.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

The past six months have been a windfall for Comfort Systems’s shareholders. The company’s stock price has jumped 42.5%, hitting $1,881 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.