Company profiles · Reshoring, Industrials & Semis

Comfort Systems USA (FIX): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERSATELLITE TIER
Price · Aug 28, 2026 close$1,518.73
Market cap$53.4B
52-wk range670.19–2073.99

Why it’s on the map

Mechanical/electrical contractor, 100% US — literally builds the factories. Revenue +46% YoY.

Government money & contracts

None.

Customers & commercial

Industrial/data-center owners.

Catalysts

Backlog.

Risk

Labor; crowded trade (27% off high).

Tariff durability

Fundamentals.