CARR

Comfort Systems USA (FIX) reported exceptional Q2 2026 results with EPS jumping 92% to $12.53 and revenues surpassing $3 billion for the first time. The company's record $14.06 billion backlog grew 73%, driven by strong demand from hyperscalers in data-center and AI infrastructure. With robust cash generation and planned modular capacity expansion, FIX demonstrates strong momentum compared to peers Carrier Global and AAON.

Carrier Global (CARR) has returned 4.8% year-to-date, outperforming the Construction sector average of -1%. The company holds a Zacks Rank #2 (Buy) with improved analyst sentiment, as consensus earnings estimates have risen 3.1% in the past quarter.

However, CARR underperforms its specific industry (Building Products - Air Conditioner and Heating), which has gained 16.1% year-to-date. Emcor Group (EME) is highlighted as another outperforming Construction stock with 24.6% returns and a Zacks Rank #1 (Strong Buy).