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FIX vs FLR
Which Stock Would AI Choose? Comfort Systems USA (FIX) vs. Fluor Corporation (FLR) Stock Comparison
Key Takeaways
- FIX has delivered exceptional revenue and earnings growth driven by surging data center and AI infrastructure demand, with its backlog nearly doubling year-over-year to approximately $14 billion in the most recent quarter.
- FLR holds a much larger backlog at $25.5 billion but has faced significant headwinds, including a $643 million adverse legal ruling, project cost overruns, and an analyst downgrade cycle that has pressured sentiment.
- FIX stock has dramatically outperformed FLR over the past year, rising more than 200% from its 52-week low, while FLR declined roughly 20% in 2025 before staging a partial recovery in 2026.
- FLR benefits from a major catalyst in the ongoing monetization of its NuScale Power stake, which has already generated approximately $2 billion in proceeds and could unlock further shareholder value.
- FIX commands a premium valuation with a forward P/E (price-to-earnings) ratio above 30, reflecting its high-growth profile, while FLR trades at a more modest valuation, reflecting its turnaround narrative and execution uncertainty.
- Both companies operate in the engineering and construction sector, but their diverging trajectories make this comparison a study in growth versus value recovery.
Introduction
The engineering and construction sector has become a focal point for investors seeking exposure to infrastructure spending, energy transition projects, and the artificial intelligence build-out. Two prominent names — FIX (Comfort Systems USA) and FLR (Fluor Corporation) — offer contrasting investment profiles despite operating within overlapping industrial markets. FIX has emerged as a high-growth specialist riding the data center construction wave, while FLR represents a diversified global EPC (Engineering, Procurement, and Construction) giant navigating a complex turnaround. This stock comparison examines how these two companies stack up across growth, risk, and market positioning dimensions — providing actionable context for investors evaluating relative performance in today's market environment.
FIX Overview and Recent Performance
FIX (Comfort Systems USA) is a leading provider of commercial, industrial, and institutional HVAC (heating, ventilation, and air conditioning) and electrical contracting services, operating across 190 locations in 142 cities nationwide. The company has been one of the standout performers in the industrials space, fueled by extraordinary demand from data center and semiconductor construction — sectors that now represent approximately 56% of its revenue mix. In its most recently reported quarter, FIX posted earnings per share of $12.53, handily beating consensus estimates by more than $2.00, while revenue surged over 50% year-over-year to $3.27 billion. The company's backlog reached a record $14.06 billion, nearly double the prior-year figure, underscoring sustained demand from hyperscale and AI-driven infrastructure projects.
Over recent weeks, FIX shares have experienced some volatility despite strong fundamental results. After reaching a 52-week high above $2,070 in mid-2026, the stock pulled back as management's forward guidance implied a deceleration in same-store revenue growth toward the mid-to-high 30% range — still robust by any measure but a moderation from the 47% pace achieved in the first half of the year. Wall Street analysts remain broadly constructive, with a consensus "Moderate Buy" rating and an average 12-month price target above $2,000. Key risks include valuation sensitivity, given a forward P/E ratio above 30, and the potential for decelerating growth as year-over-year comparisons become more demanding.
FLR Overview and Recent Performance
FLR (Fluor Corporation) is a global engineering and construction firm with operations spanning three segments: Urban Solutions, Energy Solutions, and Mission Solutions. The company provides integrated EPC and project management services across energy, chemicals, mining, infrastructure, and government markets. Full-year 2025 was a challenging period for FLR, as the company reported a GAAP (Generally Accepted Accounting Principles) net loss of $51 million and an operating cash outflow of $387 million. These results reflected a $643 million adverse ruling related to the completed Santos project in Australia, along with cost overruns and scheduling delays on several large infrastructure projects. The company's backlog stood at $25.5 billion at year-end, with 81% classified as reimbursable — providing a degree of risk mitigation compared to fixed-price contracts.
A significant bright spot for FLR has been the ongoing monetization of its stake in NuScale Power, a developer of small modular nuclear reactors. The company received $605 million in proceeds during 2025 and an additional $1.35 billion in early 2026, with full monetization expected by mid-2026. FLR has deployed capital aggressively toward share repurchases, buying back $754 million in stock during 2025 and planning $1.4 billion in repurchases for 2026. The stock has rebounded roughly 30% in 2026 after declining approximately 20% in 2025, though recent quarterly results again missed expectations — with EPS of $0.14 falling well short of the $0.66 consensus. Analyst sentiment is mixed, with a consensus "Hold" rating and price targets ranging from $40 to $64, reflecting divergent views on the pace and durability of the company's turnaround.
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Head-to-Head Comparison
The contrast between FIX and FLR is stark and instructive. In terms of business model, FIX is a specialized mechanical and electrical contractor with deep concentration in the technology sector, deriving over half its revenue from data centers and semiconductor facilities. FLR, by contrast, is a diversified EPC giant with exposure to multiple end markets, including energy, infrastructure, and government services. This divergence explains much of the performance gap: FIX benefits from a concentrated, high-growth tailwind in AI infrastructure, while FLR's diversified portfolio includes legacy projects that have weighed on margins and triggered legal and execution-related setbacks.
On growth and momentum, FIX holds a clear advantage. Revenue expanded at an annual pace exceeding 40% in recent quarters, and backlog growth has been explosive, reflecting persistent demand and pricing power. FLR's revenue contracted in 2025, and new awards of $12 billion were down from $15.1 billion in the prior year, though management has expressed confidence in securing significant EPC awards in 2026 and 2027. From a risk perspective, FIX faces concentration risk — should data center spending slow, the impact would be pronounced — while FLR contends with execution risk on large projects, legal liabilities, and the unpredictability of GAAP earnings tied to NuScale's fair value fluctuations. On market sentiment, FIX commands premium multiples that leave little room for disappointment, while FLR's more compressed valuation suggests the market has already priced in considerable uncertainty, potentially limiting downside.
Tickeron AI Verdict
Based on observable trend consistency, momentum signals, and relative positioning, Tickeron's AI-driven analytical framework would likely favor FIX over FLR in the current market environment. FIX exhibits stronger and more consistent earnings momentum, with a pattern of exceeding consensus estimates by wide margins and a backlog trajectory that provides high visibility into future revenue. The company's operating metrics — including an ROE (Return on Equity) above 50% and expanding gross margins — reflect a business firing on all cylinders. FLR, while possessing a larger absolute backlog and an attractive capital-return catalyst through NuScale monetization, continues to face inconsistent execution and mixed quarterly results that introduce uncertainty into trend-following models. That said, FLR's valuation discount and potential for positive catalysts — including large new EPC awards and completion of the NuScale divestiture — mean the stock could warrant attention from contrarian and value-oriented strategies. The AI verdict reflects a probabilistic assessment of trend quality and stability rather than a definitive prediction, and each investor's time horizon and risk tolerance will shape how these two distinct profiles are weighed.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIX is a Buy and FLR is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FIX’s FA Score shows that 3 FA rating(s) are green whileFLR’s FA Score has 1 green FA rating(s).
- FIX’s FA Score: 3 green, 2 red.
- FLR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FIX’s TA Score shows that 3 TA indicator(s) are bullish while FLR’s TA Score has 5 bullish TA indicator(s).
- FIX’s TA Score: 3 bullish, 6 bearish.
- FLR’s TA Score: 5 bullish, 4 bearish.
Price Growth
FIX (@Engineering & Construction) experienced а +1.07% price change this week, while FLR (@Engineering & Construction) price change was +4.47% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -3.15%. For the same industry, the average monthly price growth was -12.81%, and the average quarterly price growth was -3.48%.
Reported Earning Dates
FIX is expected to report earnings on Oct 22, 2026.
FLR is expected to report earnings on Aug 07, 2026.
Industries' Descriptions
@Engineering & Construction (-3.15% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
| FIX | FLR | FIX / FLR | |
| Capitalization | 60.9B | 7.22B | 843% |
| EBITDA | 1.72B | -206M | -836% |
| Gain YTD | 85.580 | 30.457 | 281% |
| P/E Ratio | 42.59 | 23.61 | 180% |
| Revenue | 10.1B | 15.2B | 66% |
| Total Cash | 1.05B | 3.67B | 29% |
| Total Debt | 339M | 1.07B | 32% |
FIX | FLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 84 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 42 | |
SMR RATING 1..100 | 19 | 69 | |
PRICE GROWTH RATING 1..100 | 37 | 50 | |
P/E GROWTH RATING 1..100 | 20 | 5 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FLR's Valuation (67) in the Engineering And Construction industry is in the same range as FIX (84). This means that FLR’s stock grew similarly to FIX’s over the last 12 months.
FIX's Profit vs Risk Rating (4) in the Engineering And Construction industry is somewhat better than the same rating for FLR (42). This means that FIX’s stock grew somewhat faster than FLR’s over the last 12 months.
FIX's SMR Rating (19) in the Engineering And Construction industry is somewhat better than the same rating for FLR (69). This means that FIX’s stock grew somewhat faster than FLR’s over the last 12 months.
FIX's Price Growth Rating (37) in the Engineering And Construction industry is in the same range as FLR (50). This means that FIX’s stock grew similarly to FLR’s over the last 12 months.
FLR's P/E Growth Rating (5) in the Engineering And Construction industry is in the same range as FIX (20). This means that FLR’s stock grew similarly to FIX’s over the last 12 months.
| FIX | FLR | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 70% |
| Stochastic ODDS (%) | 4 days ago 61% | 4 days ago 70% |
| Momentum ODDS (%) | 4 days ago 65% | 4 days ago 80% |
| MACD ODDS (%) | 4 days ago 90% | 4 days ago 76% |
| TrendWeek ODDS (%) | 4 days ago 82% | 4 days ago 79% |
| TrendMonth ODDS (%) | 4 days ago 67% | 4 days ago 61% |
| Advances ODDS (%) | 5 days ago 80% | 5 days ago 76% |
| Declines ODDS (%) | 11 days ago 66% | 11 days ago 64% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 72% |
| Aroon ODDS (%) | 4 days ago 71% | 4 days ago 80% |
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FIX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FIX has been closely correlated with EME. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIX jumps, then EME could also see price increases.
FLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FLR has been loosely correlated with MTZ. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if FLR jumps, then MTZ could also see price increases.