$FIX · Dividend Data · 2026-11-05
FIX是前五大买入标的，受益于AI数据中心建设需求：最近一个季度76.2%的业务来自新建项目，最近一个季度调整后每股收益增长68.61%，利润率扩大，自由现金流强劲。股息非常安全，股价较公允价值低40%，为三年来最便宜。
逐段跳播
那么，我今天要分享的第5只股票不是 AI 半导体公司。他们不设计芯片，甚至不生产芯片。他们是一家从 AI 数据中心建设中显著受益的公司，而现在他们出售股票的原因与这项业务有关。
这就是 Comfort Systems USA，股票代码是 FIX。
Then the stock number 5 that I will share today is not an AI semiconductor company. They don't design chips. They don't even produce chips. They are a company that has benefited significantly from the work of building AI data centers, and they are now selling shares for reasons related to that business.
This is Comfort Systems USA, whose ticker symbol is FIX.
他们的一大业务是暖通空调，他们正专注于帮助建设数据中心，因为那里有很多钱；他们很幸运拥有一支庞大的熟练劳动力队伍，而且多年来一直服务这个市场，现在需求突然比之前高得多。
One of their big businesses is HVAC and they are focusing on helping build data centers because that's where there's a lot of money; They are lucky that they have a large skilled workforce and they have been serving this market for years, now suddenly the demand for it is much higher than before.
所以，他们最近一个季度76.2%的业务与新建设有关，我会详细解释，但我先提一下，好让你明白这里发生了什么。FIX 股价过去五年上涨了890%。复合年增长率为58.21%。今天下跌11.54%，过去5天下跌27.21%，过去一个月下跌42.72%，过去6个月下跌50.12%，年初至今下跌2.23%。
So 76.2% of their work in the latest quarter was related to new construction and I will explain it in detail, but I just mention it so you understand what is happening here. FIX stock price has increased by 890% in the last 5 years.
This is a compound annual growth rate of 58.21%. Today it is down 11.54%, in the last 5 days it is down 27.21%, in the last month it is down 42.72% and in the last 6 months it is down 50.12%, year to date it is down 2.23%.
这是另一家实现了惊人增长的公司。最近一个季度调整后每股收益（EPS）同比增长68.61%，但过去5年每股收益增长了1,237%。对于一家历史上相当稳健的公司来说，这是74.46%的复合年增长率，其中很大一部分来自新建设收入，这些收入帮助建设 AI 数据中心。
This is another company that has seen incredible growth. Adjusted earnings per share (EPS) increased 68.61% year-over-year in the latest quarter, but earnings per share increased 1,237% over the past 5 years.
That's a 74.46% compound annual growth rate for a company that has historically been quite modest, and much of that is due to new construction revenue, which is helping to build AI data centers.
它过去5年增长了630%，而他们现在正帮助那些资金无限的公司建设巨型项目。公司的毛利率原本是17-18%，现在已经提高到24.8%，而净利率从5%提高到13%。这很能说明营收增长和盈利能力。
It has grown 630% in the last 5 years and they are now helping companies with unlimited funds build huge projects. The company's gross margin, which was 17-18%, has now increased to 24.8%, while the net margin has increased from 5% to 13%.
This says a lot about revenue growth as well as profitability.
这里你可以看到 FIX 自由现金流创造的快速增长，过去12个月为24.4亿美元，过去5年增长了1,446%，这是我看过的关于这家公司最喜欢的图表之一。
Here you can see the rapid growth in FIX's free cash flow generation , $2.44 billion in the last 12 months, up 1,446% over the last 5 years, and it's one of my favorite charts I've seen for this company.
股息大幅增加。他们每个季度都提高股息。股息率很小，派息率也相当低。派息率为4.32%。这是0.41%的前瞻股息率。所以，这笔股息非常安全。它在 dividenddata.com 上的股息安全性评分为“A”。
不过，这种股息增长并不常见。3年复合年增长率为58.74%。他们每个季度都以两位数的速度提高股息。
Dividends have increased significantly. They increase it every quarter. This is a small yield, and the payout ratio is also quite low. The payout ratio is 4.32%. This is a 0.41 % forward-looking dividend yield.
So, this dividend is incredibly safe. It has an 'A' score for dividend safety on dividenddata.com. However, this type of dividend growth is not common. The 3-year compound annual growth rate is 58.74%.
They are increasing dividends at a double-digit rate every quarter.
再说一次，用公允价值图或 dividenddata.com 来看，它目前处于过去三年最便宜的水平。这是基于过去 12 个月的调整后每股收益。它目前比公允价值低 40%。2025 年 3 月 10 日时它几乎也这么便宜。我想那是我第一次在这个频道讨论这只股票的时候。
And again, using the fair value graph or dividenddata.com, it is at its cheapest in the last 3 years. This is based on adjusted earnings per share for the past 12 months. It is currently 40% below fair value.
It was almost this cheap on March 10, 2025. I think that's when I first started discussing this stock on this channel.
我当时没有买这只股票。那是在 4 月关税下调期间。我做了一个类似的视频，标题是《4 月关税抛售期间最值得买入的五只股票》。它就是其中之一。我没有买。我大概率本该买它的，因为尽管最近价格下跌，它自那以来已经上涨了 179%。
I didn't buy this stock then. This was during the April tariff reduction. I made a video like this , titled "The Top Five Stocks to Buy During the April Tariff Sale-Off." This was one of them.
I didn't buy it. I probably should have bought it , because despite the recent price drop, it has risen 179% since then.