In this article, we will be taking a look at the 11 Best Growth Stocks to Buy and Hold Forever.Global equities are likely to continue edging higher even as valuation concerns continue to arouse fear among investors. A survey by Bank of America of global fund managers indicates that most of them remain overweight equities. Likewise, opinions about growth have improved significantly, with only 16% of economists expecting the economy to weaken.The survey underscores the bullish thesis in the equity markets as ...

Key Takeaways Comfort Systems USA gains from booming AI-driven demand for precision cooling solutions. MasTec benefits from AI data center growth, electrification, and reshoring megatrends. GE Aerospace and Howmet Aerospace see strong defense demand and rising commercial travel.The artificial intelligence (AI)-driven, astonishing bull run of 2023 and 2024 has continued into 2025. The AI frenzy looks rock solid as hyperscalers are increasingly opting for data center installations to support the massive growt ...

Key Takeaways FIX backlog hit $8.12B in June 2025, up from $5.77B, driven by strong bookings and acquisitions.ACM backlog reached $24.59B, supported by the U.K., Canada and the Middle East infrastructure demand.FIX's 2025 EPS growth is projected at 52.4%, outpacing ACM's 15.9%, with ROE of 39.33% vs. 27.87%.Firms like Comfort Systems USA, Inc. (FIX) and AECOM (ACM) operate and compete in the large-scale engineering, contracting and building systems services market. Due to the robust market trends backed by ...

Key Takeaways Comfort Systems reported Q2 revenues of $2.17B, up 20% year over year, with EPS rising 75% to $6.53. Gross margins in mechanical services climbed to 22.9%, while service revenues grew 10% to 15% of total sales. Backlog surged 41% to $8.1B, driven by industrial and technology demand, especially data center projects. Comfort Systems USA, Inc. ((FIX) delivered a standout second-quarter 2025 performance, underscoring its strength in mechanical services and positioning as a long-term value creator. ...

Key Takeaways MTZ, FIX, TLN are poised to gain from AI-driven data center growth. FIX benefits from rising demand for precision HVAC systems in advanced data centers.TLN expands nuclear deal with Amazon to supply AWS centers with 1,920 MW of clean power.The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. The demand for data center capacity surged to manage and store the vast amount of cloud computing-based data. The AI infrastr ...

Key Takeaways Comfort Systems' Q2 revenues rose 20% to $2.2B, with adjusted EPS up 75% to $6.53.Industrial work made up 63% of revenues, while tech-driven projects climbed to 40%.Backlog reached $8.12B, up from $5.77B a year earlier, reflecting strong booking momentum.Comfort Systems USA, Inc. (FIX) continues to benefit from strong industrial and technology-driven construction demand. A record backlog and rising exposure to large-scale projects highlight the company’s ability to capture growth across critic ...

市场表现 - ClearBridge Select Strategy在2025年第二季度跑赢基准指数Russell 3000 受益于跨公司和行业的投资组合构建优势[1] - 标普500指数在2025年第二季度回报率达10.9% Russell 3000指数上涨11.0% 主要因关税暂停实施后风险偏好情绪回升[1] - Comfort Systems USA股价在52周内上涨100.62% 一个月回报率达9.93% 截至2025年9月10日收盘价为762.91美元 市值达269.17亿美元[2] 公司业务 - Comfort Systems USA主营机械和电气安装、翻新、维护、维修及更换服务[2] - 公司受益于AI热潮及相关基础设施投资增长 专门提供HVAC和电气系统安装维护服务[3] - Vertiv为数据中心运营提供关键电源和热管理系统 与Comfort Systems共同从AI基础设施投资中获益[3] 财务数据 - 公司2025年第二季度营收达22亿美元 较上年同期增长3.63亿美元 增幅达20%[4] - 对冲基金持仓数量从第一季度的48家增至第二季度的53家[4] 投资逻辑 - AI相关基础设施投资帮助抵消了周期性工业头寸的疲软 这些工业领域尚未出现显著的经济活动好转[3] - 尽管Comfort Systems展现投资潜力 但部分AI股票被认为具有更大上涨潜力和更低下行风险[4]

基金业绩表现 - TimesSquare Capital Management美国小盘成长策略基金2025年第二季度总回报率为11.28%（毛）和11.02%（净）[1] - 同期罗素2000成长指数回报率为11.97% 基金表现略低于基准指数0.69个百分点[1] - 当季全球经济活动指标推动股市实现两位数回报[1] Comfort Systems USA个股表现 - 单月回报率达9.02% 52周累计涨幅达121.85%[2] - 截至2025年9月10日收盘价为每股752.10美元 市值达265.35亿美元[2] - 当季股价因业绩超预期暴涨67%[3] 公司业务概况 - 提供机械和电气安装、翻新、维护、维修及更换服务[2][3] - 属于工业领域企业对企业运营服务提供商 提供关键基础设施服务[3] - 管理层在财报电话会议中谨慎管理预期 但连续多个季度超预期表现[3] 机构持仓与财务数据 - 对冲基金持仓数量从第一季度的48家增至第二季度的53家[4] - 2025年第二季度营收达22亿美元 较去年同期增长3.63亿美元[4] - 营收同比增长幅度达20%[4]

股价表现 - 过去六个月股价飙升118.6% 远超行业14.1%增长率和标普500指数17.7%涨幅 [1] - 显著跑赢同业公司：AAON下跌5.2% Watsco下跌20.5% EMCOR增长67.2% [5] 业务增长驱动 - 技术和工业市场需求强劲 工业客户贡献63%总收入 技术项目占比从31%提升至40% [6][7] - 数据中心等大型复杂项目成为关键增长源 工业客户对收入结构贡献显著 [6] - 服务收入在2025年第二季度增长超10% 占总收入15% 提供稳定现金流和盈利韧性 [12] 订单与业务可见性 - 截至2025年6月30日未完工订单达81.2亿美元创纪录 较去年同期57.7亿美元增长41% [10] - 同店订单增至79.3亿美元 年增超20亿美元 为2026年及以后提供稳定收入预期 [10] 战略收购与能力拓展 - 收购佛罗里达州Right Way Plumbing公司 预计年收入贡献6000-7000万美元 [14] - 通过并购扩展机械/电气/管道服务能力 增强医疗和机构项目等终端市场多样性 [13][14] - 模块化建造能力持续扩展 支持业务多元化发展 [2] 财务估值指标 - 当前远期市盈率31.02倍 高于EMCOR的23.8倍和Watsco的27.56倍 但低于AAON的42.46倍 [15][17] - 2025年每股收益预估21.82美元（年增49.5%）2026年预估23.69美元（年增8.6%） [18]

Renaissance Investment Management, an investment management company, released its Q2 2025 “Large Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. The stock market experienced significant volatility in the second quarter, and yet, the S&P 500 posted an all-time high by the end of June. The liberation day tariff announcement set off havoc in the market, causing stock prices to drop 7% from April 2 to April 7. However, the market rebounded and gained more than 22% from the Ap ...