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Comfort Systems USA, Inc. (FIX) reported that modular operations contributed 17% of its total revenues in the first nine months of 2025, driven by demand from technology and industrial sectors. The company aims to expand its modular capacity to nearly 3 million square feet by early 2026, supported by a record backlog of $9.38 billion as of September 30, 2025, reflecting year-over-year increases of 65.1%.
In Q3 2025, Sterling Infrastructure, Inc. (STRL) reported a 125% increase in data center revenues, while Quanta Services, Inc. (PWR) continues to secure large contracts in electric power and communication projects. Both companies are positioned to capitalize on rising data center construction and related infrastructure investments.
Comfort Systems’ shares have risen 36% in the past three months, currently trading at a forward P/E ratio of 31.78. Earnings estimates for 2025 and 2026 have improved to $26.31 and $30.61 per share, indicating year-over-year growth of 80.2% and 16.4%, respectively.
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