Comfort Systems Doubles Profits on Data Center Boom

Comfort Systems USA posts record Q4 and full-year 2025 results, with Q4 revenue surging 42% to $2.6 billion and EPS jumping 129% to $9.37. Gross margins hit 25.5% in the quarter and 24.1% for the year, fueled by efficient operations and prefabrication. Backlog doubles to $12 billion from $6 billion, driven by data center demand. Institutional interest spikes with nearly 1,100 13F filings in Q4. Read more about this...