Can Comfort Systems Sustain Growth as Data Center Demand Surges?

Key Takeaways FIX posted Q1 EPS of $4.75, up 75% year over year, with revenues rising 19% to $1.83 billion. Data center and semiconductor projects drove 37% of revenues, up from 30% a year ago. FIX backlog hit a record $6.9B, with strong same-store growth and robust mechanical and electrical bookings.Comfort Systems USA (FIX) is riding a powerful wave of demand for data-center infrastructure, and its first-quarter 2025 results underscore that momentum. The company reported record earnings per share of $4. ...