Key Takeaways FIX generated 18% of 2025 revenue from modular construction, creating scalable base tied to data centers.FIX plans to expand modular space from 3M to 4M sq ft by 2026 with new Texas & North Carolina facilities.FIX modular bookings may convert slowly as projects extend into 2027-2028, lengthening backlog duration.Comfort Systems USA, Inc. (FIX) is operating in a favorable spot in the data center build cycle. As a late-stage partner on large projects, it can benefit from work that often carries ...