Comfort Systems USA Reports Record Backlog and Growth Outlook

Comfort Systems USA reported a record backlog of $17.81 billion at the end of September 2026, up approximately 90% year over year, amid strong demand for mechanical, electrical, and plumbing services, especially in data centers and modular construction. Management expects same-store revenue growth in the mid-20% range in 2027, supported by project execution and strategic acquisitions. The company plans to expand modular construction capacity to more than 4 million square feet by the end of 2026 and nearly 6 million by the end of 2027.