Comfort Systems USA posts 56.5% revenue growth in Q1 2026, boosted by AI data center demand.

Comfort Systems USA reported a 56.5% year-over-year revenue increase in Q1 2026, driven by strong electrical and mechanical segment performance. The company benefits from robust demand, a record backlog, and growth in AI infrastructure projects, supporting double-digit revenue growth through FY26. Focus remains on operational efficiency to enhance profitability. The stock trades at a forward P/E of 42.37, reflecting confidence in sustained earnings and long-term growth.