Earlier in 2026, Comfort Systems USA completed a long-running buyback program dating back to 2007 while reporting first-quarter results that exceeded expectations, powered by intense demand for hyperscale data center and modular infrastructure projects. This combination of a full-year revenue-equivalent backlog and long-term share repurchases highlights how the company has been aligning capital deployment with surging AI-driven data center construction. We’ll now examine how this data...