Morningstar
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Nov 04, 2026
Comfort Systems USA, Inc.: Specialty Contractors Sell Off as Democratic Sweep Raises Uncertainty Around Data Center Investment
Summary
Comfort Systems is a mechanical, electrical, and plumbing contractor with significant exposure to the AI infrastructure buildout, with data centers and semiconductor projects accounting for over half of its sales today. It reports in two segments, mechanical (HVAC, plumbing, and
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