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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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Comfort Systems USA is a top specialty contractor benefiting from re-shoring, with a record $6.9B backlog and strong sector demand. Modular construction and tech sector exposure drive higher margins and growth, giving Comfort a clear edge over peers like EMCOR and APi. Financials are robust: Q1 2025 saw record earnings, expanding margins, and a strong balance sheet, supporting continued dividend and buyback growth.
