Can Modular Expansion Drive Comfort Systems' Next Growth Phase?
Key Takeaways Comfort Systems' modular operations contributed about 18% of total revenues in the first half of 2025.The company plans to expand modular capacity from 2.7M to nearly 3M square feet by early 2026.Automation and productivity upgrades aim to boost cost efficiency and project execution speed.Comfort Systems USA, Inc. (FIX) continues to advance its modular construction business, which is emerging as a major contributor to growth and profitability. In the first half of 2025, modular operations acco ...