Key Takeaways FIX benefits from surging data center activity, with Technology now driving 42% of total revenues.Comfort Systems posted a record $9.38B backlog, increasingly weighted toward large, complex projects.Carrier faces residential HVAC weakness despite strength in commercial systems and global data centers.The United States HVAC (heating, ventilation and air conditioning) market is experiencing strong multi-year growth, driven by rising energy efficiency demands, the adoption of smart technology, co ...