AI Data Center Buildout Boosts Comfort Systems, Vertiv, Sterling

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

Three US-listed companies that keep AI data centers running are reporting surging revenue and backlog as hyperscaler demand accelerates. Comfort Systems USA, which installs HVAC and electrical systems inside data centers, saw Q2 FY2026 revenue rise 50.3% to $3.27 billion and backlog nearly double to a record $14.06 billion. Vertiv Holdings, which makes power and cooling gear for AI servers, reported Q2 net sales up 24% to $3.274 billion and raised its full-year 2026 EPS guidance by 60% to $6.70 at the midpoint. Sterling Infrastructure, which does site development and electrical work for data-center campuses, delivered 90.1% revenue growth to $1.17 billion and a 116% backlog surge to $4.33 billion, with management raising FY2026 guidance to revenue of $4.00-$4.15 billion. All three companies cited intensifying demand from hyperscalers, with Sterling's CEO noting projects are now scoped to last up to 12 years.

Impact on stocks 3

Artificial Intelligence▲ · 3 stocks
Comfort Systems USA Inc
FIX
▲ PositiveDemandrelevance

Q2 revenue rose 50.3% to $3.27B and backlog nearly doubled to a record $14.06B on intensifying hyperscaler demand.

Vertiv Holdings Co
VRT
▲ PositiveDemandrelevance

Q2 net sales rose 24% to $3.274B and FY2026 EPS guidance was raised 60% on surging AI data-center demand.

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