Comfort Systems USA delivered fourth-quarter revenue of $2.65 billion, up 41.7% from $1.87 billion in Q4 2024, reflecting robust demand across its public infrastructure and data center service lines. The company easily surpassed its internal targets and outperformed the broader construction services industry growth rate during the period.

The exceptional revenue growth and record performance have fueled investor calls for a share split to improve trading liquidity and make the stock more accessible to retail and institutional buyers. Management is weighing the benefits of a split as part of its ongoing capital allocation and shareholder value strategy.