Question · Q3 2025
Brent Edward Thielman asked about the sustainability of Comfort Systems USA's growth outside of modular, particularly concerning industry labor constraints. He questioned the criticality of internal recruiting and hiring efforts versus larger job values, and if there's any slowdown in attracting new talent. He also inquired if the 3 million square feet of modular space expected by early 2026 is already sold out or anticipated to be soon, and sought clarification on whether the $15.5 million revenue write-up was entirely within the mechanical segment.
Answer
President and CEO Brian Lane emphasized that internal recruiting, fair treatment, good pay, and benefits, along with ample work, attract talent. He highlighted continuous training, productivity improvements, and strategic job selection as key enablers. COO Trent McKenna confirmed that the 3 million square feet of modular space is effectively sold out. CFO Bill George clarified that the $15.5 million write-up was in the electrical segment, and while it was the largest single discrete development, favorable closeouts occurred in both segments, contributing to a strong quarter.