Why read this report?

研报英文原文证据摘录

Why read this report?

uture phases was cUSD6.5bn, with visibility for

(STRL) E-Infrastructure exceeding USD5bn. Sterling is tripling its modular build capacity through a new world-class manufacturing site to mitigate field labor constraints.

EMCOR Group EMCOR reported strong Q1 2026 revenue growth driven by network and communications demand, with its Electrical and Mechanical Construction segments

(EME) growing by 33.1% and 28.9%, respectively. Remaining Performance Obligations (RPOs) surged to USD15.62bn in 1Q26, representing a 32.9% year-over-

year increase, driven by unprecedented AI and cloud infrastructure demand. EMCOR is heavily leveraging liquid cooling advancements, prefabrication, and

virtual design to address complex, high-density AI data centre builds.

Comfort Systems Advanced technology, dominated by data centre work, has increased to represent 56% of Comfort Systems' total revenue, contributing to a record backlog

(FIX) of USD12.5bn in Q1 2026. The company is expanding its modular fabrication footprint, purchasing a large Texas assembly building with the goal of reaching

4m square feet of modular capacity by the end of 2026. Comfort Systems views the current data centre market as a supply issue rather than a demand issue,

noting they could take on more work if they had the capacity.

Legence (LGN) Legence's data centre and technology end market experienced approximately 30% organic growth, serving as the main backlog driver for its Installation &

Maintenance segment. The company has extensive visibility into fabrication orders extending as far as Q4 2028, operating on 1.3m square feet of fabrication

capacity focused on technical cooling systems. The acquisition of Bowers expanded Legence's mechanical presence in the Virginia region and diversified its