Comfort Systems USA (FIX) reported a 50.3% year-over-year revenue increase to $3.27 billion in Q2, with a record backlog of $14.06 billion. Vertiv Holdings (VRT) saw a 24% year-over-year increase in net sales to $3.274 billion in Q2 and raised its full-year adjusted diluted EPS guidance by 60%. Sterling Infrastructure (STRL) reported a 90.1% year-over-year revenue increase to $1.17 billion in Q2, with its backlog growing 116% to $4.33 billion. All three companies have benefited from strong demand for power, cooling, and infrastructure construction from hyperscale data centers, with their stock prices up over 43% year-to-date as of September 1.