• The company's final market and its backlog continue to grow.

• Spending in data centers and semiconductor manufacturing plants remains robust.

• Replacing manufacturing in the United States will greatly benefit the comfort system.

share American Comfort System (NYSE: Repair) April soared 23.3%, according to data provided by Standard & Poor’s Global Market Intelligence. The move comes as the company's first-quarter revenue eased concerns about its slowdown in growth and exposed valuations.

Comfort systems are mechanical and electrical contractors. More than three-quarters of its revenue comes from the mechanical side (heating, ventilation, air conditioning, piping, piping, control, etc.), and the rest comes from the electrical (installation and repair of electrical systems).

Where to invest $1,000 now? Our team of analysts just revealed what they think is 10 Best Stocks Buy it now. continue"

The following chart illustrates its thriving stock price (an incredible 1,250%). As shown below, this is a boom in U.S. investment in manufacturing and non-residential construction spending, which is due to the combination of pandemic, infrastructure spending, CHIPS ACT and Tory growth in data centers to support the growth of artificial intelligence (AI) applications.

There are concerns that this emerging growth will start to slow in 2025. However, the company's first-quarter earnings released in late April helped remove the concept, especially as the company reported a $6.9 billion backlog at the end of the quarter, compared with nearly $6 billion, and by the end of 2024.

Additionally, comfort continues to see the strength of technology spending (including data centers and semiconductor manufacturing plants), up 30% from the same period last year and now accounts for 37% of total revenue.

"There are no signs of demand for electricians, plumbers and plumbers that can help build data centers, and frankly, there are many other things," Chief Financial Officer William George said of data center capital expenditures.

This is a reassuring comment given the concerns that the AI/data center investment theme could be in trouble due to the potential slowdown in spending.

The backlog of the company continues to grow, with Wall Street expecting another double-digit revenue growth in 2025. In addition, there are opportunities for long-term growth from potential manufacturing re-cultivation to the United States by building new buildings or expanding to existing facilities. While comfort is clearly insecurity against the economic slowdown caused by the trade conflict, reducing capital expenditures for facilities, it seems like a winner if President Donald Trump succeeds in revitalizing the U.S. industrial base.