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Revenue by Segment
Highlights how much each business unit contributes to total sales, pointing to where the company’s growth and customer concentration live. Shifts in segment revenue can reveal strategic wins or vulnerabilities tied to specific markets, geographies, or types of commercial customers.Mechanical remains the revenue engine, but Electrical is the faster percentage grower and is becoming a material second pillar—management’s ~$250M electrical tuck‑in will accelerate that mix shift. Mechanical has driven margin expansion, so the lower 8–10% EBITDA profile of the acquisition could temper consolidated margins unless improved post‑close. Record $12.5B backlog and modular capacity investments support continued top‑line upside, though labor/capacity constraints and higher CapEx are the key risks to actual backlog conversion.
Date | Mechanical | Electrical |
|---|---|---|
Jun 30, 2026 | $2.30B | $968.99M |
Mar 31, 2026 | $2.06B | $804.71M |
Dec 31, 2025 | $1.82B | $823.67M |
Sep 30, 2025 | $1.81B | $640.51M |
Jun 30, 2025 | $1.64B | $534.65M |
Mar 31, 2025 | $1.40B | $429.07M |
Dec 31, 2024 | $1.45B | $415.50M |
Sep 30, 2024 | $1.44B | $373.75M |
Jun 30, 2024 | $1.45B | $358.61M |
Mar 31, 2024 | $1.19B | $352.01M |