| Schedule of disaggregation of revenue |
See details in the following tables (dollars in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | | Nine Months Ended September 30, | | Revenue by Service Provided | | 2026 | | | 2025 | | | 2026 | | | 2025 | | Mechanical segment | | $ | 2,582,889 | | 68.6 | % | | $ | 1,810,462 | | 73.9 | % | | $ | 6,940,178 | | 70.1 | % | | $ | 4,851,349 | | 75.1 | % | Electrical segment | | | 1,183,413 | | 31.4 | % | | | 640,507 | | 26.1 | % | | | 2,957,112 | | 29.9 | % | | | 1,604,225 | | 24.9 | % | Total | | $ | 3,766,302 | | 100.0 | % | | $ | 2,450,969 | | 100.0 | % | | $ | 9,897,290 | | 100.0 | % | | $ | 6,455,574 | | 100.0 | % | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | | Nine Months Ended September 30, | | Revenue by Customer Type | | 2026 | | | 2025 | | | 2026 | | | 2025 | | Technology | | $ | 2,290,001 | | 60.8 | % | | $ | 1,122,528 | | 45.8 | % | | $ | 5,823,870 | | 58.8 | % | | $ | 2,734,280 | | 42.4 | % | Manufacturing | | | 631,631 | | 16.8 | % | | | 543,110 | | 22.2 | % | | | 1,703,430 | | 17.2 | % | | | 1,468,936 | | 22.7 | % | Healthcare | | | 236,387 | | 6.3 | % | | | 206,965 | | 8.5 | % | | | 687,704 | | 6.9 | % | | | 589,848 | | 9.1 | % | Education | | | 178,515 | | 4.6 | % | | | 171,707 | | 7.0 | % | | | 480,184 | | 4.9 | % | | | 527,794 | | 8.2 | % | Government | | | 139,255 | | 3.7 | % | | | 122,284 | | 5.0 | % | | | 415,075 | | 4.2 | % | | | 326,318 | | 5.1 | % | Office buildings | | | 100,033 | | 2.7 | % | | | 125,458 | | 5.1 | % | | | 272,841 | | 2.8 | % | | | 358,445 | | 5.5 | % | Retail, restaurants, and entertainment | | | 99,942 | | 2.7 | % | | | 88,503 | | 3.6 | % | | | 271,121 | | 2.7 | % | | | 250,619 | | 3.9 | % | Multi-family and residential | | | 44,821 | | 1.2 | % | | | 35,342 | | 1.4 | % | | | 124,534 | | 1.3 | % | | | 96,909 | | 1.5 | % | Other | | | 45,717 | | 1.2 | % | | | 35,072 | | 1.4 | % | | | 118,531 | | 1.2 | % | | | 102,425 | | 1.6 | % | Total | | $ | 3,766,302 | | 100.0 | % | | $ | 2,450,969 | | 100.0 | % | | $ | 9,897,290 | | 100.0 | % | | $ | 6,455,574 | | 100.0 | % | | | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | | Nine Months Ended September 30, | | Revenue by Activity Type | | 2026 | | | 2025 | | | 2026 | | | 2025 | | New construction | | $ | 2,868,291 | | 76.2 | % | | $ | 1,597,452 | | 65.2 | % | | $ | 7,455,849 | | 75.3 | % | | $ | 3,919,402 | | 60.7 | % | Existing building construction | | | 528,261 | | 14.0 | % | | | 527,139 | | 21.5 | % | | | 1,448,331 | | 14.6 | % | | | 1,626,978 | | 25.2 | % | Service projects | | | 190,592 | | 5.1 | % | | | 150,383 | | 6.1 | % | | | 473,422 | | 4.8 | % | | | 415,868 | | 6.5 | % | Service calls, maintenance, and monitoring | | | 179,158 | | 4.7 | % | | | 175,995 | | 7.2 | % | | | 519,688 | | 5.3 | % | | | 493,326 | | 7.6 | % | Total | | $ | 3,766,302 | | 100.0 | % | | $ | 2,450,969 | | 100.0 | % | | $ | 9,897,290 | | 100.0 | % | | $ | 6,455,574 | | 100.0 | % |
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