earnings
confidence high
sentiment positive
materiality 0.80
Comfort Systems Q2 2025 revenue $2.17B, EPS $6.53, backlog $8.1B, up sharply YoY
COMFORT SYSTEMS USA INC
2025-Q2 EPS reported
$11.28
revenue$4,004,605,000
- YTD 2025 revenue $4.00B (+19.6% YoY); net income $400.1M; diluted EPS $11.28.
- Q2 2025 revenue $2.17B (+20% YoY); net income $230.8M; diluted EPS $6.53 vs $3.74.
- Backlog $8.12B at Q2 2025, up 35.5% from $5.99B at year-end 2024.
- Adjusted EBITDA Q2 2025: $334.1M (+50% vs $222.7M in Q2 2024).
- Cash $331.7M; debt/TTM EBITDA 0.07; $850M undrawn revolver; dividend raised 13 consecutive years.