earnings
confidence high
sentiment positive
materiality 0.85
Comfort Systems Q2 EPS $12.53 vs $6.53; revenue up 50%; dividend raised to $0.90
COMFORT SYSTEMS USA INC
- Q2 net income $441.6M ($12.53 diluted EPS) vs $230.8M ($6.53) in prior year; revenue $3.27B (+50% YoY).
- Operating cash flow $1.14B in Q2, up from $252.5M; six-month cash flow $1.53B vs $164.5M.
- Backlog $14.06B at June 30, 2026, up from $8.12B a year ago; same-store backlog $13.70B.
- Quarterly dividend increased to $0.90/share from $0.80, payable Aug 24 to holders of record Aug 13.