other material
confidence high
sentiment positive
materiality 0.80
Comfort Systems USA reports record YTD 2026 revenue $6.13B, net income $812M, backlog $14.1B
COMFORT SYSTEMS USA INC
- YTD 2026 revenue $6.13B, net income $812M, diluted EPS $23.03; prior-year YTD revenue $4.00B, net income $400M.
- Backlog reached $14.06B at Q2 2026, up from $11.95B at year-end 2025; 76% industrial mix.
- Cash $1.85B, total debt $54.1M, debt/TTM EBITDA 0.03; no borrowings on $1.1B credit facility (2030 maturity).
- Adjusted EBITDA YTD 2026 $1.125B vs $577M prior year; operating cash flow $1.14B.
- Dividend increased for 14 consecutive years; $52.8M returned to shareholders YTD 2026 via dividends and buybacks.