StockWatch
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Engineering & Construction
Quarterly ResultJul 23, 2026, 04:13 PM

Comfort Systems Q2 Revenue +50% to $3.27B; EPS $12.53

AI Summary

Comfort Systems USA Inc. reported robust second-quarter 2026 financial results, with revenue surging by 50.27% to $3.27 billion. Net income for the quarter increased by 91.29% to $441.6 million, leading to a diluted EPS of $12.53, up 91.88% year-over-year. The company also demonstrated strong operational cash generation, with net cash provided by operating activities reaching $1.53 billion for the first six months of 2026, and reported $14.06 billion in remaining performance obligations.

Key Highlights

  • Q2 2026 Revenue: $3.27 billion, up 50.27% year-over-year.
  • Q2 2026 Net Income: $441.6 million, up 91.29% year-over-year.
  • Q2 2026 Diluted EPS: $12.53, up 91.88% year-over-year.
  • Net cash provided by operating activities (six months): $1.53 billion.
  • Cash and cash equivalents: $1.85 billion as of June 30, 2026.
  • Remaining performance obligations: $14.06 billion as of June 30, 2026.
  • Mechanical segment revenue (Q2): $2.30 billion, 70.3% of total.