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Comfort Systems USA Hits $3.3 Billion Revenue As EPS Nearly Doubles; What’s Next?

Comfort Systems USA reported notable financial and operational results for the second quarter of 2026, marked by record revenue exceeding $3 billion and strong profitability gains. The company achieved earnings per share of $12.53, representing a 92% increase compared to the prior year. Revenue grew by $1.1 billion to $3.3 billion, driven by an 81% increase in the Electrical segment and a 40% rise in the Mechanical segment. Gross profit rose significantly to $844 million, with gross margins improving to 25.9%, up from 23.5% a year ago. Operating income increased by 86% to $558 million, with operating margin expanding to 17.1%. EBITDA grew 80% to $600 million, reinforcing robust demand and operational efficiency. The backlog for Comfort Systems USA reached a record $14.1 billion, reflecting a 73% increase year-over-year, underpinned by strong bookings in Technology sectors, modular construction, and industrial customers.