Comfort Systems USA: An $8.1 Billion Backlog & Soaring Tech Demand Is The HIGHLIGHT; But Is It Enough To Warrant A ‘Buy’ Rating?

Comfort Systems USA reported a robust second quarter for 2025, demonstrating significant growth and resilience despite economic uncertainties. The company achieved a record quarterly revenue of $2.2 billion, marking a 20% increase from the previous year, driven by substantial growth across its segments. The Mechanical segment saw a revenue uptick of 13%, while the Electrical segment outperformed with a 49% increase. This strong performance led to an unprecedented quarterly earnings of $6.53 per share, a 75% yearover-year improvement.