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Get filing alertsComfort Systems USA reports Q2 2026 revenue $3.27B, net income $441.6M, backlog $14.06B
Filed August 3, 2026 · Period ending August 3, 2026 · ~1 min read
Key Changes
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Q2 2026 revenue $3.27B, net income $441.6M, diluted EPS $12.53; six-month revenue $6.13B, net income $812.0M, diluted EPS $23.03
Exhibit 99.1 view on EDGAR → -
high
Backlog grew to $14.06B from $11.95B prior year, indicating strong future revenue visibility for mechanical and electrical services
Exhibit 99.1 view on EDGAR → -
high
Cash position $1.85B with only $54.1M total debt and no borrowings against $1.10B credit facility maturing 2030
Exhibit 99.1 view on EDGAR → -
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Operating cash flow $1.14B for Q2 2026, $1.53B for six months, supporting 27-year positive free cash flow track record
Exhibit 99.1 view on EDGAR → -
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Returned $61.0M to shareholders YTD 2026 through $52.8M dividends and $8.2M share repurchases, continuing 14-year dividend growth streak
Exhibit 99.1 view on EDGAR →
Summary
Comfort Systems USA disclosed strong Q2 2026 results in an investor presentation posted to its website. The commercial HVAC and electrical contractor reported quarterly revenue of $3.27 billion and net income of $441.6 million ($12.53 per diluted share), with six-month figures reaching $6.13 billion revenue and $812.0 million net income ($23.03 per diluted share).
The company's backlog expanded to $14.06 billion from $11.95 billion a year earlier, providing visibility into future revenue. The balance sheet remains exceptionally strong with $1.85 billion in cash, minimal debt of $54.1 million, and an undrawn $1.10 billion credit facility. Operating cash flow of $1.14 billion in Q2 and $1.53 billion for the six-month period demonstrates robust cash generation.
The company returned $61.0 million to shareholders year-to-date through dividends ($52.8 million) and buybacks ($8.2 million), extending its 14-year dividend growth streak. For retail holders, the combination of revenue growth, expanding backlog, and fortress balance sheet positions the company well for continued execution in the commercial construction services market.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
Comfort Systems USA posted an investor presentation slideshow to its website for use with analysts and investors.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
On August 3, 2026, Comfort Systems USA, Inc., a Delaware corporation (the “Company”), a leading provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services, posted to the “Investors” section of its website (https://comfortsystemsusa.com) an investor presentation slideshow. The Company intends to use this slideshow in making presentations to analysts, potential investors, and other interested parties.
The company posted an investor presentation slideshow to its website on August 3, 2026, which it plans to use in presentations to analysts, potential investors, and other interested parties. The presentation includes non-GAAP financial measures and forward-looking statements.
Event · Exhibit 99.1
Comfort Systems USA disclosed Q2 2026 results: revenue $3.27B, net income $441.6M, EPS $12.53, backlog $14.06B, and $1.85B cash.
Added in current filing · view on EDGAR →
6/30/25 6/30/26 6/30/25 6/30/26 ($ in millions, except per share information) $4,004.6 $6,131.0 $2,173.3 $3,265.7 Revenue $400.1 $812.0 $230.8 $441.6 Net Income $11.28 $23.03 $6.53 $12.53 Diluted EPS $576.7 $1,124.9 $334.1 $600.5 Adjusted EBITDA
For the three months ended June 30, 2026, the company reported revenue of $3,265.7 million, net income of $441.6 million, and diluted EPS of $12.53. For the six months ended June 30, 2026, revenue was $6,131.0 million, net income was $811.980 million, and diluted EPS was $23.03. Adjusted EBITDA for Q2 2026 was $600.5 million and $1,124.9 million for the six-month period.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 4, 2026 · How we verify