COMFORT SYSTEMS USA INC — Form 8-K
Filed July 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Comfort Systems USA reported Q2 2026 net income of $441.6M ($12.53/share) vs. $230.8M ($6.53/share) YoY; revenue rose to $3.27B from $2.17B (+50%); operating cash flow reached $1.14B vs. $252.5M prior year. Backlog grew to $14.06B (June 30, 2026) from $8.12B (June 30, 2025), a 73% increase on same-store basis. Board increased quarterly dividend by $0.10 to $0.90/share.
Why this rating
Strong organic growth and backlog expansion signal robust demand; 50% revenue growth and 92% EPS growth are material. At ~$18.6B market cap, this represents real momentum—not transformational, but significantly above typical quarterly performance.
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