COMFORT SYSTEMS USA INC — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Comfort Systems USA disclosed YTD 2026 (six months ended June 30) revenue of $6.13B vs. $4.00B YTD 2025 (+53%), net income of $812M vs. $400M (+103%), and diluted EPS of $23.03 vs. $11.28 (+104%). Q2 2026 revenue was $3.27B vs. $2.17B; backlog grew to $14.06B (Q2 2026) from $11.95B (end of 2025). Company maintained strong balance sheet: $1.85B cash, $54.1M debt, 0.03x Debt/TTM EBITDA, and $1.1B undrawn credit facility. Technology segment represents 58% of revenue; modular work is 17% of revenue.
Why this rating
Strong organic growth and record backlog are operationally positive, but relative to company's $18.6B market cap, year-to-date results are routine quarterly disclosure; no major M&A, restructuring, or material strategic shift disclosed.
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