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Jun 30, 2025
Comfort Systems USA Q2 2025 Earnings Report
Comfort Systems USA reported strong earnings growth in Q2 2025, driven by record backlog and solid demand.
Key Takeaways
The company delivered record earnings in Q2 2025, with EPS rising to $6.53 and revenue surpassing $2.17 billion. Net income jumped to $230.8 million, supported by strong operating cash flow and a record backlog exceeding $8 billion.
EPS reached $6.53, significantly higher than last year
Revenue rose to $2.17 billion
Net income surged to $230.8 million
Backlog exceeded $8 billion for the first time
Forward Guidance
Management expressed optimism for continued strong performance into 2026, citing robust demand and a growing backlog.
Positive Outlook
- Record backlog exceeding $8 billion
- Strong pipelines in key markets
- Sequential backlog growth over $1 billion
- Strong customer relationships
- Continued optimism for success into 2026
Challenges Ahead
- Potential risks from labor and material shortages
- Exposure to economic and construction activity fluctuations
- Possible impact from rising inflation and interest rates
- Dependence on backlog converting to revenue
- Ongoing risks from competition and supply chain issues
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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