Comfort Systems USA

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all key financial metrics, with revenue of $3.27B exceeding the $2.99B expected and Diluted EPS (GAAP) of $12.53 well above the $10.42 mean estimate. Performance was driven by unprecedented 43.8% same-store revenue growth, particularly in technology and data center infrastructure. Gross margin reached 25.9%, surpassing expectations by 0.56pct, while record backlog of $14.06B (up 73.1% YoY) suggests sustained growth momentum through the remainder of FY2026.