Key Takeaways FIX reported Q2 EPS of $6.53, up 75% year over year and 39.5% above the consensus estimate.Revenue rose 20% to $2.17B, exceeding expectations and reflecting strong market demand and execution.Backlog reached a record $8.12B, while gross margin expanded 340 bps to 23.5%.Comfort Systems USA (FIX) delivered another stellar second-quarter 2025, with earnings and revenues exceeding the Zacks Consensus Estimate, posting record profits and robust growth across key metrics. The mechanical and electric ...

Comfort Systems USA (FIX) Q2 2025 Earnings Call July 25, 2025 11:00 AM ET Company ParticipantsJulie Shaeff - SVP & CAOBrian Lane - CEO, President & DirectorWilliam George - EVP & CFOTrent McKenna - EVP & COOAdam Thalhimer - Director - ResearchBrian Brophy - Associate Vice PresidentConference Call ParticipantsSangita Jain - Director & Equity Research AnalystAlex Hantman - Equity Research AnalystBrent Thielman - MD & Senior Research AnalystJosh Chan - Executive Director & Equity Research AnalystSamuel Snyder ...

Comfort Systems USA (FIX) Q2 2025 Earnings Call July 25, 2025 11:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Q2 twenty twenty five Comfort Systems USA Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. You will then hear an automated message advising that your hand is raised.To withdraw your question, please press 11 again. Please be advised that today's conference is ...

Financial Performance - Q2 2025 - Revenue increased to $2.17 billion, a 20.1% increase compared to $1.81 billion in Q2 2024 [6, 7] - Gross Profit percentage improved to 23.5% compared to 20.1% in Q2 2024 [6, 7] - Earnings Per Share (EPS) rose to $6.53 per diluted share, a 74.6% increase from $3.74 in Q2 2024 [6, 7] - Cash Flow from Operations increased to $252.5 million, a 33% increase compared to $189.9 million in Q2 2024 [6] Financial Performance - YTD 2025 - Revenue reached $4.00 billion, a 19.6% increase compared to $3.35 billion for the same period in 2024 [9, 10] - Gross Profit percentage increased to 22.8% from 19.7% for the same period in 2024 [9, 10] - Earnings Per Share (EPS) was $11.28 per diluted share, a 75.4% increase compared to $6.43 for the same period in 2024 [9, 10] - Cash Flow from Operations was $164.5 million, a decrease compared to $336.4 million for the same period in 2024 [9] Backlog and Balance Sheet - Backlog increased to $8.12 billion compared to $6.89 billion in Q1 2025 and $5.77 billion in Q2 2024 [6] - Cash decreased to $331.7 million from $549.9 million as of December 31, 2024 [8]

Comfort Systems Usa (FIX 2.72%), a major provider of mechanical and electrical contracting services in North America, reported its second quarter 2025 results on July 24, 2025. The headline figures: the company smashed Wall Street estimates, reporting GAAP earnings per share (EPS) of $6.53, compared to the expected $4.84, and GAAP revenue of $2.17 billion, well above the consensus forecast of $1.97 billion. Both revenue and net income saw double-digit year-over-year gains. The quarter was highlighted by rec ...

(Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Table of Contents UNITED STATES ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-13011 COMFORT SYSTEMS USA, INC. (Exact name of registrant as specified in its charter) Delaware (State or other ...

Exhibit 99.1 CONTACT:Julie Shaeff, Chief Accounting Officer 675 Bering Drive, ir@comfortsystemsusa.com; 713-830-9687 Houston, Texas 77057 Suite 400 713-830-9600 FOR IMMEDIATE RELEASE COMFORT SYSTEMS USA REPORTS SECOND QUARTER 2025 RESULTS Houston, TX — July 24, 2025 — Comfort Systems USA, Inc. (NYSE: FIX) (the "Company") today reported results for the quarter ended June 30, 2025. For the quarter ended June 30, 2025, net income was $230.8 million, or $6.53 per diluted share, as compared to $134.0 million, or ...

Key Takeaways FIX will report Q2 earnings on July 24 after a record-breaking Q1 driven by 19% revenue growth. A $6.9B backlog and high-tech Mechanical demand offer strong visibility into the rest of 2025. Modular construction and disciplined project selection help FIX sustain record-high margins.Comfort Systems USA, Inc. (FIX) is slated to report results for the second quarter of 2025 on July 24, after the closing bell.Q1 Recap: A Strong Start to 2025In the last reported quarter that ended March 31, 2025, ...

Key Takeaways Comfort Systems is gaining from tech-driven demand, modular builds, and a $6.9B project backlog. Carrier expects mid-single-digit sales growth in 2025, with EPS up nearly 20% on pricing and productivity. FIX shares rose 57.1% in 3 months vs. CARR's 25.9%, with faster earnings growth and a premium valuation.Comfort Systems USA (FIX) and Carrier Global (CARR) both operate in the HVAC space, but they occupy distinct niches. Comfort Systems is a leading commercial HVAC contractor focused on desi ...

Core Insights - Comfort Systems USA, Inc. (FIX) reported strong Q1 2025 results with a 75% year-over-year increase in earnings per share to $4.75 and a 19.1% rise in revenues to $1.83 billion, surpassing expectations [1][7] - Despite positive momentum, management maintained a cautious full-year revenue growth forecast of high-single-digit percentages due to challenging year-over-year comparisons in the latter half of the year [2][5] - The company's backlog grew 16.5% year-over-year to $6.89 billion, driven by the acquisition of Century Contractors and increased project bookings in technology and healthcare sectors [4][7] Financial Performance - Q1 2025 earnings per share increased by 75% year-over-year to $4.75, while revenues rose by 19.1% to $1.83 billion, exceeding market expectations [1][7] - Operating income saw a significant increase of 54% year-over-year, contributing to historic high margins [1] - The company's earnings estimates for 2025 and 2026 have trended upward, with 2025 estimates rising to $19.28, reflecting a 32.1% year-over-year growth [11] Market Position and Valuation - FIX's stock has outperformed peers, with a 51.4% increase over the past three months, compared to 40.5% and 15% gains for Quanta Services and Jacobs Solutions, respectively [6][8] - The stock is currently trading at a forward P/E ratio of 27.13, which is lower than Quanta Services at 34.66 and Jacobs Solutions at 20.14, indicating a potential attractive entry point for investors [9][10] - The company's strategic initiatives and strong backlog position it favorably in the market, despite maintaining a conservative outlook [5][9] Industry Dynamics - The end-market dynamics are favorable, with strong demand in technology and industrial sectors, which now account for 62% of total volume [2] - Modular construction is emerging as a significant contributor to margin sustainability, further supporting the company's growth prospects [2] - Comfort Systems' ability to manage costs and secure favorable pricing through long-term supplier relationships enhances its resilience against tariff and cost inflation risks [3]