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Comfort Systems USA (FIX) investor relations material
Comfort Systems USA Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary25 Jul, 2025
Executive summary
Q2 2025 revenue exceeded $2.17 billion, up over 20% year-over-year, with EPS of $6.53, a 75% increase, and record net income of $230.8 million.
Backlog reached a record $8.12 billion, up over $2.4 billion year-over-year, driven by strong bookings in technology and industrial sectors.
Gross profit margin improved to 23.5% from 20.1% last year, reflecting better execution and higher revenues.
Acquisitions, including Rightway Plumbing and Century Contractors, expanded the operating footprint and are expected to add significant annual revenue.
Share repurchases and increased dividends supported shareholder returns, with a net cash position over $250 million.
Financial highlights
Q2 2025 net income was $230.8 million, up over 70% year-over-year; diluted EPS was $6.53, up from $3.74.
Q2 2025 revenue was $2.17–$2.2 billion, up 20% year-over-year; six-month revenue reached $4.00 billion.
Gross profit for Q2 2025 was $510 million (23.5% margin), up from $364 million (20.1%) last year.
Operating income for Q2 2025 was $299.9–$300 million (13.8% margin), up from $184.7 million (10.2%).
Adjusted EBITDA for Q2 2025 was $334.1 million, up 50% year-over-year.
Outlook and guidance
Management expects continued strong earnings and growth into 2026, supported by robust backlog and project pipelines.
Same store revenue growth is projected in the mid-teens for full year 2025, with gross profit margins expected to remain strong.
Risks include economic conditions, labor shortages, inflation, and supply chain disruptions, but management remains bullish.
Explain the factors driving backlog growth.
How does self-insurance impact future results?
Assess the impact of interest income on tax.
How will modular capacity expand?
What drives high gross margins?
How does Comfort select projects?
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Next Comfort Systems USA earnings date
Q3 202524 Oct, 2025
Next Comfort Systems USA earnings date
Q3 202524 Oct, 2025
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Frequently asked questions
Comfort Systems USA, Inc. is a mechanical and electrical contractor providing design, installation, renovation, maintenance and repair services to the commercial, industrial and institutional markets in the U.S. It specializes in heating, ventilation and air conditioning installation, plumbing and piping systems installation, electrical construction services, building automation system/controls installations, general contracting services to its customers on a national basis.
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