Comfort Systems USA beats Q2 revenue estimates, backlog tops $8 bln
Overview
Comfort Systems USA Q2 2025 revenue beats analyst expectations, per LSEG data
Net income for Q2 2025 exceeds estimates, reflecting substantial growth
Company's backlog surpasses $8 bln, indicating robust market demand
Outlook
Company optimistic about continued success into 2026
Company sees strong demand in key markets
Result Drivers
BACKLOG GROWTH - Backlog increased to $8.12 bln, reflecting strong demand in key markets, per CEO Brian Lane
INCOME SURGE - Net income rose to $230.8 mln, driven by extraordinary demand and execution
REVENUE INCREASE - Revenue grew to $2.17 bln, surpassing analyst expectations
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $2.17 bln | $1.97 bln (7 Analysts) |
Q2 Net Income | Beat | $230.85 mln | $171.40 mln (6 Analysts) |
Q2 Operating Income | Beat | $299.87 mln | $225.10 mln (6 Analysts) |
Q2 Pretax Profit | Beat | $296.48 mln | $219.50 mln (5 Analysts) |
Q2 Adjusted Free Cash Flow |
| $252.50 mln |
|
Q2 Gross Profit |
| $509.90 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction & engineering peer group is "buy"
Wall Street's median 12-month price target for Comfort Systems USA Inc is $545.00, about 0.5% below its July 23 closing price of $547.91
The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 17 three months ago
Press Release: ID:nBw7b1F4la
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