Comfort Systems USA, Inc. (FIX)

Comfort Systems USA beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 23, as revenue rose 50.3% to roughly $3.3 billion and EPS of $12.53 topped the $10.45 estimate by 19.9%, up from $6.53 a year ago. The revenue mix was led by the largest disaggregation line at about $3.3 billion, up 50.3%, with other large lines at about $2.5 billion, up 95.3%, and about $1.9 billion, up 105.2%; gross margin was 25.9% and operating margin 17.1% as operating income came in at about $558.0 million. Net income rose 91.3% to about $441.6 million from about $230.8 million a year earlier, operating cash flow was about $1.1 billion, and the company paid about $28.2 million in dividends. For the next period, consensus calls for EPS of $11.00 on revenue of $3.04 billion.