Comfort Systems USA-Is Comfort Systems Building Long-Term Value in Mechanical Services?

Key Takeaways Comfort Systems reported Q2 revenues of $2.17B, up 20% year over year, with EPS rising 75% to$ 6.53. Gross margins in mechanical services climbed to 22.9%, while service revenues grew 10% to 15% of total sales. Backlog surged 41% to $8.1B, driven by industrial and technology demand, especially data center projects. Comfort Systems USA, Inc. ((FIX) delivered a standout second-quarter 2025 performance, underscoring its strength in mechanical services and positioning as a long-term value creator. ...