COMFORT SYSTEMS USA INC

COMFORT SYSTEMS USA INCFIXEarnings & Financial Report

NYSE · Industrials · Electrical Work

Comfort Systems USA, Inc. is an American company that provides mechanical and electrical contracting services, primarily HVAC, plumbing, piping and controls, off-site construction, monitoring and fire protection, and installation and servicing of electrical systems.

Revenue

$1.8B

Gross Profit

$363.6M

Operating Profit

$184.7M

Net Profit

$134.0M

Gross Margin

20.1%

Operating Margin

10.2%

Net Margin

7.4%

YoY Growth

39.6%

EPS

$3.74

COMFORT SYSTEMS USA INC Q2 FY2024 Financial Summary

COMFORT SYSTEMS USA INC reported revenue of $1.8B (up 39.6% YoY) for Q2 FY2024, with a net profit of $134.0M (up 92.9% YoY) (7.4% margin). Cost of goods sold was $1.4B, operating expenses totaled $178.9M.

Key Financial Metrics

Total Revenue$1.8B
Net Profit$134.0M
Gross Margin20.1%
Operating Margin10.2%
Report PeriodQ2 FY2024

Revenue Breakdown

COMFORT SYSTEMS USA INC Q2 FY2024 revenue of $1.8B breaks down across 10 segments, led by Technology at $561.3M (31.0% of total).

SegmentRevenue% of Total
Technology$561.3M31.0%
Electrical Segment$358.6M19.8%
Education$193.4M10.7%
Service Calls Maintenance And Monitoring$155.2M8.6%
Healthcare Sector Customer$140.7M7.8%
Service Projects$126.3M7.0%
Retail Restaurants And Entertainment$114.5M6.3%
Government Customer$91.1M5.0%
Multi Family And Residential$36.2M2.0%
Other Customer$31.8M1.8%

COMFORT SYSTEMS USA INC Revenue by Segment — Quarterly Trend

COMFORT SYSTEMS USA INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Technology and Electrical Segment) has evolved quarter over quarter.

SegmentQ4 FY2025Q3 FY2025Q2 FY2025Q1 FY2025
Electrical Segment$823.7M$640.5M
Education$137.5M$194.8M$161.2M
Service Calls Maintenance And Monitoring$176.0M
Healthcare Sector Customer$220.8M$207.0M$200.3M$182.5M

COMFORT SYSTEMS USA INC Annual Revenue by Year

COMFORT SYSTEMS USA INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $9.1B).

YearAnnual Revenue
2025$9.1B
2024$7.0B
2023$5.2B
2022$4.1B

COMFORT SYSTEMS USA INC Quarterly Revenue & Net Profit History

COMFORT SYSTEMS USA INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$2.6B+41.7%$330.8M12.5%
Q3 FY2025$2.5B+35.2%$291.6M11.9%
Q2 FY2025$2.2B+20.1%$230.8M10.6%
Q1 FY2025$1.8B+19.1%$169.3M9.2%
Q4 FY2024$1.9B+37.6%$145.9M7.8%
Q3 FY2024$1.8B+31.5%$146.2M8.1%
Q2 FY2024$1.8B+39.6%$134.0M7.4%
Q1 FY2024$1.5B+30.8%$96.3M6.3%

Income Statement

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$1.54B$1.81B$1.81B$1.87B$1.83B$2.17B$2.45B$2.65B
YoY Growth30.8%39.6%31.5%37.6%19.1%20.1%35.2%41.7%

Balance Sheet

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$3.90B$4.21B$4.41B$4.71B$4.57B$5.06B$5.78B$6.44B
Liabilities$2.53B$2.73B$2.83B$3.01B$2.79B$3.09B$3.54B$3.99B
Equity$1.37B$1.48B$1.59B$1.70B$1.78B$1.97B$2.23B$2.45B

Cash Flow

Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Operating CF$146.6M$189.9M$302.2M$210.5M$-88.0M$252.5M$553.3M$468.5M