Brief: Comfort Systems USA Q2 Revenue USD 2,173.319 Million Vs. IBES Estimate USD 1,970 Million

Comfort Systems Usa

24/07/2025 21:09

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

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)