Comfort Systems Electrical Growth Outpaces Mechanical

Earnings
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Comfort Systems USA, Inc. reported that its Electrical segment revenues surged 81.2% year over year to $969 million in the second quarter of 2026, outpacing the 40.2% growth in Mechanical revenues to $2.30 billion. The Electrical segment's share of total company revenues rose to 29.7% from 24.6% a year earlier, driven by strong data-center demand and acquisitions. Of the $434.3 million increase in Electrical revenues, $301.7 million came from same-store operations, with the Texas electrical business contributing $186.6 million, while acquisitions added $132.6 million. Mechanical remains the larger business, accounting for 70.3% of revenues, with its backlog reaching $10.06 billion and Electrical backlog at $4 billion, both up roughly 73% year over year. Comfort Systems' stock has surged 73.1% year to date, and earnings estimates for 2026 and 2027 have been raised to $45.86 and $58.33 per share, respectively.

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Comfort Systems USA Inc
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Electrical revenues surged 81.2% on strong data-center demand and acquisitions, with backlog up ~73%.

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