Comfort Systems USA reported a 240-basis-point year-over-year improvement in gross margin to 25.9% in the second quarter of 2026, while operating margin expanded to 17.1% from 13.8%. Adjusted EBITDA margin rose to 18.4%, driven by disciplined project selection, pricing strength, and operational excellence. The company ended the quarter with a record $14.1 billion backlog, up 73% year over year, and expects gross margins to remain within the strong range achieved in recent quarters. Mechanical segment gross margin increased to 25.6% from 22.9%, and Electrical segment margin improved to 26.4% from 25.3%. Shares have surged 90.3% year to date, and the stock carries a Zacks Rank of 1, or Strong Buy.
Comfort Systems USA IncReports 240-bp gross margin gain, record backlog, and strong margins.
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