Comfort Systems USA Q2 net income rises to $441.6 million; dividend raised to $0.90
Comfort Systems USA reported second-quarter 2026 net income of $441.6 million, or $12.53 per diluted share, up from $230.8 million, or $6.53 per diluted share, a year earlier, on revenue of $3.27 billion versus $2.17 billion. The board also declared a quarterly dividend of $0.90 per share, $0.10 above the company's most recent dividend, which raises the cash return to shareholders.
Key points
- Q2 2026 net income was $441.6 million, or $12.53 per diluted share, versus $230.8 million, or $6.53, in Q2 2025.
- Q2 2026 revenue was $3.27 billion, compared with $2.17 billion in Q2 2025.
- Backlog was $14.06 billion at June 30, 2026, up from $12.45 billion at March 31, 2026 and $8.12 billion at June 30, 2025.
- The $0.90 quarterly dividend is payable August 24, 2026, to stockholders of record at the close of business on August 13, 2026.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 23, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.