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Can Comfort Systems Gain From Fed Cuts and Industrial Expansion?

Key Takeaways Comfort Systems' Q2 revenues rose 20% to 2.2B,withadjustedEPSup752.2B, with adjusted EPS up 75% to 6.53.Industrial work made up 63% of revenues, while tech-driven projects climbed to 40%.Backlog reached 8.12B,upfrom8.12B, up from 5.77B a year earlier, reflecting strong booking momentum.Comfort Systems USA, Inc. (FIX) continues to benefit from strong industrial and technology-driven construction demand. A record backlog and rising exposure to large-scale projects highlight the company’s ability to capture growth across critic ...