Verified call record已核验电话会记录 · 2026-07-24

FIX · Comfort Systems USA Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案FIX

12 exact excerpts 条原文摘录 17 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

marginssegment_changes

“Our mechanical business experienced a sharp increase in profitability, and our electrical segment also performed exceptionally well.”

Brian Lane · CEOclaim_b1f1475b742c87f82e6271709a3fa16e

performancecapital_allocation

“Our results were once again extraordinary, with 44% same-store revenue growth, approximately $1 billion in free cash flow.”

Bill George · CFOclaim_88df2688bf2bc40d46433e13d489560d

Exact numeric spans精确数值片段44%1 billion

performancesegment_changes

“Electrical segment revenue grew by 81%, while mechanical segment revenue increased by 40%.”

Bill George · CFOclaim_930543a7280858541deb789e71b4ee64

Exact numeric spans精确数值片段81%40

guidanceperformance

“We estimate that 2026 same-store revenue growth will likely finish with a full-year increase that is in the mid- to high-30% range.”

Bill George · CFOclaim_2d94362b4e279cade7fb88f5c8d6cd0b

Exact numeric spans精确数值片段202630%

margins

“Gross profit was $844 million for the second quarter of 2026, $334 million higher than a year ago.”

Bill George · CFOclaim_c1116d0a3bf6475471d52ad0bb9c4f82

Exact numeric spans精确数值片段844 million2026334 million

marginssegment_changes

“Quarterly gross profit percentage in our mechanical segment jumped to 25.6% this year, compared to 22.9% last year.”

Bill George · CFOclaim_dfd981d7714e71ff90a62bddf5f15c93

Exact numeric spans精确数值片段25.6%22.9%

performancemarginssegment_changes

“Margins in our electrical segment also increased by a full percentage point to 26.4%, compared to 25.3% in the second quarter of 2025.”

Bill George · CFOclaim_203c01b12599c839a73b52ce535bddf7

Exact numeric spans精确数值片段26.4%25.3%

guidanceperformancecapital_allocation

“We estimate that full-year CapEx expenditures will be approximately 5% of our revenue.”

Bill George · CFOclaim_72c3898d3f08d7b54fbf43c623bdf740

Exact numeric spans精确数值片段5%

guidancedemand

“With ongoing orders and investments we are making to address that demand, we expect to have approximately 5 million sq ft of capacity by late summer 2027.”

Trent McKenna · CEOclaim_c993cb026ff35405af98b3c776be1ee4

Exact numeric spans精确数值片段5 million

demand

“As mentioned before, we are entering the second half of 2026 with a backlog that is 69% higher on a same-store basis than we had at this time last year, and we have a superb team working hard for our customers every single day.”

Trent McKenna · CEOclaim_8894e8c3aaebce8c4d6cb2a9f1db76c9

Exact numeric spans精确数值片段202669%

demand

“There's just a very consistent demand from our customers to buy as much of this as we can produce.”

Bill George · CFOclaim_1eb93033efc77e13748e6870b6fef368

demand

“The capacity we're talking to you about today is overwhelmingly for existing customers and existing orders.”

Bill George · CFOclaim_b7bba5d581fcccd2322f065aa64ae41f

Inspect the source receipts检查来源回执29 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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