Earnings Call

FIX Earnings Call Transcript — Fiscal Q2 2026

Comfort Systems USA (FIX) is a public company. Comfort Systems USA | Quality People. Building Solutions.

Comfort Systems USA is a leading national provider of mechanical, electrical, and plumbing (MEP) contracting services. From HVAC installation and service to plumbing, electrical, building automation, and energy solutions, we deliver innovative, reliable, and sustainable systems for commercial, industrial, and institutional clients across the country.

By combining the strength of a national organization with the expertise of local companies, we provide tailored solutions and trusted service in every community we serve. Our people are our greatest strength — dedicated professionals who bring technical skill, safety, and customer commitment to every project.

At Comfort Systems USA, we’re more than contractors — we’re partners in building environments where businesses, institutions, and communities thrive.

Comfort Systems USA — Quality People. Building Solutions. Founded in 1997. It has 1,507 employees. IPO 1997.

Transcript

Operator

As a reminder, today's program is being recorded. Now I'd like to introduce your host for today's program, Julie Shaeff, Chief Accounting Officer. Please go ahead.

Julie ShaeffChief Accounting Officer

Thanks, Jonathan. Good morning. Welcome to Comfort Systems USA's second quarter 2026 earnings call. Our comments today, as well as our press releases, contain forward-looking statements within the meaning of the applicable security laws and regulations. What we will say today is based upon the current plans and expectations of Comfort Systems USA. Those plans and expectations include risks and uncertainties that might cause actual future activities and results of operations to be materially different from those set forth in our comments. You can read a detailed listing and commentary concerning our specific risk factors in our most recent Form 10-K and Form 10-Q, as well as in our press release covering these earnings. A slide presentation is provided as a companion to our remarks and is posted on the Investor Relations section of the company's website down at comfortsystemsusa.com. Joining me on the call today are Brian Lane, Chief Executive Officer, Trent McKenna, President, and Bill George, Chief Financial Officer. Brian will open our remarks.

Brian LaneCEO

Okay. Thanks, Julie. Good morning, and thank you for joining us on the call today. We had

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