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Comfort Systems, Piper Sandler, and FTAI post strong Q2 results
Comfort Systems delivered over 50% year-over-year revenue growth and its first quarter with sales above $3 billion, while Comfort Systems backlog rose to $14.1 billion.
Earnings season is drawing attention beyond Big Tech, as Comfort Systems USA, Piper Sandler, and FTAI Aviation all reported strong Q2 2026 results, according to MarketBeat Ratings.
Comfort Systems, which provides HVAC services to commercial, industrial, and institutional customers, posted more than 50% year-over-year revenue growth and near-doubled earnings per share, beating expectations. The company also reported a first-ever quarter with sales above $3 billion, driving gross margin expansion to 25.9%, and reported an 80% year-over-year increase in EBITDA, with backlog reaching $14.1 billion, up 73% year-over-year.
MarketBeat Ratings also highlighted Piper Sandler’s recovery in investment banking, noting Q2 revenue surged about 25% year-over-year and earnings per share beat by 17 cents, with operating margin improving to 21.8%. The outlet said health care and investment banking were standout segments for the quarter.
For FTAI Aviation, MarketBeat Ratings described strong execution in recent months, alongside its Q2 2026 results, framing the three companies as non-tech earnings winners with performance tied to different industry drivers.