Comfort Systems USA, Inc.

Thank you for standing by and welcome to the Comfort Systems USA second quarter 2026 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you'll need to press star 1-1 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 1-1 again. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Julie Shaeff, Chief Accounting Officer. Please go ahead.

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. The presentation is provided as a companion to our remarks and is posted on the investor relations section of the company's website on the ComprehensiveSystemsUSA.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.

Okay. Thanks, Julie. Good morning, and thank you for joining us on the call today. We had a fantastic quarter. with amazing execution by our teams. This is the first time that our quarterly revenue has exceeded $3 billion. We earned $12.53 per share this quarter, which is an increase of 92% compared to a year ago. Our mechanical business experienced a sharp increase in profitability, and our electrical segment also performed exceptionally well. Bookings continued to trend upwards, and our backlog increased to a new high of $14.1 billion. Demand remains strong, especially in technology, as we continue to book work with good margins and favorable working conditions for our valuable people, and we enter the second half of 2026 with increased sequential and year-over-year backlog. I want to welcome my newest acquisition, Hunt Electric, a transaction we mentioned last quarter and that closed on May 1st. Hunt is a great electrical business based in Utah, and we expect Hunt will contribute about $250 million of annualized revenue. We also increased our quarterly dividend by $0.10 to $0.90 per share. Thanks to our amazing people, we expect strong results for the rest of 2026 and continuing success into 2027. Trent will discuss our operations and outlook in a few minutes, and I will make a few closing comments after our Q&A. But first, I will turn the call over to Bill to review our financial performance. Bill? Thanks, Brian.