Comfort Systems USA Reports Third Quarter 2026 Results
Business Wire•22/10/2026•16:15 ET
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Key Highlights
- ➤Q3 revenue $3.77 billion, up from $2.45 billion year over year
- ➤Q3 diluted EPS $13.91, versus $8.25 in 2025
- ➤Q3 operating cash flow exceeded $1.0 billion, versus $553.3 million
- ➤Backlog reached $17.81 billion, up from $9.38 billion year over year
- ➤Management expects organic growth, high profitability, and solid cash flow through 2027
Expert Statements
Brian Lane, Chief Executive Officer of Comfort Systems USA
“Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter. As compared to the same quarter last year, Comfort Systems USA is reporting a 50% increase in revenue and a 70% jump in per share earnings. We also achieved remarkable cash flow exceeding $1 billion in a single quarter. Our teams continue their superb execution, providing great outcomes for our customers and communities.”
Brian Lane, Chief Executive Officer of Comfort Systems USA
“Relentless demand, together with our competence and reputation, produced sequential backlog growth of $3.8 billion, and a year over year backlog increase exceeding $8.0 billion. We continue to experience robust demand, and thanks to the dedication and excellence of our workforce, we believe that through year end and for 2027 we are well-positioned to grow organically, and to maintain high levels of profitability and solid ongoing cash flow.”
Comfort Systems USA, Inc. (NYSE: FIX) (the “Company”) today reported results for the quarter ended September 30, 2026.
For the quarter ended September 30, 2026, net income was $489.0 million, or $13.91 per diluted share, as compared to $291.6 million, or $8.25 per diluted share, for the quarter ended September 30, 2025. Revenue for the third quarter of 2026 was $3.77 billion compared to $2.45 billion in 2025. The Company reported operating cash flow of $1.01 billion in the current quarter compared to $553.3 million in 2025.
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