Comfort Systems USA (FIX) Q3 2026 Earnings

Yes. Comfort Systems USA reported Q3 2026 earnings of $13.91 a share on Oct 22, 2026, beating the $12.81 consensus estimate by 8.6%. Revenue was $3.8B against a $3.4B estimate.

Comfort Systems USA delivered a blowout third quarter for fiscal 2026, extending its streak of beating Wall Street estimates to six consecutive quarters as GAAP earnings per diluted share of $13.91 cleared the $12.81 consensus by 8.60% and revenue of $3.77 billion topped estimates by 10.74%, growing 53.7% year over year. The single most material force behind the results was a backlog that expanded to $17.81 billion as of September 30, 2026, up from $9.38 billion a year ago, reflecting relentless demand particularly from data-center and technology-infrastructure clients. Net income climbed to $489.04 million and operating cash flow exceeded $1.01 billion in the quarter alone, reinforcing the company's capacity to self-fund heavy capital investment, with capex of $210.60 million reflecting deliberate expansion of operational capacity. The board's decision to raise the quarterly dividend by $0.10 to $1.00 per share underscored management's confidence, as CEO Brian Lane pointed to strong ongoing demand and the company's positioning to sustain high profitability and solid cash flow through year-end and into 2027, even as some analysts trimmed price targets amid broader sector valuation reassessments.