Comfort Systems USA Inc reported results for the quarter ended 2026 with revenue of $3.27B, net income of $441.6M and diluted EPS of $12.53, reflecting strong top-line growth and higher profitability versus the prior-year quarter.
Financial Highlights
| MetricCurrent quarterPrior year quarterYoY change | Revenue¹$3.27B$2.17B50.3% | Net income²$441.6M$230.85M91.3% | Diluted EPS³$12.53$6.5391.9% |
¹ Reported as “Revenue”. ² Reported as “Net Income”. ³ Reported as “Diluted income Per Share”.
Business Highlights
- Revenue growth was driven by strong same-store activity and strategic acquisitions, producing roughly 50% quarterly growth and about 53% year-to-date growth.
- Channel mix shifted toward electrical work, which grew faster than mechanical (electrical up 81% vs mechanical up 40% in the quarter), supported by large data-center and technology projects.
- Backlog increased 73% year-over-year to $14.06B, with sequential gains from technology bookings improving near-term visibility.
- Gross margins and execution improved across locations despite labor cost and supply-chain pressures; the company also added one operating location via acquisitions and invested in modular business facilities to support capacity.
Original SEC Filing:
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