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Comfort Systems USA, Inc. authorized the purchase of up to 994,606 additional common shares under an expanded stock repurchase program, allowing up to 1,000,000 additional shares beyond the 11,752,570 repurchased through November 4, 2026.
Comfort Systems USA reported YTD 2026 revenue of $9.90 billion, gross profit of $2.53 billion, and backlog of $17,815 million, with $2.16B cash at September 30, 2026.
Comfort Systems USA reported for the third quarter of 2026 revenue of 3.8 billion, up 54 percent, net income of 489 million and $13.91 per share, while backlog reached a new high of $17.8 billion.
Comfort Systems USA, Inc. reported third-quarter 2026 revenue of $3.77 billion, up 53.7%, with backlog $17.81 billion at September 30, 2026. Management expects demand from manufacturing and technology customers to remain high through 2027 amid labor-cost and supply-chain pressures.
Comfort Systems USA reported third-quarter revenue of $3.77 billion, net income of $489.0 million and backlog of $17.81 billion at September 30, 2026. It declared a $1.00 per-share quarterly dividend, payable November 23, 2026, with record date November 12, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Comfort Systems USA reported strong third-quarter growth, record backlog, and more than $1 billion of quarterly operating cash flow, while management expects continued growth and strong results through 2027. Near-term risks include lower year-over-year electrical margins, cost-mix pressure on sequential margins, and elevated capital spending.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 1.79B | nine months ended September 30, 2026 | — |
| Backlog | 17.81B | Q3 FY2026 | — |
| cities | 155 | October 22, 2026 | — |
| Free cash flow non-GAAP | 2.05B | Nine Months Ended September 30, 2026 | — |
| locations | 211 | October 22, 2026 | — |
| Operating cash flow | 2.54B | nine months ended September 30, 2026 | — |
| same-store basis, backlog | 17.39B | Q3 FY2026 | — |
| sequential backlog growth | 3.8B | Q3 FY2026 | — |
| Same-store SG&A, excluding amortization expense non-GAAP | $253.56M | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FIX
this stock
Comfort Systems USA Inc
|
$38.92B | +19.2% | -73.9% | 24.0 | 2.5% |
|
PWR
Quanta Services, Inc.
|
$90.71B | +42.6% | +13.4% | 54.5 | 2.3% |
|
FER
Ferrovial N.V.
|
$44.32B | -4.5% | — | — | 0.7% |
|
EME
EMCOR Group, Inc.
|
$28.87B | +7.8% | +16.6% | 19.1 | 1.7% |
|
J
Jacobs Solutions Inc.
|
$18.52B | +19.5% | +49.5% | — | 3.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Comfort Systems USA, Inc. authorized the purchase of up to 994,606 additional common shares under an expanded stock repurchase program, allowing up to 1,000,000 additional shares beyond the 11,752,570 repurchased through November 4, 2026.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FIX | +9.3% | -22.7% | -40.9% | -9.8% | +19.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.8% | -21.5% | -41.4% | -9.6% | +8.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
