COMFORT SYSTEMS USA INC — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Comfort Systems USA reported Q3 2026 net income of $489.0M ($13.91 diluted EPS) vs. $291.6M ($8.25 EPS) in Q3 2025; revenue rose to $3.77B from $2.45B (+54%). Backlog grew to $17.81B (Sept 30, 2026) from $9.38B (Sept 30, 2025), a $8.43B increase. Nine-month net income reached $1.301B ($36.94 EPS) vs. $691.8M ($19.52 EPS); operating cash flow hit $2.54B vs. $717.8M. Board also increased quarterly dividend by $0.10 to $1.00/share.
Why this rating
Strong organic growth in a $18.6B market-cap company; +50% revenue, +70% EPS, record backlog signal sustained demand. Material but not transformational given company scale and organic nature (no M&A noted).
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