COMFORT SYSTEMS USA INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Comfort Systems USA reported nine-month 2026 revenue of $9.897B (vs. $6.456B in 9M 2025), net income of $1.301B (vs. $691.8M), and diluted EPS of $36.94 (vs. $19.52). Q3 2026 alone: $3.766B revenue, $489M net income, $13.91 EPS. Backlog reached $17.815B as of Q3 2026 (vs. $11.945B end-2025). The company maintains $2.16B cash, $49.6M debt, and zero borrowings on a $1.1B credit facility.
Why this rating
Strong YTD growth (+53% revenue, +88% net income) and record backlog relative to $18.6B market cap represent solid operational execution. However, this is routine earnings disclosure with no material M&A, guidance change, or strategic shift announced. Growth is organic from existing operations.
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