Comfort Systems Q3 2026: revenue up 53.7%, EPS $13.91 beats
Comfort Systems turned in a volume-led blowout: revenue rose 53.7% to $3.77 billion and diluted EPS climbed 68.6% to $13.91, ahead of the $12.9993 consensus. Read it as a backlog story — $17.81 billion of signed work versus $9.38 billion a year ago — being converted into revenue faster than overhead grew. Gross margin was flat year over year, so the beat came from scale, not pricing.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $13.91 beat the $12.9993 consensus by $0.91, or 7.0%, and rose 68.6% from $8.25. Operating income of $624.6 million was 16.6% of revenue versus 15.5% a year ago, helped by SG&A falling to 8.3% of revenue from 9.4%. Nine-month EPS was $36.94 versus $19.52.
Revenue of $3.77 billion rose 53.7% from $2.45 billion a year earlier and was up 15.3% sequentially from $3.27 billion in the second quarter. The mix was 68.6% mechanical ($2.58 billion) and 31.4% electrical ($1.18 billion). Growth is accelerating, not fading.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-10-23
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