COMFORT SYSTEMS USA INC (FIX) Form 8-K — Oct 22, 2026
Comfort Systems USA (NYSE: FIX) reported Q3 2026 net income of $489.0 million, or $13.91 per diluted share, up from $291.6 million, or $8.25, a year earlier, on revenue of $3.77 billion versus $2.45 billion, a roughly 54% increase. Operating cash flow exceeded $1 billion in the quarter and backlog reached $17.81 billion, up from $14.06 billion at June 30, 2026 and $9.38 billion a year ago, including a $3.8 billion sequential increase. The board also declared a quarterly dividend of $1.00 per share, a $0.10 increase from the prior dividend, payable November 23, 2026 to holders of record November 12, 2026.
Key figures
- Eps
- 13.91
- Revenue
- 3766302000
- Net Income
- 489044000
- Revenue Yoy
- 50%+ (from $2.45B to $3.77B)
- Total Assets
- 9805283000
- Cash Position
- 2158027000
- Q3 2025 eps
- 8.25
- Dividend payable
- November 23, 2026
- Dividend increase
- $0.10 from prior $0.90
- Dividend per share
- 1
- Q3 2025 net income
- 291615000
- Nine month eps 2026
- 36.94
- Backlog june 30 2026
- $14.06 billion
- Backlog sept 30 2025
- $9.38 billion
- Backlog sept 30 2026
- $17.81 billion
- Dividend record date
- November 12, 2026
- Free cash flow q3 2026
- 805623000
- Adjusted ebitda q3 2026
- 667858000
- Nine month revenue 2026
- 9897290000
- Nine month net income 2026
- 1301024000
- Q3 2025 operating cash flow
- 553271000
- Q3 2026 operating cash flow
- 1010126000
- Same store backlog growth yoy
- from $9.38B to $17.39B
AI analysis
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