earnings
confidence high
sentiment positive
materiality 0.85
Comfort Systems USA Q3 EPS $8.25 doubles YoY; backlog record $9.38B; dividend raised to $0.60
COMFORT SYSTEMS USA INC
2025-Q3 EPS reported
$19.52
revenue$6,455,574,000
- Q3 net income $291.6M ($8.25 diluted EPS) vs $146.2M ($4.09) YoY; revenue $2.45B vs $1.81B.
- Operating cash flow $553.3M in Q3, up from $302.2M; nine-month cash flow $717.8M vs $638.6M.
- Backlog hits record $9.38B, up 65% YoY from $5.68B; same-store backlog $9.20B.
- Acquired Feyen Zylstra (MI) and Meisner Electric (FL) on Oct 1; expected >$200M annual revenue, $15-20M EBITDA.
- Board increased quarterly dividend to $0.60/share ($0.10 increase), payable Nov 24, record Nov 13.