earnings
confidence high
sentiment positive
materiality 0.75
Comfort Systems USA Q3 2025: Revenue $2.45B (+35% YoY), Net Income $291.6M (+99% YoY), EPS $8.25
COMFORT SYSTEMS USA INC
2025-Q3 EPS reported
$19.52
revenue$6,455,574,000
- Q3 2025 revenue $2.45B (up 35% YoY); net income $291.6M (up 99% YoY); diluted EPS $8.25 vs $4.09.
- Nine-month 2025 revenue $6.46B (up 25% YoY); net income $691.8M (up 84% YoY); diluted EPS $19.52.
- Backlog at Q3 2025: $9.38B, up from $5.99B at Dec 2024; service maintenance base $183M.
- Cash $860.5M; total debt $136M; Debt/TTM EBITDA 0.11; strong balance sheet.
- YTD 2025 returned $172.1M to shareholders: $47.7M dividends, $124.4M share repurchases.