earnings
confidence high
sentiment positive
materiality 0.85
Comfort Systems Q1 EPS $10.51 vs $4.75; revenue $2.87B up 57%; dividend raised to $0.80
COMFORT SYSTEMS USA INC
2026-Q1 EPS reported
$10.51
revenue$2,865,332,000
- Net income $370.4M ($10.51 diluted EPS) vs $169.3M ($4.75) in Q1 2025, more than doubling.
- Revenue $2.87B (+57% YoY); organic revenue growth of 51% in Q1.
- Backlog $12.45B at Mar 31, 2026 vs $11.94B at Dec 31, 2025 and $6.89B a year earlier.
- Operating cash flow $388.8M inflows vs $88.0M outflows in prior year.
- Quarterly dividend increased to $0.80 per share (up $0.10 from prior); payable May 26 to holders of record May 15.