earnings
confidence high
sentiment positive
materiality 0.80
Comfort Systems Q1 2026 revenue $2.87B, EPS $10.51, backlog $12.5B
COMFORT SYSTEMS USA INC
2026-Q1 EPS reported
$10.51
revenue$2,865,332,000
- Q1 2026 revenue $2,865M (up 56% YoY from $1,831M); net income $370M (up 119%).
- Diluted EPS $10.51 vs $4.75 in Q1 2025; adjusted EBITDA $524M.
- Backlog grew to $12.46B from $11.95B at year-end 2025; service base $184M.
- Cash $1.05B, total debt $39.1M; debt/TTM EBITDA 0.02x; no borrowings on $1.10B credit facility.
- Announced target to reduce Scope 1&2 emissions intensity by 35% by 2035 vs 2023 baseline.