Comfort Systems Q3 2026 net income $489.0M ($13.91/sh); revenue $3.77B up 50% YoY

COMFORT SYSTEMS USA INC

• Q3 2026 net income $489.0M, or $13.91 per diluted share, vs $291.6M / $8.25 in Q3 2025; revenue $3.77B vs $2.45B, a 50% increase.
• Operating cash flow of $1.01B in the quarter vs $553.3M a year earlier; nine-month operating cash flow $2.54B vs $717.8M.
• Backlog $17.81B at Sept 30, 2026, up from $14.06B at June 30 and $9.38B a year ago; same-store backlog $17.39B vs $9.38B.
• Nine-month 2026 net income $1.30B ($36.94 per diluted share) on revenue of $9.90B, vs $691.8M ($19.52) on $6.46B in 2025.
• Dividend raised $0.10 to $1.00 per share quarterly, payable Nov 23, 2026 to holders of record Nov 12, 2026; CEO Brian Lane cites 'relentless demand'.