Comfort Systems USA reports third-quarter results as investors assess Comfort Systems USA stock
Published on 10/26/2026 at 11:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGrowth meets execution risk
- Third-quarter revenue reached USD 3.77 billion on October 22, 2026.
- Backlog rose to USD 17.81 billion at the end of September 2026.
- Market capitalization stood at USD 40.9 billion on October 23, 2026.
Comfort Systems USA (ISIN US1999081045) reported USD 3.77 billion in third-quarter revenue on October 22, 2026, while backlog reached USD 17.81 billion. The release from Comfort Systems USA showed diluted earnings per share of USD 13.91, up from USD 8.25 in the third quarter of 2025.
What drove the backlog?
The backlog climbed from USD 14.06 billion on June 30, 2026, and USD 9.38 billion on September 30, 2025. That gives investors a concrete measure of contracted work, but conversion depends on labor, project timing and execution.
Operating income rose to USD 624.6 million in the third quarter of 2026 from USD 378.9 million a year earlier, lifting the operating margin to 16.6 percent from 15.5 percent. Gross margin held at 24.8 percent, so the growth story is currently stronger in scale than in incremental gross profitability.
Three dated company milestones
On July 23, 2026, Comfort Systems USA reported second-quarter revenue of USD 3.27 billion, according to the company's investor-relations overview. On October 22, 2026, the company reported third-quarter revenue of USD 3.77 billion and raised its quarterly dividend to USD 1.00 per share, according to Comfort Systems USA. On October 23, 2026, management discussed the results and a USD 17.8 billion backlog in the earnings call covered by Investing.com.
Stock and valuation context
Comfort Systems USA has a market capitalization of USD 40.9 billion as of October 23, 2026. Its primary listing is the New York Stock Exchange under ticker FIX, and the same dated market data put the 52-week range at USD 841.66 to USD 2,073.99.
The company also generated USD 1.01 billion of operating cash flow in the third quarter of 2026, compared with USD 553.3 million a year earlier. That cash generation gives the backlog story financial support, while the unchanged 24.8 percent gross margin keeps project mix and labor availability central to the next results discussion.
Current euro indication
At Lang & Schwarz, Comfort Systems USA stock was trading intraday at EUR 1,042.00 on October 26, 2026 at 11:08 a.m. CEST. The quote gives German investors a euro-denominated reference while the company's reported results remain in USD.
The further course of trading is shown by the continuously updated real-time quote of Comfort Systems USA stock.
Comfort Systems USA stock facts
- Company: Comfort Systems USA, Inc.
- ISIN: US1999081045
- Ticker: FIX
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 26, 2026, 11:08 a.m. CEST): EUR 1,042.00
- Market capitalization: USD 40.9 billion (as of October 23, 2026)
- 52-week range: USD 841.66-2,073.99 (as of October 23, 2026)
- Sector / Industry: Industrials / Engineering and Construction
Market context: Market report S&P 500.
