๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข EPS: $12.53 (Est. $10.46) โ
โข Revenue: $3.27B (Est. $2.99B) โ
โข Operating cash flow: $1.14B vs. $252.5M YoY
โข Backlog reached a record $14.06B, up from $8.12B a year ago.
โข Operating margin expanded to 17.1% from 13.8% YoY.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue increased 50% YoY while EPS surged 92%, driven by broad-based execution across end markets.
โข Free cash flow reached a record $999.3M as strong project execution accelerated cash conversion.
โข Same-store backlog increased to $13.70B from $8.12B a year ago, supporting visibility into 2027.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
CEO Brian Lane said Comfort Systems delivered record results across virtually every operating metric, highlighting unprecedented quarterly cash flow above $1B and a rapidly expanding backlog. Management expects strong demand and project pipelines to support continued growth through the rest of 2026 and into 2027.