FIXComfort Systems USA

$1,163.18+39% 1Y

The financials

Comfort Systems USA by the numbers

Comfort Systems USA (FIX) reported revenue of $3.77B in Q3 2026 (quarter ended Sep 30, 2026), up 54% from the same quarter a year earlier. That came with a gross margin of 25% and net income of $489M (13% of revenue). For the full year FY2025, revenue was $9.10B (+30% year on year) and net income $1.02B. Its largest segment in Q2 2026 (quarter ended Jun 30, 2026) was Mechanical at $2.30B, 74% of the disclosed total, well ahead of Existing Building Construction at 16%. The next results filing is expected around Jan 21, 2027, a quarter after the last one.

Comfort Systems USA income statement, Q3 2026 against the same quarter a year earlier
Income statementQ3 2026Q3 2025Change
Revenue$3.77B$2.45B+54%
Gross profit$934M$608M+54%
Operating income$625M$379M+65%
Net income$489M$292M+68%
Diluted EPS$13.91$8.25+69%
Revenue by segment, Q2 2026 (quarter ended Jun 30, 2026), as reported to the SEC · segment disclosure runs one filing behind the income statement
OperatingRevenueShare
Mechanical$2.30B74%
Existing Building Construction$483M16%
Service Calls Maintenance And Monitoring$183M5.9%
Service Projects$145M4.7%

Business segments

Revenue split by operating segment, from SEC XBRL filings.

Latest period: Q2 2026Total $3.11B (+11%)
Mechanical grew +40% year on yearExisting Building Construction -20% year on year
  • Mechanical$2.30Bquarter on quarter +11%year on year +40%
  • Existing Building Construction$483.5Mquarter on quarter +11%year on year -20%
  • Service Calls Maintenance And Monitoring$183.4Mquarter on quarter +17%year on year +13%
  • Service Projects$144.7Mquarter on quarter +4.8%year on year -1.0%
Segment sum = 95% of reported consolidated revenue · Latest source: 10-Q filed Jul 23, 2026, SEC EDGAR