COMFORT SYSTEMS USA $FIX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY
🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY
🔹 Gross Margin: 24.8%
🔹 Operating Cash Flow: $1.01B; +83% YoY
🔹 Backlog: $17.81B; +90% YoY
Other Q3 Metrics:
🔹 Operating Income: $624.6M BITDA: $667.9M (Est. $629M) 🟢
🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴
🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY
🔹 Operating Margin: 16.6%
🔹 Free Cash Flow: $805.6M
🔹 Same-Store Backlog: $17.39B; +85% YoY
Comments:
🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”
🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY
🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY
🔹 Gross Margin: 24.8%
🔹 Operating Cash Flow: $1.01B; +83% YoY
🔹 Backlog: $17.81B; +90% YoY
Other Q3 Metrics:
🔹 Operating Income: $624.6M BITDA: $667.9M (Est. $629M) 🟢
🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴
🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY
🔹 Operating Margin: 16.6%
🔹 Free Cash Flow: $805.6M
🔹 Same-Store Backlog: $17.39B; +85% YoY
Comments:
🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”
Oct 22, 2026 · 8:12 PM UTC
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@wallstengine Someone always knows!
$902.8k bearish 3-legged Comfort Systems $FIX put options position hitting the tape this afternoon, quarterly earnings announcement coming up after the closing bell today
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@wallstengine FIX's 50% revenue growth and 90% backlog jump really stand out, especially with that strong demand commentary. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.
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@wallstengine $FIX crushed Q3'26 estimates with $3.77B revenue (+50% YoY) and $13.91 EPS (+70% YoY), driven by a massive 90% YoY surge in backlog to $17.81B. You and @DangerDaveINK are my absolute go-to sources for financial info.
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@wallstengine Thanks for this. Your analysis stays clear and useful every time. Along with @JasonKMiller_ you’re who I follow most.
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