Comfort Systems USA, Inc. (FIX)

The company now

Comfort Systems USA reported third-quarter 2026 revenue of $3.77 billion on 22 October, up from $2.45 billion a year earlier, with net income of $489.0 million 2. Backlog, the work contracted but not yet billed, reached $17.81 billion at 30 September, against $14.06 billion at 30 June 2.

The company says the growth came from strong market conditions, especially in the technology sector, particularly for data centers 1. Same-store activity, meaning work at companies owned a full year, rose 46.3 percent, and acquisitions added another 7.4 percent 1.

Technology work was 59 percent of revenue, up from 42 percent a year before, the company said on its earnings call 7. The same call put a weight on customers' ability to pay, because the company spends heavily on factory space built for a few buyers 7.

The company also said that chief financial officer William George will retire after the 2026 annual report is filed, and Julie Shaeff, now chief accounting officer, will take the job 36. The open question is how the company keeps pace with demand: the call put modular factory space at about 6 million square feet by the end of 2027 7.

As of Nov 3, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.