Comfort Systems USA, Inc. reported a $17.81 billion backlog at Sept. 30 alongside sharply higher third-quarter earnings, showing the scale of work on hand as the Houston contractor heads into year-end.
Net income for the three months ended Sept. 30 was $489 million, compared with $291.6 million a year earlier. Revenue totaled $3.77 billion, against $2.45 billion in the third quarter of 2025. Diluted earnings per share were $13.91, up from $8.25, while operating cash flow reached $1.01 billion, compared with $553.3 million.
Backlog was $14.06 billion three months earlier and $9.38 billion at Sept. 30, 2025. On a same-store basis, it stood at $17.39 billion at Sept. 30, versus $9.38 billion a year earlier.
The company disclosed the results in a release filed as Exhibit 99.1 to an Oct. 22 Form 8-K with the U.S. Securities and Exchange Commission. Chief Executive Officer Brian Lane credited demand and team execution for the results. He also said the company was positioned for organic growth through year-end and 2027.
Comfort Systems scheduled a webcast and conference call to discuss the results for 11 a.m. ET (15:00 UTC) Friday, Oct. 23.
