Comfort Systems USA, Inc. Q3 2025 Earnings Recap

FIX Q3 2025 October 24, 2025

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Comfort Systems USA reported outstanding third quarter results with EPS doubling year-over-year to $8.25, driven by robust construction demand and strategic acquisitions.

Earnings Per Share Beat

$8.25 vs $6.29 est.

+31.2% surprise

Revenue Beat

2450969000 vs 2157859114 est.

+13.6% surprise

Market Reaction

1-Day +18.99%

5-Day +22.5%

30-Day +11.64%

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Key Takeaways

Revenue increased 35% year-over-year to $2.5 billion, primarily fueled by a 71% growth in the electrical segment.
Record backlog reached $9.4 billion, reflecting a 65% increase compared to the same time last year.
EBITDA surged by 74% to $414 million, marking the highest quarterly EBITDA in company history.
Quarterly dividend raised by 20% to $0.60 per share, reinforcing commitment to returning capital to shareholders.
Recent acquisitions of FZ Electrical and Meisner Electric expected to generate an additional $200 million in annual revenue and $15 million to $20 million in EBITDA.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit FIX on AllInvestView.