Comfort Systems USA, Inc. (FIX) reported significant growth in the first nine months of 2025, with mechanical segment revenues increasing by 19% to $4.85 billion and electrical segment revenues rising by 47.9% to $1.60 billion. As of September 30, 2025, the company achieved a record backlog of $9.38 billion, a 65.1% year-over-year increase, bolstered by strong demand from the technology sector.
Heading into 2026, Comfort Systems anticipates continued stability in earnings supported by its robust mechanical and electrical operations. Estimates for the company’s 2026 earnings have risen to $30.61 per share, indicating a projected growth of 16.4% year-over-year. Comfort Systems shares have gained 19.4% in the past three months, outperforming the Zacks Building Products – Air Conditioner and Heating industry, which saw a decline of 1.3%.
