$FIX (COMFORT SYSTEMS USA) — 8-K: FIX Q3 FY26: EPS $13.91 Beats Street by $1.06 (+8.2%) as Revenue Jumps 53.9%

Comfort Systems delivered a strong beat with GAAP EPS of $13.91 versus consensus of $12.85, a +8.2% surprise. Revenue came in at $3.77 billion, up 53.9% YoY, with net income of $489 million. The print was driven by strong ongoing demand and consistent execution across every metric, with backlog rising to $17.81 billion as of September 30, 2026 from $9.38 billion a year earlier.

Comfort Systems delivered a strong beat with GAAP EPS of $13.91 versus consensus of $12.85, a +8.2% surprise. Revenue came in at $3.77 billion, up 53.9% YoY, with net income of $489 million. The print