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Comfort Systems’ $3.8 Billion Quarter: Electrical Revenue Surges 85%!

Comfort Systems USA, Inc. reported robust financial results for the third quarter of 2026, evidencing significant revenue and profit growth, supported by strong demand across its segments. The company earned $13.91 per share, an increase of $5.66 compared to the prior-year quarter, with total revenue reaching $3.8 billion—a 54% rise driven primarily by the Electrical and Mechanical segments, which recorded growth of 85% and 43% respectively. Despite this sizable top-line expansion, gross profit margins remained steady at 24.8%, though the Electrical segment saw a decline from 26.2% to 24.3%, largely attributed to the absence of last year’s discrete gains and a higher concentration of equipment and materials in the cost mix. Operating income increased by 65% to $625 million, with operating margin improving to 16.6%. Selling, general, and administrative expenses accounted for 8.3% of revenue, down from 9.4% a year prior, reflecting ongoing investment to support growth.