Comfort Systems USA (NYSE: FIX) reported third-quarter 2026 revenue of $3.77 billion and net income of $489.0 million, or $13.91 per diluted share, for the quarter ended September 30.
Third-quarter revenue was up from $2.45 billion a year earlier, while net income rose from $291.6 million. Operating cash flow totaled $1.01 billion, and backlog stood at $17.81 billion at quarter-end.
- GAAP revenue was $3.766 billion, compared with $2.451 billion in the third quarter of 2025.
- GAAP diluted EPS was $13.91, versus $8.25 a year earlier; basic EPS was $13.93.
- Nine-month revenue was $9.90 billion and net income was $1.30 billion, or $36.94 per diluted share.
- Backlog increased from $14.06 billion on June 30, 2026, and $9.38 billion on September 30, 2025.
- The company will host a results webcast and conference call on October 23, 2026, at 10:00 a.m. Central Time.
$FIX Insider Trading Activity
$FIX insiders have traded $FIX stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $FIX stock by insiders over the last 6 months:
- BRIAN E. LANE (CHIEF EXECUTIVE OFF.) has made 0 purchases and 2 sales selling 27,137 shares for an estimated $47,660,733.
- WILLIAM III GEORGE (CHIEF FINANCIAL OFFICER) sold 2,554 shares for an estimated $4,749,549
- WILLIAM J SANDBROOK sold 1,500 shares for an estimated $2,599,000
- PABLO G. MERCADO, sold 500 shares for an estimated $889,890
- RHOMAN J HARDY sold 342 shares for an estimated $649,827
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FIX Hedge Fund Activity
We have seen 691 institutional investors add shares of $FIX stock to their portfolio, and 606 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 838,417 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,661,700,573
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 297,845 shares (+inf%) to their portfolio in Q2 2026, for an estimated $590,313,897
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 265,482 shares (-42.8%) from their portfolio in Q2 2026, for an estimated $526,172,049
- CAPITAL INTERNATIONAL INVESTORS removed 250,439 shares (-63.9%) from their portfolio in Q2 2026, for an estimated $496,357,576
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 249,385 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $494,268,600
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 220,548 shares (+96731.6%) to their portfolio in Q2 2026, for an estimated $437,115,108
- FMR LLC added 210,282 shares (+14.5%) to their portfolio in Q2 2026, for an estimated $416,768,409
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
