ABOUT THIS EPISODE
Comfort Systems USA reported Q3 2026 after the close on October 22: revenue $3.77B (+54% YoY) and EPS $13.91 (+69%) both beat consensus, operating margin widened to 16.6%, and backlog hit a record $17.81B — up 90% year over year, with same-store backlog up ~85%. Technology (mostly data centers) is now ~58% of revenue, electrical revenue grew ~85%, and free cash flow was $806M in the quarter with $2.16B of cash against ~$50M of debt. Alex and Jordan walk the quarter, the backlog and tech mix, the margin reset, modular capacity expansion, the CFO transition, and the bull/bear debate — and why the stock sold off anyway.
English
United States
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