Comfort Systems USA三季度营收37.7亿美元增约54% 每股收益13.91美元 积压订单178亿美元 股息提至1美元
休斯顿——全美最大的机械与电气承包商之一 Comfort Systems USA（纽交所：FIX）10月22日盘后发布2026年三季度业绩。据公司经 Business Wire 发布的官方业绩稿，该季度营收37.663亿美元，上年同期为24.510亿美元，增幅约54%；营业利润6.246亿美元，营业利润率16.6%；净利润4.890亿美元，摊薄每股收益13.91美元，上年同期净利2.916亿美元、每股收益8.25美元。经营活动现金流10.1亿美元，上年同期为5.533亿美元。
截至9月30日，公司积压订单达178.1亿美元，较6月30日的140.6亿美元增加约38亿美元，较上年同期的93.8亿美元接近翻倍；同店口径积压订单为173.9亿美元。前九个月累计营收98.973亿美元，净利润13.010亿美元，摊薄每股收益36.94美元。公司同时宣布季度股息每股1.00美元，较此前提高0.10美元，将于2026年11月23日支付、11月12日为登记日。
首席执行官 Brian Lane 在业绩稿中表示：「我们很高兴报告又一个出色季度的业绩。本季度每股收益来到13.91美元的历史新高，营收增长强劲、利润率持续强劲，经营现金流达到10亿美元。作为业绩的直接结果，我们的积压订单增至178亿美元的新高，预示未来的持续增长。」他表示，公司在技术、工业与机构市场的需求强劲，并提到当季完成的重要收购。
Comfort Systems USA 总部位于德克萨斯州休斯顿，通过分布在155个城市的211个网点提供供暖、通风与空调（HVAC）、机械与电气安装及服务，是数据中心等大型建设项目的主要承包商之一，公司将于10月23日中部时间上午10时举行三季度业绩电话会。
Comfort Systems USA Q3 Revenue Rises About 54% to $3.77 Billion; EPS $13.91; Backlog Reaches $17.8 Billion; Dividend Raised to $1.00
HOUSTON — Comfort Systems USA (NYSE: FIX), one of the largest U.S. mechanical and electrical contractors, reported third-quarter 2026 results after the close on October 22. According to the company's official earnings release distributed via Business Wire, Q3 revenue was $3,766.3 million, versus $2,451.0 million a year earlier, an increase of about 54%. Operating income was $624.6 million, a 16.6% margin. Net income was $489.0 million, or $13.91 per diluted share, versus net income of $291.6 million, or $8.25 per share, a year earlier. Cash flow from operations was $1.01 billion, versus $553.3 million a year earlier.
Backlog stood at $17.81 billion as of September 30, up roughly $3.8 billion from $14.06 billion at June 30 and nearly double the $9.38 billion a year earlier; same-store backlog was $17.39 billion. For the first nine months, revenue totaled $9,897.3 million, net income $1,301.0 million, and diluted EPS $36.94. The company also declared a quarterly dividend of $1.00 per share, up $0.10, payable November 23, 2026, to holders of record on November 12.
CEO Brian Lane said in the release: "We are pleased to report another great quarter of results. Earnings per share reached a record high this quarter at $13.91 per share, with strong revenue growth, continuing strong margins, and operating cash flow of $1 billion. As a direct result of these efforts, our backlog rose to a record high of $17.8 billion, indicating continued growth in our future." He cited strong demand across technology, industrial and institutional markets and a significant acquisition closed during the quarter.
Comfort Systems USA is headquartered in Houston, Texas. Through 211 locations in 155 cities it provides HVAC, mechanical and electrical installation and services, and is a major contractor for large projects including data centers. The company will hold its Q3 earnings call at 10:00 a.m. Central Time on October 23.
来源：GSM·美国（原文链接）
图片来源：图：直升机吊装屋顶暖通空调机组（资料图）。照片：Ben Schumin，CC BY-SA 2.0，经Wikimedia Commons。Photo: A helicopter delivering a rooftop HVAC unit (file photo). Photo: Ben Schumin, CC BY-SA 2.0, via Wikimedia Commons.
