Comfort Systems installs and services the heating, ventilation and air-conditioning systems that keep data centers and other large buildings running. We follow it because it builds, equips or runs the data centers that the AI build-out needs.
Checked against the company's own business description in its latest annual filing. · entry updated 2026-10-19
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
Bears on our standing view that the market is paying less for earnings, not doubting the businesses. It is proved wrong if at the late-October to mid-November prints, companies that beat and raise keep falling while companies that miss hold. That would say the market is pricing the businesses, not the money.
last revised 19 Oct 2026 · next scheduled disclosure not yet announced
The full report
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The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
Last close$1,017.50 close of 6 Nov 2026 · Massive and Yahoo agree
52-week range$841.66 – $2,073.99 intraday low 14 Nov 2025 · intraday high 14 May 2026 · 251 sessions to 6 Nov 2026 · both providers agree
Market value$35.6 billion the 6 Nov 2026 close × 34,985,904 shares outstanding on the 10-Q cover, as of 16 Oct 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
Newest first. Every figure traces to a filing; "Show sources" shows which.
25 Oct 2026Comfort Systems backlog a year earlier: $9.38 billionComfort Systems USA Reports Third Quarter 2026 Results (Form 8-K Ex. 99.1), Comfort Systems USA, Oct 22, 2026 · filing(backlog a year earlier)
25 Oct 2026Comfort Systems says backlog is recognized over the next six to 12 months: six to 12 monthsComfort Systems USA Form 10-Q for quarter ended Sept 30, 2026, Comfort Systems USA, Oct 2026 · filing
22 Oct 2026Date of Bloom Energy and Comfort Systems quarterly results releases: Oct 22Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, Oct 22, 2026 · filing
30 Sep 2026Comfort Systems backlog at Sept 30, 2026: $17.81 billionComfort Systems USA Reports Third Quarter 2026 Results (Form 8-K Ex. 99.1), Comfort Systems USA, Oct 22, 2026 · filing(vs $14.06 billion in June)
30 Sep 2026Comfort Systems sequential backlog increase in the quarter: $3.75 billionComfort Systems USA Reports Third Quarter 2026 Results (Form 8-K Ex. 99.1), Comfort Systems USA, Oct 22, 2026 · filing(sequential backlog increase vs June 30, 2026)
30 Sep 2026Comfort Systems same-store backlog: $17.39 billionComfort Systems USA Reports Third Quarter 2026 Results (Form 8-K Ex. 99.1), Comfort Systems USA, Oct 22, 2026 · filing(vs $17.81 billion total backlog)
30 Jun 2026Comfort Systems backlog at June 30, 2026: $14.06 billionComfort Systems USA Reports Third Quarter 2026 Results (Form 8-K Ex. 99.1), Comfort Systems USA, Oct 22, 2026 · filing(vs $17.81 billion at Sept 30)
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-07-23 at launch.
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
