This HVAC Contractor's Stock Pops 18%. It's Seeing 'Unprecedented Demand.' -- Barrons.com

Dow Jones

Oct 24, 2025

By Nate Wolf

Shares of Comfort Systems USA soared Friday after the HVAC and electrical contracting company breezed past earnings expectations amid "unprecedented demand" for its services.

The company posted earnings of $8.25 a share for the third quarter, surpassing analysts' consensus estimates of $6.29. Revenue totaled $2.45 billion, up from $1.81 billion a year earlier and above Wall Street's call for $2.16 billion.

Comfort Systems shares rose 18% in premarket trading Friday. The earnings print is another win in a stellar year for shareholders. The stock has risen 95% in 2025 as of Thursday's close.

Comfort Systems' same-store backlog of upcoming work rose by more than $1 billion for a second consecutive quarter due to surging demand, noted CEO Brian Lane. The company also announced the acquisition of private electrical contractors in Michigan and Florida.

"As more great new partners join our team, and in light of our strong backlog and robust pipelines, we are optimistic about our prospects for the fourth quarter and for 2026," Lane said.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

October 24, 2025 09:07 ET (13:07 GMT)

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