US · Industrials · Engineering & Construction
EPS came in at 13.91 against a street estimate of 12.71 — a beat of 9.4%.
Analysts rate Comfort Systems USA Inc a strong buy (9 buy, 1 hold, 0 sell out of 10) with an average price target of $1,820.56.
CONFIDENT Record revenue, earnings, backlog and cash flow showed exceptional demand, especially in technology. Management expects continued growth through 2026-27, while labor availability and project mix remain constraints. Q3 FY26 No geographic performance breakdown was discussed. Analysts focused on margin normalization, backlog duration, customer quality, modular commitments, labor capacity and capital deployment. Management attributed pressure to mix and project timing while emphasizing exceptionally strong demand and disciplined underwriting. 2026-10-23…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.65% |
| Vanguard Capital Management, LLC | 6.53% |
| Vanguard Portfolio Management, LLC | 5.30% |
| FMR Inc | 4.72% |
| State Street Corp | 4.37% |
| Geode Capital Management, LLC | 3.27% |
| AQR Capital Management LLC | 3.01% |
| JPMorgan Chase & Co | 2.38% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • The board authorized the company to repurchase up to 994,606 additional shares, increasing the program’s remaining capacity to up | 2026-11-05 |
| Reg FD disclosure · Q4 2026 BUSINESS & SEGMENT HIGHLIGHTS • Comfort Systems USA, Inc. provides commercial, industrial and institutional heating, ventilation, air conditioning an | 2026-10-28 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $3,766,302, up from $2,450,969 in the same period of 2025. • Nine-mont | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $3.77 billion, up from $2.45 billion in the third quarter of 2025. • Net income was $489.0 million | 2026-10-22 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Comfort Systems USA, Inc. announced a planned CFO transition on October 16, 2026. • William George will retire as Executive Vice | 2026-10-22 |
| Reg FD disclosure · Q3 2026 COMFORT SYSTEMS USA, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Comfort Systems USA, Inc. (Ticker: FIX, NYSE) • Filing Date: August 3, 2026 | 2026-08-03 |
| Quarterly report · Q2 2026 COMFORT SYSTEMS USA, INC. – Q2 2026 SUMMARY HEADLINE NUMBERS • Revenue (6 months): $6,130,988 thousand | Q2 alone: $3,265,656 thousand (50% increase | 2026-07-23 |
| Results announced · Q3 2026 COMFORT SYSTEMS USA, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $441.6 million ($12.53 per diluted share) vs. $230.8 mil | 2026-07-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.00 / share ex-date Nov 12, 2026 · pay Nov 23, 2026 | 2026-11-12 |
| Dividend | $0.90 / share ex-date Aug 13, 2026 · pay Aug 24, 2026 | 2026-08-13 |
| Dividend | $0.80 / share ex-date May 15, 2026 · pay May 26, 2026 | 2026-05-15 |
| Dividend | $0.70 / share ex-date Mar 6, 2026 · pay Mar 17, 2026 | 2026-03-06 |
| Dividend | $0.60 / share ex-date Nov 13, 2025 · pay Nov 24, 2025 | 2025-11-13 |
| Announcement | Date |
|---|---|
| Stock repurchase program expanded by up to 1,000,000 shares Comfort Systems USA increased its stock repurchase authorization, allowing it to buy up to 1,000,000 additional shares. The company had already repurchased 11,752,570 shares through November | 2026-11-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.