FIX
Comfort Systems USAPrevious close
1,232.66
Change
−93.57 / −7.06%
P/E (TTM) ?
26.7
Market Cap
$43.2B
1M
−25.48%
S&P 500 −0.91% over same period
Volume / Avg Volume
766K / 712K
1.08× average
Latest earnings analysisFY2026 Q3Reported 2026-10-22
Comfort Systems Q3 2026: revenue up 53.7%, EPS $13.91 beats
Comfort Systems turned in a volume-led blowout: revenue rose 53.7% to $3.77 billion and diluted EPS climbed 68.6% to $13.91, ahead of the $12.9993 consensus. Read it as a backlog story — $17.81 billion of signed work versus $9.38 billion a year ago — being converted into revenue faster than overhead grew. Gross margin was flat year over year, so the beat came from scale, not pricing.
Read the full analysis →Revenue$3.77BYoY +53.70%
EPS$13.91Beatest. $13.00
Next-day move−9.26%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-09 | 2026-10-22 | $3.8B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-23 | $3.3B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-23 | $2.9B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-19 | $9.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-23 | $2.5B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-24 | $2.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-24 | $1.8B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 14 of its 5-year rangeCheap
5-year range 24.2 – 55.2 · Median 34.9
Last 4 quarters: $438M in buybacks + $106M in dividends, 1.26% of market cap combined
P/E (TTM)
26.7
P/B
13.1
P/S
3.5
Dividend Yield
0.50%
Earnings Reaction
Over the last 7 reports, the stock moved ±10.1% on average on the first trading day after, rising 4 times
Most recent −9.26%
Volatility & Correlation
1-year beta 2.59 · Correlation with S&P 500 0.58High beta
Annualized volatility 57% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 4 · $43.2MNet selling $43.2M
- 08-26Lane Brian E.CHIEF EXECUTIVE OFF.Sell$25.8M16,024 shares · Avg price 1,608.21
- 08-17GEORGE WILLIAM IIICHIEF FINANCIAL OFFICERSell$4.7M2,554 shares · Avg price 1,859.65
- 08-11MYERS FRANKLINDirectorSell$6.8M4,000 shares · Avg price 1,693.92
- 08-10MYERS FRANKLINDirectorSell$5.9M3,500 shares · Avg price 1,690.47
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 3.77 | +53.7% | 24.8% | 0.49 | 13.91 |
| FY2026 Q2 | 3.27 | +50.3% | 25.9% | 0.44 | 12.53 |
| FY2026 Q1 | 2.87 | +56.5% | 26.3% | 0.37 | 10.51 |
| FY2025 Q4 | -4.62 | −347.6% | 24.2% | 0.33 | 9.35 |
| FY2025 Q3 | 2.45 | +35.2% | 24.8% | 0.29 | 8.25 |
| FY2025 Q2 | 2.17 | +20.1% | 23.5% | 0.23 | 6.53 |
| FY2025 Q1 | 1.83 | +19.1% | 22.0% | 0.17 | 4.75 |
| FY2024 Q4 | 1.87 | +37.6% | 23.2% | 0.15 | 4.08 |
| FY2024 Q3 | 1.81 | +31.5% | 21.1% | 0.15 | 4.09 |
| FY2024 Q2 | 1.81 | +39.6% | 20.1% | 0.13 | 3.74 |
| FY2024 Q1 | 1.54 | +30.8% | 19.3% | 0.10 | 2.69 |
| FY2023 Q4 | 1.36 | +21.5% | 20.6% | 0.09 | 2.56 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| FIX | 26.7 | +53.7% | 24.8% | −25.48% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |