FIX
Comfort Systems USAPrevious close
1,573.96
Change
−13.39 / −0.84%
P/E (TTM) ?
38.6
Market Cap
$55.9B
1M
−9.49%
S&P 500 −0.63% over same period
Volume / Avg Volume
278K / 292K
0.95× average
Latest earnings analysisFY2026 Q2Reported 2026-07-23
Comfort Systems Q2 2026: revenue up 50.3%, EPS $12.53, record cash
Comfort Systems delivered a blowout second quarter: revenue of $3.27 billion (up 50.3%), EPS of $12.53 (up 91.9% and 18.7% above the $10.56 consensus) and roughly $1.00 billion of free cash flow. Gross margin improved to 25.9%, the balance sheet is nearly debt-free, and backlog reached $14.06 billion. The catch: no numeric guidance, so backlog carries the forward-looking weight. View is Bullish.
Read the full analysis →Revenue$3.27BYoY +50.30%
EPS$12.53Beatest. $10.56
Next-day move−5.33%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | 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 65 of its 5-year rangeMid-range
5-year range 23.8 – 55.1 · Median 33.9
Last 4 quarters: $113M in buybacks + $91.6M in dividends, 0.37% of market cap combined
P/E (TTM)
38.6
P/B
17.2
P/S
4.9
Dividend Yield
0.50%
Earnings Reaction
Over the last 6 reports, the stock moved ±10.2% on average on the first trading day after, rising 4 times
Most recent −5.33%
Volatility & Correlation
1-year beta 2.51 · Correlation with S&P 500 0.57High 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 5 · $56.3MNet selling $56.3M
- 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
- 06-24MYERS FRANKLINDirectorSell$13.1M6,700 shares · Avg price 1,954.47
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 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 |
| FY2023 Q3 | 1.38 | +23.0% | 20.1% | 0.11 | 2.93 |