Analyst Consensus ?
ConsensusBuy8 ratings
Bullish562.5%
Neutral337.5%
Bearish00.0%
Comfort Systems USA, Inc. · FIX · FY2025 Q1 · Calendar Q2 2025
Comfort Systems USA: Record backlog, tariffs remain a risk
The current analysis supports the view that strong demand, record backlog and resilient margins can support continued growth, but tariff exposure, cash-flow volatility and execution risks temper confidence.
Reported Before market openNYSEIndustrials
$60.38B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $3.66
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.77B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+5.8%
Event window
SPY move
+2.1%
Same window
Abnormal move
+3.7%
Stock minus SPY
Volume
0.9×
Versus trailing sessions
Subsequent drift
+22.9%
Up to 20 sessions
FIXSPY benchmark
Ask FN2 about FIX FY2025 Q1
Transcript, numbers and history already loaded
What drove FIX's +5.8% move after FY2025 Q1 earnings?What changed in FIX's guidance and outlook in FY2025 Q1?Give me the bull and bear case for FIX after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the backlog increased from $6 billion to $6.9 billion, Q1 growth and margin expansion were highlighted, and tariff uncertainty became a more explicit risk while high-single-digit growth guidance remained maintained.
Guidance delta
Maintained: management reaffirmed high-single-digit revenue growth guidance for 2025 and expressed optimism for 2026.
Key takeaways
- Management reported Q1 revenue growth of 19% year over year and EPS growth of 75% year over year.
- Backlog reached $6.9 billion, with technology, industrial and modular construction demand highlighted as drivers.
- Margins expanded, while tariff uncertainty, cash-flow volatility and tougher second-half comparisons remain watch items.
Management priorities
- Integrate Century Contractors and pursue selective acquisitions.
- Expand modular production and storage capacity while investing in workforce training and technology.
- Continue share repurchases and dividend growth.
Follow FIX with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$1,715.69Previous close
$1,140Low
$1,915.44Average
$2,200High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 12, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Jul 27, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 27, 2026 |
| DA Davidson | Buy | Buy | Maintain | Feb 23, 2026 |
| Stifel | Buy | Buy | Maintain | Jan 26, 2026 |
| Sidoti & Co. | Neutral | Neutral | Maintain | Jun 2, 2020 |
| Guggenheim | Neutral | Buy | Downgrade | Nov 10, 2017 |
| BB&T Capital | Buy | Hold | Upgrade | Dec 1, 2014 |
| Gilford Securities | Neutral | Neutral | Maintain | Jan 10, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $1,715.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $2,100 | $1,672.94 | +22.4% | Aug 20, 2026 |
| Stifel Nicolaus | Brian Brophy | $1,910 | $1,730.11 | +11.3% | Jul 27, 2026 |
| UBS | Analyst unavailable | $2,225 | $1,728.2 | +29.7% | Jul 27, 2026 |
| KeyBanc | Analyst unavailable | $2,110 | $1,733.6 | +23.0% | Jul 27, 2026 |
| Goldman Sachs | Analyst unavailable | $2,159 | $1,684.94 | +25.8% | Jul 9, 2026 |
| UBS | Analyst unavailable | $2,125 | $1,838.11 | +23.9% | Jun 8, 2026 |
| Oppenheimer | Analyst unavailable | $2,200 | $1,868.18 | +28.2% | May 28, 2026 |
| UBS | Analyst unavailable | $1,992 | $1,753.47 | +16.1% | Apr 27, 2026 |
| KeyBanc | Analyst unavailable | $2,004 | $1,740.33 | +16.8% | Apr 24, 2026 |
| GLJ Research | Analyst unavailable | $2,001 | $1,682.15 | +16.6% | Apr 20, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,819 | $1,611 | +6.0% | Apr 16, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,611 | $1,408.1 | -6.1% | Feb 23, 2026 |
| D.A. Davidson | Brent Thielman | $1,800 | $1,411 | +4.9% | Feb 23, 2026 |
| UBS | Analyst unavailable | $1,310 | $1,162.26 | -23.6% | Feb 2, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,196 | $1,121.44 | -30.3% | Jan 26, 2026 |
| D.A. Davidson | Brent Thielman | $1,200 | $935 | -30.1% | Dec 19, 2025 |
| UBS | Joshua Chan | $1,140 | $993 | -33.6% | Oct 27, 2025 |
| Stifel Nicolaus | Analyst unavailable | $1,069 | $981.66 | -37.7% | Oct 24, 2025 |
| D.A. Davidson | Brent Thielman | $810 | $973.94 | -52.8% | Oct 24, 2025 |
| UBS | Joshua Chan | $575 | $479.1 | -66.5% | Dec 9, 2024 |
| UBS | Joshua Chan | $525 | $313.58 | -69.4% | Nov 19, 2024 |
Track every rating change on FIX the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationComfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection.…
Historical context
All FIX earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| DAL Delta Air Lines, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.8% | +0.0% | Delta reports strong Q3 demand while costs and capacity remain key watchpoints |
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
Latest beats and misses
Who reports nextBeat on EPS
Get the FIX recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-10T00:01:43.729046+00:00
- Polygon adjusted daily market bars · 2026-10-12T05:00:40.788479+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T05:00:40.785732+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-12. For educational purposes only; not investment advice.