Analyst Consensus ?
ConsensusBuy8 ratings
Bullish562.5%
Neutral337.5%
Bearish00.0%
Comfort Systems USA, Inc. · FIX · FY2026 Q2 · Calendar Q3 2026
Comfort Systems USA beats estimates; current-quarter analysis is limited
The supplied facts confirm an earnings beat, but they do not provide enough current-quarter transcript analysis to test whether earnings growth and demand remain durable. The prior-quarter evidence was constructive on backlog and data-center demand, with execution and regulatory risks still relevant.
Reported After market closeNYSEIndustrials
$57.16B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$12.53
Consensus $10.45
EPS surprise
+19.9%
Reported versus consensus
Reported revenue
$3.27B
Consensus $2.99B
Revenue surprise
+9.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-5.3%
Event window
SPY move
+0.1%
Same window
Abnormal move
-5.4%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-4.5%
Up to 20 sessions
FIXSPY benchmark
Ask FN2 about FIX FY2026 Q2
Transcript, numbers and history already loaded
Why did FIX fall 5.3% after beating EPS estimates in FY2026 Q2?What changed in FIX's guidance and outlook in FY2026 Q2?Give me the bull and bear case for FIX after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied current-quarter scorecard shows EPS and revenue above estimates, and the stock underperformed the benchmark over the stated reaction window. A current-quarter transcript analysis was not available, so management's updated narrative and guidance changes remain missing.
Guidance delta
Not available in the supplied current-quarter analysis.
Key takeaways
- Reported EPS and revenue exceeded the supplied estimates.
- The market reaction was negative over the stated reaction window, while the supplied current-quarter transcript analysis is unavailable.
- Prior-quarter analysis highlighted strong backlog, data-center demand and capacity expansion, alongside labor, cost and regulatory risks.
Management priorities
- Prior-quarter priorities included expanding modular capacity, maintaining disciplined project selection and growing service and maintenance revenue.
- Current-quarter management priorities are not available in the supplied analysis.
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
$1,625.9Current
$1,140Low
$1,915.44Average
$2,200High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 24, 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 current price $1,625.9. 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 | +29.2% | Aug 20, 2026 |
| Stifel Nicolaus | Brian Brophy | $1,910 | $1,730.11 | +17.5% | Jul 27, 2026 |
| UBS | Analyst unavailable | $2,225 | $1,728.2 | +36.8% | Jul 27, 2026 |
| KeyBanc | Analyst unavailable | $2,110 | $1,733.6 | +29.8% | Jul 27, 2026 |
| Goldman Sachs | Analyst unavailable | $2,159 | $1,684.94 | +32.8% | Jul 9, 2026 |
| UBS | Analyst unavailable | $2,125 | $1,838.11 | +30.7% | Jun 8, 2026 |
| Oppenheimer | Analyst unavailable | $2,200 | $1,868.18 | +35.3% | May 28, 2026 |
| UBS | Analyst unavailable | $1,992 | $1,753.47 | +22.5% | Apr 27, 2026 |
| KeyBanc | Analyst unavailable | $2,004 | $1,740.33 | +23.3% | Apr 24, 2026 |
| GLJ Research | Analyst unavailable | $2,001 | $1,682.15 | +23.1% | Apr 20, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,819 | $1,611 | +11.9% | Apr 16, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,611 | $1,408.1 | -0.9% | Feb 23, 2026 |
| D.A. Davidson | Brent Thielman | $1,800 | $1,411 | +10.7% | Feb 23, 2026 |
| UBS | Analyst unavailable | $1,310 | $1,162.26 | -19.4% | Feb 2, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,196 | $1,121.44 | -26.4% | Jan 26, 2026 |
| D.A. Davidson | Brent Thielman | $1,200 | $935 | -26.2% | Dec 19, 2025 |
| UBS | Joshua Chan | $1,140 | $993 | -29.9% | Oct 27, 2025 |
| Stifel Nicolaus | Analyst unavailable | $1,069 | $981.66 | -34.3% | Oct 24, 2025 |
| D.A. Davidson | Brent Thielman | $810 | $973.94 | -50.2% | Oct 24, 2025 |
| UBS | Joshua Chan | $575 | $479.1 | -64.6% | Dec 9, 2024 |
| UBS | Joshua Chan | $525 | $313.58 | -67.7% | 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 |
|---|---|---|---|---|
| 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 |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
| DCI Donaldson Company, Inc. | FY2026 Q4 · Calendar Q3 2026 | +1.8% | +2.1% | Donaldson posts record FY26 and targets further growth |
Latest beats and misses
Who reports nextBeat on EPS
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
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 · 2026-07-28T23:41:02.772547+00:00
- FN2 earnings calendar · 2026-08-27T01:23:13.912278+00:00
- Polygon adjusted daily market bars · 2026-09-23T22:40:56.030385+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-23T22:40:56.027022+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 2026-09-23. For educational purposes only; not investment advice.