Comfort Systems USA, Inc. · FIX · Next earnings

Comfort Systems USA, Inc. reports Thursday, Feb 18, 2027

FIX reports after market close with consensus EPS at $13.96 and revenue at $3.82B. Last quarter: Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints

Reports After market close105 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $13.96 Calendar consensus
Consensus revenue $3.82B Calendar consensus
Report date Feb 18, 2027 Thursday, date estimated
Session After market close 105 days away

Where FIX left off: FY2026 Q3

Full report

Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints

EPS surprise +8.2% Reported $13.91 vs $12.85
Revenue surprise +10.7% Reported $3.77B vs $3.40B
Stock move -8.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained; the supplied analysis does not specify a numerical guidance change.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Margin pressure from increased equipment and material costs.
  • Early-stage project mix may produce lower realized margins until jobs mature.
  • Potential regulatory or political actions could affect data-center construction.
  • Integration risk from recent acquisitions.
  • Labor availability constraints in a tight skilled-craft market.

Questions analysts left open

  • Reasons behind the sequential margin decline and the impact of equipment and material mix.
  • Timing of project completions and when early-stage jobs will convert to margin.
  • Lack of additional programmatic modular customers despite demand.
  • Potential effects of state-level data-center moratoriums or regulatory changes.
  • Whether backlog duration and current bookings could reduce bookings in future quarters.

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Recent FIX quarters

All FIX earnings
-8.5%FY2026 Q3-5.3%FY2026 Q2-2.7%FY2026 Q1+6.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.