Comfort Systems USA, Inc. · FIX · Next earnings

Comfort Systems USA, Inc. reports Thursday, Oct 22, 2026

FIX reports after market close with consensus EPS at $12.81 and revenue at $3.39B. Last quarter: FIX Q1 2026: Revenue Doubles, Record Backlog as Data-Center Demand Accelerates

Reports After market close32 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $12.81 Calendar consensus
Consensus revenue $3.39B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session After market close 32 days away

Where FIX left off: FY2026 Q1

Full report

FIX Q1 2026: Revenue Doubles, Record Backlog as Data-Center Demand Accelerates

EPS surprise +54.3% Reported $10.51 vs $6.81
Revenue surprise +19.7% Reported $2.87B vs $2.39B
Stock move -2.7% Event window
Subsequent drift +5.9% Up to 20 sessions

Management maintained its mid- to high-20% organic growth guidance for 2026, supported by record backlog and strong bookings. Capex outlook increased from stable to roughly 5% of revenue for the full year. A new $0.80 quarterly dividend was announced. Guidance sentiment remained maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Labor shortages may limit the ability to scale at current pace.
  • Rising material and equipment costs could pressure margins.
  • A one-time $43 million change-order benefit is not repeatable.
  • Regulatory uncertainty around data-center power restrictions in some states.
  • Dependence on data-center construction demand and hyperscaler capex cycles.

Questions analysts left open

  • Sustainability of mid- to high-20% organic growth guidance.
  • Details and integration timeline of the electrical contractor acquisition.
  • CapEx allocation for the remainder of the year and its impact on cash flow.
  • Labor and material cost pressures.
  • Potential regulatory impacts on data-center projects.

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Recent FIX quarters

All FIX earnings
-2.7%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.