Q2 EPS Estimates for Comfort Systems USA Boosted by KeyCorp

Key Points

• KeyCorp raised its Q2 2026 EPS estimate for Comfort Systems USA to $11.40 (from $9.96), maintained an Overweight rating and a $2,004 price target, and issued FY2026 EPS of $44.66 and FY2027 EPS of $59.38.
• Comfort Systems posted a strong Q1 beat with EPS of $10.51 vs. consensus $6.81 and revenue of $2.87 billion (up 56.5% year-over-year), delivering a 51.69% return on equity and a 12.07% net margin.
• The company increased its quarterly dividend to $0.80 (ex-dividend May 15), while insiders have sold roughly 37,288 shares (~$53.7M) over the past three months and institutional investors own about 96.51% of the stock.

Comfort Systems USA, Inc. (NYSE:FIX - Free Report) - Investment analysts at KeyCorp raised their Q2 2026 earnings per share estimates for Comfort Systems USA in a report released on Friday, April 24th. KeyCorp analyst S. Jain now expects that the construction company will post earnings of $11.40 per share for the quarter, up from their previous forecast of $9.96. KeyCorp has a "Overweight" rating and a $2,004.00 price target on the stock. The consensus estimate for Comfort Systems USA's current full-year earnings is $37.06 per share. KeyCorp also issued estimates for Comfort Systems USA's Q3 2026 earnings at $10.99 EPS, Q4 2026 earnings at $11.76 EPS, FY2026 earnings at $44.66 EPS and FY2027 earnings at $59.38 EPS.

Comfort Systems USA (NYSE:FIX - Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The construction company reported $10.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.81 by $3.70. Comfort Systems USA had a return on equity of 51.69% and a net margin of 12.07%.The company had revenue of $2.87 billion for the quarter, compared to analysts' expectations of $2.39 billion. During the same period last year, the firm earned $4.75 EPS. The firm's revenue for the quarter was up 56.5% on a year-over-year basis.

FIX has been the topic of several other reports. Zacks Research cut shares of Comfort Systems USA from a "strong-buy" rating to a "hold" rating in a research report on Friday. Wall Street Zen lowered shares of Comfort Systems USA from a "strong-buy" rating to a "buy" rating in a research report on Saturday, January 3rd. UBS Group lifted their price objective on shares of Comfort Systems USA from $1,680.00 to $1,992.00 and gave the stock a "buy" rating in a research note on Monday. Glj Research began coverage on shares of Comfort Systems USA in a report on Monday, April 20th. They issued a "buy" rating and a $2,001.00 target price on the stock. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of Comfort Systems USA in a research note on Monday, April 20th. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $1,923.20.

Comfort Systems USA Trading Up 4.2%

Shares of Comfort Systems USA stock opened at $1,797.88 on Tuesday. The business has a fifty day simple moving average of $1,472.62 and a 200-day simple moving average of $1,171.61. Comfort Systems USA has a fifty-two week low of $380.00 and a fifty-two week high of $1,829.66. The firm has a market cap of $63.26 billion, a price-to-earnings ratio of 51.87 and a beta of 1.60. The company has a quick ratio of 1.21, a current ratio of 1.24 and a debt-to-equity ratio of 0.01.

Institutional Investors Weigh In On Comfort Systems USA

A number of large investors have recently made changes to their positions in FIX. Coston McIsaac & Partners lifted its stake in Comfort Systems USA by 3.0% in the first quarter. Coston McIsaac & Partners now owns 239 shares of the construction company's stock valued at $329,000 after acquiring an additional 7 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its stake in shares of Comfort Systems USA by 1.4% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 572 shares of the construction company's stock worth $789,000 after acquiring an additional 8 shares in the last quarter. Fulton Bank N.A. raised its stake in shares of Comfort Systems USA by 1.3% in the 1st quarter. Fulton Bank N.A. now owns 603 shares of the construction company's stock valued at $832,000 after acquiring an additional 8 shares in the last quarter. Farmers & Merchants Investments Inc. boosted its position in Comfort Systems USA by 29.0% during the fourth quarter. Farmers & Merchants Investments Inc. now owns 40 shares of the construction company's stock worth $37,000 after purchasing an additional 9 shares during the period. Finally, Great Lakes Advisors LLC raised its position in shares of Comfort Systems USA by 3.0% in the fourth quarter. Great Lakes Advisors LLC now owns 312 shares of the construction company's stock valued at $291,000 after purchasing an additional 9 shares during the period. Institutional investors and hedge funds own 96.51% of the company's stock.

Insiders Place Their Bets

In other Comfort Systems USA news, CFO William George III sold 9,000 shares of the company's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $1,434.97, for a total transaction of $12,914,730.00. Following the completion of the sale, the chief financial officer directly owned 37,824 shares of the company's stock, valued at approximately $54,276,305.28. This represents a 19.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Darcy Anderson sold 4,500 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $1,369.74, for a total transaction of $6,163,830.00. Following the completion of the transaction, the director owned 18,035 shares of the company's stock, valued at approximately $24,703,260.90. The trade was a 19.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,288 shares of company stock worth $53,677,038 over the last three months. Company insiders own 1.59% of the company's stock.

Comfort Systems USA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.80 per share. This is a positive change from Comfort Systems USA's previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Friday, May 15th. Comfort Systems USA's dividend payout ratio (DPR) is currently 9.23%.

Comfort Systems USA Company Profile

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.

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