Comfort Systems USA (FIX) Set to Announce Quarterly Earnings on Thursday

Key Points

• Comfort Systems USA is expected to report Q3 2026 results after Thursday’s market close. Analysts forecast earnings of $12.85 per share on $3.39 billion in revenue, with the conference call scheduled for Friday, October 23.
• The company’s previous quarter exceeded expectations, posting $12.53 EPS versus $10.45 estimated and $3.27 billion in revenue. Revenue increased 50.3% year over year, while analysts expect full-year EPS of $48.15.
• Wall Street maintains a “Moderate Buy” consensus, with an average price target of $2,082.86 versus the reported share price of $1,538.84. Comfort Systems also raised its quarterly dividend to $0.90 per share, although recent insider selling totaled $43.2 million.

Comfort Systems USA (NYSE:FIX - Get Free Report) is expected to be releasing its Q3 2026 results after the market closes on Thursday, October 22nd. Analysts expect the company to post earnings of $12.85 per share and revenue of $3.39 billion for the quarter. Individuals may visit the company's upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Friday, October 23, 2026 at 11:00 AM ET.

Comfort Systems USA (NYSE:FIX - Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The construction company reported $12.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $10.45 by $2.08. The business had revenue of $3.27 billion for the quarter, compared to analysts' expectations of $2.99 billion. Comfort Systems USA had a return on equity of 53.55% and a net margin of 12.77%. Comfort Systems USA's quarterly revenue was up 50.3% on a year-over-year basis. During the same period in the previous year, the business posted $6.53 earnings per share. On average, analysts expect Comfort Systems USA to post $48.15 EPS for the current fiscal year and $59.31 EPS for the next fiscal year.

Comfort Systems USA Stock Performance

Shares of NYSE FIX opened at $1,538.84 on Thursday. The firm has a market capitalization of $54.15 billion, a price-to-earnings ratio of 40.01 and a beta of 1.66. Comfort Systems USA has a one year low of $770.47 and a one year high of $2,073.99. The business has a fifty day simple moving average of $1,652.73 and a 200 day simple moving average of $1,730.07. The company has a current ratio of 1.21, a quick ratio of 1.19 and a debt-to-equity ratio of 0.02.

Comfort Systems USA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 24th. Shareholders of record on Thursday, August 13th were paid a dividend of $0.90 per share. This is an increase from Comfort Systems USA's previous quarterly dividend of $0.80. This represents a $3.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Thursday, August 13th. Comfort Systems USA's dividend payout ratio is presently 8.85%.

Insider Transactions at Comfort Systems USA

In related news, insider Brian Lane sold 16,024 shares of the firm's stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $1,608.21, for a total transaction of $25,769,957.04. Following the completion of the transaction, the insider owned 145,065 shares in the company, valued at $233,294,983.65. This trade represents a 9.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Franklin Myers sold 4,000 shares of the business's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $1,693.92, for a total value of $6,775,680.00. Following the completion of the sale, the director directly owned 8,495 shares in the company, valued at approximately $14,389,850.40. This represents a 32.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 26,078 shares of company stock valued at $43,211,828. Corporate insiders own 1.24% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. The Goldman Sachs Group initiated coverage on shares of Comfort Systems USA in a research note on Thursday, July 9th. They issued a "buy" rating and a $2,159.00 price objective for the company. Weiss Ratings raised shares of Comfort Systems USA from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, October 8th. Erste Group Bank lowered shares of Comfort Systems USA from a "buy" rating to a "hold" rating in a research report on Wednesday, July 15th. Stifel Nicolaus set a $1,910.00 target price on shares of Comfort Systems USA and gave the company a "buy" rating in a research note on Monday, July 27th. Finally, DA Davidson began coverage on shares of Comfort Systems USA in a research note on Friday, August 21st. They issued a "buy" rating and a $2,100.00 target price on the stock. Eight investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $2,082.86.

Comfort Systems USA Company Profile

Comfort Systems USA, Inc NYSE: FIX provides mechanical, electrical, and other contracting services for commercial, industrial, and institutional customers. Its work supports the construction, renovation, and ongoing operation of facilities such as office buildings, hospitals, schools, data centers, manufacturing plants, and other complex infrastructure.

The company's services include heating, ventilation, and air conditioning; plumbing and piping; electrical contracting; building automation and controls; and related specialty services.

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