Stock AnalizComfort Systems USA (FIX) earnings for the quarter ended September 2026: EPS beats estimates
Comfort Systems USA reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $13.91 against the analysts’ average forecast of $12.85, a beat of 8.2%.
Revenue for the quarter was $3.77 billion, up 53.7% from $2.45 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 17.2% on the first trading day after the report.
The last four quarters
Comfort Systems USA has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $13.91 | $12.85 | +8.2% | +54% | −17.2% |
| Jun 2026 | $12.53 | $10.46 | +19.9% | +50% | −3.2% |
| Mar 2026 | $10.51 | $6.81 | +54.4% | +56% | +0.1% |
| Sep 2025 | $8.25 | $6.29 | +31.3% | +35% | +24.1% |
What comes next
Analysts expect EPS of $13.96 for the next quarter on average and $50.75 for the fiscal year ending December 31, 2026.
The average analyst price target is $1808.50, 63% above the current price of $1112.50.
Valuation and score
Comfort Systems USA scores 4.6 out of 5 overall on Stock Analiz (a strong company), trades at a trailing P/E of about 24.0, and its intrinsic value under moderate assumptions is about 142% above the current market value. Full Comfort Systems USA analysis with 10 years of financials
Frequently asked questions
What was Comfort Systems USA’s EPS for the quarter ended September 2026?
$13.91 adjusted per share, against an analyst consensus of $12.85.
How much revenue did Comfort Systems USA report?
$3.77 billion, up 53.7% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.