Comfort Systems Reports Q4 Revenue and Profit More Than Double
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy FIX?
Source: stocktwits
- Significant Revenue Growth: Comfort Systems reported Q4 revenue of $2.65 billion, doubling from the previous year and surpassing analysts' expectations of $2.34 billion, indicating strong demand in the HVAC and plumbing services sector.
- Substantial Profit Increase: The company's adjusted profit reached $9.37 per share, a significant rise from $4.09 a year earlier and well above the expected $6.75, reflecting a marked improvement in profitability.
- Growing Order Backlog: As of December, Comfort Systems' order backlog increased to $11.94 billion from $9.38 billion in September, representing an increase of $1.194 billion, which suggests robust revenue potential in the future.
- Enhanced Shareholder Returns: The company raised its quarterly dividend by $0.10 to $0.70, further boosting investor confidence, especially as retail sentiment for FIX stock shifted to 'extremely bullish' following strong performance.
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Analyst Views on FIX
Wall Street analysts forecast FIX stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 1319.470
Low
1140
Averages
1163
High
1200
Current: 1319.470
Low
1140
Averages
1163
High
1200
About FIX
Comfort Systems USA, Inc. is a provider of commercial, industrial and institutional heating, ventilation, air conditioning (HVAC) and electrical contracting services. The Company operates through two segments: Mechanical and Electrical. The Mechanical segment includes HVAC, plumbing, piping, and controls, as well as off-site construction, monitoring and fire protection. It also installs connecting and distribution elements, such as piping and ducting. The Electrical segment includes installation and servicing of electrical systems. It builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing (MEP) systems throughout its 47 operating units with 178 locations in 136 cities across the nation. It is engaged in offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power and industrial sectors. It also provides mechanical construction services to the commercial and industrial sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Comfort Systems Stock Soars 242% Amid Record Backlog and Earnings Growth
- Significant Earnings Growth: Comfort Systems' stock has surged 242% over the past year and nearly 1,000% over three years, reflecting its strong performance in the MEP contracting sector and attracting investor interest.
- Record Backlog: The company's backlog reached a record high of $9.4 billion last quarter, a 65% year-over-year increase, indicating a surge in demand from the technology sector for HVAC and electrical systems, driving sustained growth.
- Data Center Market Opportunity: Data centers supporting AI workloads have emerged as the biggest growth opportunity for Comfort Systems, with the technology segment accounting for 42% of revenue in the first nine months of 2025, up from 32% a year earlier.
- Increased Shareholder Returns: Management is rewarding shareholders through active buybacks and a 20% dividend increase, and despite a current P/E ratio of 58, Comfort Systems remains an attractive long-term investment.
See More
Comfort Systems Reports Strong Earnings Beat
- Earnings Beat: Comfort Systems reported earnings of $9.37 per share, surpassing the analyst consensus estimate of $6.75, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $2.646 billion, exceeding the analyst consensus estimate of $2.337 billion, reflecting strong market demand and driving overall performance.
- Positive Stock Reaction: Comfort Systems shares jumped 4.6% to $1,436.25 in pre-market trading, indicating a favorable market response to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The strong earnings data not only enhances the company's short-term stock price but also lays the groundwork for future growth, increasing market attractiveness for long-term investments in Comfort Systems.
See More
Comfort Systems Reports Q4 Revenue and Profit More Than Double
- Significant Revenue Growth: Comfort Systems reported Q4 revenue of $2.65 billion, doubling from the previous year and surpassing analysts' expectations of $2.34 billion, indicating strong demand in the HVAC and plumbing services sector.
- Substantial Profit Increase: The company's adjusted profit reached $9.37 per share, a significant rise from $4.09 a year earlier and well above the expected $6.75, reflecting a marked improvement in profitability.
- Growing Order Backlog: As of December, Comfort Systems' order backlog increased to $11.94 billion from $9.38 billion in September, representing an increase of $1.194 billion, which suggests robust revenue potential in the future.
- Enhanced Shareholder Returns: The company raised its quarterly dividend by $0.10 to $0.70, further boosting investor confidence, especially as retail sentiment for FIX stock shifted to 'extremely bullish' following strong performance.
See More
U.S. Stock Futures Rise as Market Awaits GDP Data Release
- Market Sentiment Rebounds: U.S. stock futures rose after closing lower on Thursday, with all major benchmark indices showing positive trends, indicating investor anticipation for the upcoming fourth-quarter GDP data that could influence future monetary policy.
- Stable Rate Expectations: The CME Group's FedWatch tool indicates a 94% likelihood that the Federal Reserve will keep interest rates unchanged in March, providing some stability to the market despite ongoing inflation pressures.
- Divergent Stock Performances: Copart Inc. (NASDAQ: CPRT) dropped 6.64% following disappointing second-quarter earnings, while Comfort Systems USA Inc. (NYSE: FIX) rose 4.57% after reporting better-than-expected financial results, reflecting varied market reactions to company fundamentals.
- Analyst Optimism: Scott Wren from Wells Fargo upgraded the U.S. GDP growth forecast from 2.4% to 2.9%, and despite increased market volatility, he recommends investors focus on sectors like Financials and Industrials that benefit from economic growth, viewing current dips as opportunities to enter large- and mid-cap stocks.
See More
U.S. Stock Futures Rise, Investors Eye Individual Stocks
- Market Dynamics: U.S. stock futures are trading higher this morning on Friday, reflecting an optimistic sentiment among investors that could influence trading decisions today.
- Investor Focus: With futures rising, investors may pay closer attention to individual stock performances, particularly in the context of increasing market volatility, seeking potential investment opportunities.
- Expectation Shifts: The positive market trend may lead investors to reassess their portfolios, especially in light of upcoming economic data and corporate earnings reports that could impact market conditions.
- Trading Strategy Adjustments: Investors might adjust their trading strategies based on changes in the futures market to capitalize on short-term market opportunities, particularly given the mixed performance of individual stocks.
See More
Stock Market Retreats Amid U.S.-Iran Tensions
- Market Retreat Reasons: The stock market retreated due to heightened U.S.-Iran tensions and other significant headwinds, impacting investor sentiment and reflecting the market's sensitivity to geopolitical risks.
- GE Aero Leads New Buys: Despite the overall market decline, GE Aero emerged as a leader in new buys, indicating its relative resilience in the current environment and potentially attracting risk-averse investors.
- Comfort Systems Earnings Movement: Comfort Systems' earnings report drew market attention, showcasing its profitability in the current economic climate and possibly providing new investment opportunities for investors.
- Grail Earnings Impact: Grail's earnings report also became a market focal point, with strong performance likely to attract more investor interest in its future growth potential, even as the overall market faces pressure.
See More
Comfort Systems Stock Soars 242% Amid Record Backlog and Earnings Growth
- Significant Earnings Growth: Comfort Systems' stock has surged 242% over the past year and nearly 1,000% over three years, reflecting its strong performance in the MEP contracting sector and attracting investor interest.
- Record Backlog: The company's backlog reached a record high of $9.4 billion last quarter, a 65% year-over-year increase, indicating a surge in demand from the technology sector for HVAC and electrical systems, driving sustained growth.
- Data Center Market Opportunity: Data centers supporting AI workloads have emerged as the biggest growth opportunity for Comfort Systems, with the technology segment accounting for 42% of revenue in the first nine months of 2025, up from 32% a year earlier.
- Increased Shareholder Returns: Management is rewarding shareholders through active buybacks and a 20% dividend increase, and despite a current P/E ratio of 58, Comfort Systems remains an attractive long-term investment.
See More
Comfort Systems Reports Strong Earnings Beat
- Earnings Beat: Comfort Systems reported earnings of $9.37 per share, surpassing the analyst consensus estimate of $6.75, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $2.646 billion, exceeding the analyst consensus estimate of $2.337 billion, reflecting strong market demand and driving overall performance.
- Positive Stock Reaction: Comfort Systems shares jumped 4.6% to $1,436.25 in pre-market trading, indicating a favorable market response to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The strong earnings data not only enhances the company's short-term stock price but also lays the groundwork for future growth, increasing market attractiveness for long-term investments in Comfort Systems.
See More
Comfort Systems Reports Q4 Revenue and Profit More Than Double
- Significant Revenue Growth: Comfort Systems reported Q4 revenue of $2.65 billion, doubling from the previous year and surpassing analysts' expectations of $2.34 billion, indicating strong demand in the HVAC and plumbing services sector.
- Substantial Profit Increase: The company's adjusted profit reached $9.37 per share, a significant rise from $4.09 a year earlier and well above the expected $6.75, reflecting a marked improvement in profitability.
- Growing Order Backlog: As of December, Comfort Systems' order backlog increased to $11.94 billion from $9.38 billion in September, representing an increase of $1.194 billion, which suggests robust revenue potential in the future.
- Enhanced Shareholder Returns: The company raised its quarterly dividend by $0.10 to $0.70, further boosting investor confidence, especially as retail sentiment for FIX stock shifted to 'extremely bullish' following strong performance.
See More
U.S. Stock Futures Rise as Market Awaits GDP Data Release
- Market Sentiment Rebounds: U.S. stock futures rose after closing lower on Thursday, with all major benchmark indices showing positive trends, indicating investor anticipation for the upcoming fourth-quarter GDP data that could influence future monetary policy.
- Stable Rate Expectations: The CME Group's FedWatch tool indicates a 94% likelihood that the Federal Reserve will keep interest rates unchanged in March, providing some stability to the market despite ongoing inflation pressures.
- Divergent Stock Performances: Copart Inc. (NASDAQ: CPRT) dropped 6.64% following disappointing second-quarter earnings, while Comfort Systems USA Inc. (NYSE: FIX) rose 4.57% after reporting better-than-expected financial results, reflecting varied market reactions to company fundamentals.
- Analyst Optimism: Scott Wren from Wells Fargo upgraded the U.S. GDP growth forecast from 2.4% to 2.9%, and despite increased market volatility, he recommends investors focus on sectors like Financials and Industrials that benefit from economic growth, viewing current dips as opportunities to enter large- and mid-cap stocks.
See More
U.S. Stock Futures Rise, Investors Eye Individual Stocks
- Market Dynamics: U.S. stock futures are trading higher this morning on Friday, reflecting an optimistic sentiment among investors that could influence trading decisions today.
- Investor Focus: With futures rising, investors may pay closer attention to individual stock performances, particularly in the context of increasing market volatility, seeking potential investment opportunities.
- Expectation Shifts: The positive market trend may lead investors to reassess their portfolios, especially in light of upcoming economic data and corporate earnings reports that could impact market conditions.
- Trading Strategy Adjustments: Investors might adjust their trading strategies based on changes in the futures market to capitalize on short-term market opportunities, particularly given the mixed performance of individual stocks.
See More
Stock Market Retreats Amid U.S.-Iran Tensions
- Market Retreat Reasons: The stock market retreated due to heightened U.S.-Iran tensions and other significant headwinds, impacting investor sentiment and reflecting the market's sensitivity to geopolitical risks.
- GE Aero Leads New Buys: Despite the overall market decline, GE Aero emerged as a leader in new buys, indicating its relative resilience in the current environment and potentially attracting risk-averse investors.
- Comfort Systems Earnings Movement: Comfort Systems' earnings report drew market attention, showcasing its profitability in the current economic climate and possibly providing new investment opportunities for investors.
- Grail Earnings Impact: Grail's earnings report also became a market focal point, with strong performance likely to attract more investor interest in its future growth potential, even as the overall market faces pressure.
See More
