Comfort Systems USA Q4 revenue beats estimates

Comfort Systems Usa

19/02/2026 21:21

Corrects metric in fifth row of Key Details table to Operating Cash Flow from Adjusted Free Cash Flow

Overview

HVAC contractor's Q4 revenue rose, beating analyst expectations

Net income for Q4 beat analyst expectations

Outlook

Comfort Systems USA sees persistent demand and strong pipelines for 2026

Result Drivers

UNPRECEDENTED DEMAND - CEO Brian Lane attributed strong Q4 results to unprecedented demand and effective execution by teams

BACKLOG GROWTH - Backlog nearly doubled since start of year, driven by strong demand and reputation for outcomes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.65 bln
$2.34 bln (8 Analysts)
Q4 Net Income
Beat
$330.81 mln
$242.44 mln (7 Analysts)
Q4 Operating Income
Beat
$426.74 mln
$316.65 mln (7 Analysts)
Q4 Pretax Profit
Beat
$418.50 mln
$307.67 mln (6 Analysts)
Q4 Operating Cash Flow
$468.5 mln
Q4 Gross Profit
$674.72 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy"

Wall Street's median 12-month price target for Comfort Systems USA Inc is $1,196.00, about 9.4% below its February 18 closing price of $1,319.47

The stock recently traded at 43 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nBw7rjjS2a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)