"Over the past year, Comfort Systems has beaten estimates by an average of 30% on EPS. The company's guidance from last quarter pointed to high-teens same-store revenue growth in Q4 compared to the prior year. Analysts are laser-focused on backlog trends and whether the company can maintain its unprecedented momentum in data center and industrial construction. The technology sector now represents 42% of revenue, up from 32% a year ago."
"Q3 2025 delivered results that shocked Wall Street. Comfort Systems reported EPS of $8.25 versus the $6.29 estimate, a 31% beat. Revenue hit $2.45 billion against a $2.18 billion consensus, crushing expectations by 12%. The stock exploded. Shares jumped 17% on the day after the October 23, 2025 report. Since that filing, FIX has climbed 65% to today's price of $1,354."
Comfort Systems USA enters Q4 FY2025 with consensus expectations of $6.75 EPS, $2.337 billion revenue, 23.8% gross margin, and $333 million free cash flow. The company has beaten EPS estimates by roughly 30% over the past year and guided to high‑teens same‑store revenue growth for Q4 year‑over‑year. Momentum is concentrated in data center and industrial construction, with technology now 42% of revenue versus 32% a year ago. Backlog reached a record $9.38 billion in Q3, with two consecutive same‑store backlog increases over $1 billion and roughly 3 million square feet of modular capacity effectively sold out.
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