8-K ·Filed Apr 23, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The significant beat on both revenue and earnings, combined with dividend increase, suggests strong operational execution. Monitor backlog growth and margin trends in future quarters to confirm sustainability of this performance.
Final — all horizons settled through T+60d ⚠ clustered
FIX ▲ +2.75% at T+60d
LONG call ✓ call won +2.75% · α vs SPY -2.33% · entry $1,726.12 → $1,773.51
T+1d
+3.93%
call +3.93% · α +3.77%
$1,794.04
settled 5mo ago
T+5d
+6.61%
call +6.61% · α +5.70%
$1,840.25
settled 5mo ago
T+20d
+6.33%
call +6.33% · α +2.30%
$1,835.33
settled 4mo ago
T+60d
+2.75%
call +2.75% · α -2.33%
$1,773.51
settled 2mo ago
Price Chart
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Executive Summary
Comfort Systems USA reported strong Q1 2026 results with revenue of $2.87 billion and EPS of $10.51, significantly beating consensus estimates. The company also increased its quarterly dividend by 12.5% to $0.80 per share.
Key Financial Metrics
EPS
$10.51
est $6.81 · +54.3%
Revenue
$2.9B
est $2.4B · +19.9% · +56.5% YoY
Rating
strong beat
Free Cash Flow
$242.2M
Gross Margin
26.3%
Key Facts
- Q1 2026 revenue: $2.87 billion (37.5% YoY growth)
- Q1 2026 EPS: $10.51 (121% YoY growth)
- Revenue beat consensus by 11.7%
- EPS beat consensus by 54.3%
- Dividend increased to $0.80 per share from $0.70
- Backlog grew to $12.45 billion from $11.94 billion in Q4 2025
Financial Impact
Revenue $2.87B (+$1.03B YoY), EPS $10.51 (+$5.76 YoY), dividend $0.80 (+$0.10 QoQ)
revenueepsdividendbacklogcash flow
Risk Factors
- Construction sector slowdown could impact future revenue
- Integration risks from recent acquisitions
- Potential margin compression from labor costs
Market Snapshot
Exchange
NYSE
Sector
Electrical Work
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-047679 |
| Document: fix-20260423x8k.htm | 0001104659-26-047679 |
| Document: fix-20260423xex99d2.htm | 0001104659-26-047679 |
| Document: 0001104659-26-047679-index-headers.html | 0001104659-26-047679 |
| Document: 0001104659-26-047679-index.html | 0001104659-26-047679 |
| Document: 0001104659-26-047679.txt | 0001104659-26-047679 |
| 8-K Data (Synthetic) | 0001104659-26-047679 |
13 reports for FIX
80% Hit rate best @ T+60▲ +31.03%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 18, 2026 6w ago | Insider Cluster | $1,696.06 $1,573.96 | ▼ −7.20% | ▼ −5.25% | $1,730.29 (+2.02%) |
Aug 3, 2026 8w ago | 8-K | $1,775.86 $1,554.37 | ▼ −12.47% | ▼ −11.23% | $1,730.29 (−2.57%) |
Jun 22, 2026 14w ago | 8-K | $1,908.07 $1,712.18 | ▼ −10.27% | ▼ −11.43% | $1,730.29 (−9.32%) |
May 1, 2026 21w ago | 8-K | $1,891.95 $1,787.88 | ▼ −5.50% | ▼ −11.15% | $1,730.29 (−8.54%) |
Apr 29, 2026 22w ago | Insider Cluster | $1,724.14 $1,867.09 | ▲ +8.29% | ▲ +2.83% | $1,730.29 (+0.36%) |
Apr 29, 2026 22w ago | Insider Cluster | $1,724.14 $1,867.09 | ▲ +8.29% | ▲ +2.83% | $1,730.29 (+0.36%) |
Apr 23, 2026 23w ago | 8-K | $1,726.12 $1,835.33 | ▲ +6.33% | ▲ +2.30% | $1,730.29 (+0.24%) |
Feb 28, 2026 30w ago | Institutional Cluster | $1,437.49 $1,273.18 | ▼ −11.43% | ▼ −3.49% | $1,730.29 (+20.37%) |
Feb 24, 2026 31w ago | Insider Cluster | $1,467.82 $1,461.52 | ▲ +0.43% | ▼ −4.56% | $1,730.29 (−17.88%) |
Feb 24, 2026 31w ago | Insider Cluster | $1,467.82 $1,461.52 | ▼ −0.43% | ▲ +4.56% | $1,730.29 (+17.88%) |
Showing 10 of 13
US Market Status
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