FIX Comfort Systems USA, Inc.

COMFORT SYSTEMS USA $FIX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY 🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY 🔹 Gross Margin: 24.8% 🔹 Operating Cash Flow: $1.01B; +83% YoY 🔹 Backlog: $17.81B; +90% YoY Other Q3 Metrics: 🔹 Operating Income: $624.6M (Est. $583M) 🟢 🔹 Adj. EBITDA: $667.9M (Est. $629M) 🟢 🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴 🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY 🔹 Operating Margin: 16.6% 🔹 Free Cash Flow: $805.6M 🔹 Same-Store Backlog: $17.39B; +85% YoY

$FIX Comfort Systems beat by $1.20 and the Street just doesn't care right now. All the AI infrastructure stocks are being sold. Look for deals. Comfort Systems is trading at 29x right now. Shares are down in the after hours.

$FIX oh sheeeeeeeet, no way you don’t say! Boom shakalaka, another 10%+ 🚀 ripper within just hours. #7308 $SPY

$FIX Comfort Systems is on sale. If you were waiting on the sidelines, keep it on your watch list.

$FIX $SPY Today, 4:02 AM Comfort Systems USA delivers 54% revenue growth, record $17.8B backlog, raises dividend ( check for full digest ) They have continued to increase gross profit and net income YoY despite increased costs of materials, equipment and megaprojects. They are loaded with great data right now, so I think the ratings are fair. It should be back over 2k soon enough. I'm wondering if this stock experienced what some people claim happens a while after they get included into the S&P, inclusion was Dec 2025.

Comfort Systems USA ($FIX) came under pressure despite beating Q3 earnings and revenue estimates, as investors weighed its CFO transition and lack of forward guidance against a record $17.81 billion backlog.

$FIX Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $13.91 up 68.61% YoY • Reported revenue of $3.77B up 53.67% YoY

$FIX this is insanity. All stocks even remotely sniffing data center relationships have crashed 49% or more from all time highs

$FIX this is crazy. All high flying names related in any way to datw centers / AI obliterated

$FIX Price: $1160.86 Volume: Above average Catalyst: Strength in data center and mission-critical construction demand continues to fuel earnings beat expectations ahead of next report. Resistance: $1195 Support: $1125 Bull case: A breakout above $1195 on strong volume opens the door to new all-time highs as institutional buying accelerates. Bear case: Rejection at resistance with fading volume could trigger a pullback toward the $1125 support zone. What I'm watching: Watching for a daily close above $1195 with sustained volume to confirm trend continuation. Note: I’m not a financial advisor or a market predictor, and I don’t offer any premium subscriptions or paid services. Feel free to check out the link in my bio:

$FIX Funnily enough, I was short on this around $1600 and closed my position because it wasn't moving. BIG mistake on my part.

$FIX price targets are almost double the current pps. Use the CFO retiring as a great buying opportunity.

One of the best AI businesses this year makes air conditioners. Comfort Systems grew revenue 54% last quarter and profit 95% over the past year. It keeps data centers from overheating. AKA selling shovels to the gold miners... $FIX

$FIX Q3 revenue was 3.77 billion dollars, up 54% year over year, and EPS was 13.91 dollars vs 12.70 dollars expected (Zacks). Backlog is the bigger move though. It jumped to 17.81 billion dollars from 14.06 billion last quarter, and same-store backlog was 17.39 billion, so almost all of that growth is organic. Gross margin held at 24.8%, and operating cash flow was 1.01 billion dollars in the quarter.

$FIX Comfort Systems backlog jumps $3.8B in one quarter to $17.81B. 🏢 Comfort Systems USA, a US HVAC and electrical contractor, got 58% of H1 2026 revenue from tech work like data centers 📈 Backlog $17.81B Sept 30 vs $14.06B June 30, $3.67B of the rise same-store; market cap $45.02B at $1279.19 (16:21 ET, Oct 22, 2026) 📈 Q3 2026 revenue rose 50% to $3.77B; it sees organic growth into 2027 ⚠️ Backlog can still be cut or cancelled before it becomes revenue, a risk it lists 📅 Next: Call Friday, October 23, 2026 at 10:00 a.m. Central Time Source: SEC 8-K + 10-Q, Oct 22 + investor deck 8-K, Aug 3

$FIX Comfort Systems reports Q3 after the close. The stock is down about 9% today, roughly 22% in a month, into a print where Zacks consensus is 12.70 dollars of EPS, up 54% YoY, on 3.35 billion dollars of revenue. It went in with a record backlog of 14.06 billion dollars, up 73% YoY, most of the growth coming from data center mechanical and electrical work. It has also beaten the EPS estimate four quarters in a row. Q2 printed 12.53 dollars vs 10.38 expected.

$FIX Dropped at the desk: The Street looks low on revenue but today's 9.0% fall alongside other AI capex names says the factor, not the quarter, sets the price, and no implied move is available to show mispricing

$FIX Comfort Systems USA reads bullish as of 27 Sep 2026, backed by a record $14.06 billion backlog and 46.1% revenue growth on structural data center demand. The stock sits about 20% below its 52-week high, but momentum is intact above the 200-day moving average with a bullish MACD crossover. Short interest is falling to 2.8%, though net insider selling and mixed institutional flows temper the longer-term picture. We would turn neutral or bearish if backlog conversion stalled or margin compression undermined operating profit. Chart attached. (Disclosure: we're and this is our own research.)