COMFORT SYSTEMS USA INC is expected to release its Q3 2026 10-Q filing on October 21, 2026. Last quarter: Comfort Systems USA (FIX) delivered exceptional Q2 FY2026 results with revenue up 50.3% YoY to $3.27B and net income nearly doubling (+91.3%) to $441.6M, driven heavily by surging technology-sector demand (58.7% of revenue) and new construction activity (75.1% of revenue), while operating cash flow for the six-month period exploded to $1.53B on favorable working capital dynamics.
EPS Estimate
$10.87
Revenue Estimate
$3.02B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the FIX page.
Drawn from management commentary in the Q2 2026 10-Q:
Technology customers accounted for 58.7% of Q2 FY2026 revenue ($1.92B), up from 43.0% ($934.2M) in the prior-year quarter, reflecting a dramatic mix shift toward data-center and tech-related construction. New Construction activity type grew to 75.1% of revenue ($2.45B) versus 57.9% ($1.26B) a year ago.
Net revenue recognized from performance obligations partially satisfied in prior periods positively impacted Q2 FY2026 revenue by 7.7%, up from 4.4% in Q2 FY2025, indicating stronger-than-expected project execution and estimate revisions.
Electrical segment revenue nearly doubled to $969.0M (29.7% of total) from $534.6M (24.6%) a year ago, growing faster than the Mechanical segment which rose to $2.30B (70.3%) from $1.64B (75.4%), showing a shift in business mix.
Revenue
$3.27B
++50.26% YoY
EPS (Basic)
$12.54
++91.74% YoY
Gross Margin
25.9%
++2.39% YoY
Operating Income
$557.97M
++86.07% YoY
Add FIX to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.