CORRECTED-Comfort Systems USA Q4 revenue beats estimates
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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