Comfort Systems USA, Inc. (FIX) earnings on July 23, 2026

After the market closes Q2 2026

More Comfort Systems USA, Inc. earnings

Prior outlook: No statistical edge

Comfort Systems USA reported strong quarterly results and raised its dividend, yet the stock fell 5.2%.

FIX price around the earnings

1733.60

Change: -5.0%

2026-07-24, 20:00 UTC

Start of the measured window End of the measured window
1666.49 1729.33 1792.16 1855.00 1825.00
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
July 23, 2026 July 24, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: No statistical edge

Thesis published
Results released

Elite earnings history (100% beat) with strong analyst target; negative 30d trend strength but stabilizing.

Context analyzed before publication

Trend
Volatile trajectory stabilizing around neutral (3.5) after swings from -9.0 to +9.8

Analysts

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.22
Analysts covering the stock
7
Average price target
2,064
Lowest price target
1,910
Highest price target
2,200
Upside to price target
12.5%
Quarterly earnings growth
38.2%
Revenue growth
1%
Forward EPS
54.17
Trailing EPS
34.57
Analyst moves in the last 60 days
3
  • Strong buy: 0
  • Buy: 8
  • Hold: 1
  • Sell: 0
  • Strong sell: 0
Strong buy
0
Buy
8
Hold
1
Sell
0
Strong sell
0
  • July 9, 2026 · Goldman Sachs: Initiates coverage (Buy)
  • June 8, 2026 · UBS: Maintains rating (Buy → Buy)
  • May 28, 2026 · Oppenheimer: Initiates coverage (Outperform)

News and sentiment

Evidence

Sentiment
Sentiment
Neutral
Mention volume
Low
Normalized volume
33%

Technicals

Evidence

Average true range (ATR)
5%
Distance to 52-week high
-11.2%
14-day change (14d)
+6.4%
30-day change (30d)
-13.3%
30-day relative strength
-13.7%
SPY change (30d)
+0.4%
Nearest support
1,778.39
Nearest resistance
1,795.52
Volume accumulation ratio (14d / 46d)
0.97

Trends

Evidence

Average earnings surprise
+39.9%
  • April 23, 2026: actual EPS 10.51 vs estimate 6.81 (surprise +54.4%)
  • February 19, 2026: actual EPS 9.37 vs estimate 6.75 (surprise +38.7%)
  • October 23, 2025: actual EPS 8.25 vs estimate 6.29 (surprise +31.3%)
  • July 24, 2025: actual EPS 6.53 vs estimate 4.84 (surprise +35.0%)

Expected move

Implied move
+4.2%
Source
Options chain

Reactions over its last 20 earnings

Median move
6.3%
75th percentile move
10.9%
90th percentile move
15%
Up / down moves
14 / 6
Average up move
+9.3%
Average down move
-4.1%

Monitoring and close

What Comfort Systems USA, Inc. reported

Status
Finished
Actual EPS12.53
EPS estimate10.21
EPS surprise+22.7%
Revenue$3,266 million
Revenue estimate$2,995 million
Revenue surprise+9.0%

Comfort Systems beat Q2 expectations: EPS $12.53 vs $10.21 estimate, revenue $3.266B. Raised quarterly dividend to $0.90 per share.

Sources (7)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, the figures don't clearly confirm the prior scenario.

How the stock reacted

Consolidated
-5.2%
Max move
-9.9%

No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.