Comfort Systems USA Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
37.0%projected annual EPS growth
Analyst Coverage
7analysts covering
FY EPS (est.)
$48.97next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 22 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Total Backlog Quarterly14.1B
Scope 1 and 2 Emissions Intensity (MT CO2e per 1,000 Total Hours Worked) Annually2.0Target: Reduce combined Scope 1 and 2 emissions per total number of hours worked by 40% by 2035, from a 2023 baseline
Modular Construction Capacity (Square Feet) AnnuallyTarget: 5 million square feet by mid-2027
Watch Items
- Data Center and Advanced Technology Capital ExpenditureTrigger: A significant slowdown or cancellation of hyperscale data center projects by major tech clients.Action: Reassess backlog conversion rates and adjust revenue growth forecasts for the modular and electrical segments.
- Skilled Labor Availability and Wage InflationTrigger: Operating margins falling below 14% due to labor shortages or rising labor costs.Action: Evaluate project selection discipline and pricing power adjustments across regional operating companies.
Research as of 2 Sep 2026