Comfort Systems USA shares have surged 80.5% year-to-date, far outpacing the broader market and its industry peers. The company reported first-quarter revenue of $2.87 billion, a 56.5% increase from a year earlier, with technology projects contributing 56% of the total. Backlog reached a record $12.45 billion, and earnings per share more than doubled to $10.51. Analysts project 2026 earnings per share of $43.08, a 49.2% jump, and the average price target of $2,115.29 implies nearly 26% upside. However, the stock trades at 35.08 times forward earnings, above its five-year median of 22.46 times, leading Zacks to maintain a Hold rating.
Comfort Systems USA IncRecord revenue, earnings beat, and raised analyst price targets.
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