Wall Street analysts have raised their earnings estimates for Comfort Systems USA after the company reported record backlog and strong cash generation. The Zacks Consensus Estimate for 2026 earnings has increased to $45.48 per share from $43.08 over the past 30 days, while the 2027 estimate has risen to $57.27 from $52.59, with no downward revisions. The stock has surged 79.4% year to date, easily outperforming the Zacks Building Products - Air Conditioner and Heating industry's 26.2% gain, the Zacks Construction sector's 10.1% advance and the S&P 500's 13.1% rise. Second-quarter revenues jumped 50.3% year over year to $3.27 billion, earnings nearly doubled to $12.53 per share, and backlog climbed to a record $14.06 billion. The Average Brokerage Recommendation stands at 1.33, with 10 of 12 analysts rating the stock a Strong Buy and an average price target of $2,139.88 implying nearly 28% upside.
Comfort Systems USA IncAnalysts raised earnings estimates after record backlog and strong cash generation.
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