Zacks cuts Comfort Systems USA stock to Hold as valuation stays elevated

Published on 10/13/2026 at 11:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 50.30 percent to USD 3.27 billion. Comfort Systems USA stock costs EUR 1,458.50 versus EUR 1,538.00 on October 13, 2026.

Key points in brief

Zacks Research downgraded Comfort Systems USA from strong buy to hold on October 7, 2026.
Second-quarter revenue rose 50.30 percent year over year to USD 3.27 billion.
Comfort Systems USA stock was EUR 1,458.50 at Lang & Schwarz on October 13, 2026, minus 5.17 percent versus the Xetra close of EUR 1,538.00 on October 9, 2026.
The company reported USD 14.06 billion of backlog as of June 30, 2026, while its market capitalization was USD 57.7 billion as of October 12, 2026.

Comfort Systems USA, US1999081045, Illustration mit AI erstellt.

Comfort Systems USA (ISIN US1999081045) was trading at EUR 1,458.50 at Lang & Schwarz on October 13, 2026 at 11:34 a.m. CEST, down 5.17 percent versus the Xetra close of October 9, 2026 at EUR 1,538.00. On October 7, 2026, MarketBeat reported that Zacks Research had cut its rating from strong buy to hold.

Three dated signals shape the story

On July 23, 2026, Comfort Systems USA reported second-quarter revenue of USD 3.27 billion, up 50.30 percent from USD 2.17 billion in the same quarter of 2025. Diluted earnings per share rose to USD 12.53 from USD 6.53, while net income reached USD 441.6 million from USD 230.8 million.

On August 24, 2026, the company paid a quarterly dividend of USD 0.90 per share, up from USD 0.80, according to MarketBeat. The October 7 rating cut adds a valuation counterweight to the strong operating figures.

What does the valuation signal mean?

Comfort Systems USA's backlog stood at USD 14.06 billion on June 30, 2026, compared with USD 12.45 billion on March 31, 2026 and USD 8.12 billion on June 30, 2025, according to the company release. That backlog gives the growth story a measurable order base, but the rating change shows that operating momentum and valuation are now moving in opposite directions.

TradingView reported on October 13, 2026 that the stock carried a forward 12-month price-to-earnings ratio of 30.23, versus 22.06 for the industry. The same analysis put second-quarter operating margin at 17.10 percent, up from 13.80 percent a year earlier, while operating cash flow reached USD 1.14 billion.

Next date is October 22

Finzer lists October 22, 2026 as the next earnings date. The company is listed on the New York Stock Exchange under FIX, and its June 30, 2026 release reported six-month revenue of USD 6.13 billion and six-month operating cash flow of USD 1.53 billion.

Stock price sets the daily counterpoint

At Lang & Schwarz, Comfort Systems USA stock stood at EUR 1,458.50 on October 13, 2026 at 11:34 a.m. CEST, down 5.17 percent versus the Xetra close of October 9, 2026 at EUR 1,538.00. The primary-exchange reference was USD 1,638.05 at the October 12, 2026 finance snapshot, while the 52-week range was USD 770.47 to USD 2,073.99 and market capitalization was USD 57.7 billion.

The further course of trading is shown by the continuously updated real-time quote of Comfort Systems USA stock.