Education
About Us
Working with TipRanks
Follow Us
Comfort Systems USA (FIX)
NYSE:FIX
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
4.83Last Year’s EPS
3.74Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 25.58%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong start to 2025 with record earnings per share, robust revenue growth, and a strong backlog, despite the seasonally weak first quarter. There were challenges noted, particularly around negative free cash flow and potential impacts from tariffs, but these were largely outweighed by the positive financial performance and strategic actions such as dividend increases and share repurchases.Company Guidance
During Comfort Systems USA's first quarter 2025 earnings call, the company reported a robust start to the fiscal year, with earnings per share reaching $4.75, a 75% increase compared to the previous year. The company's same-store revenue grew by 15%, while total revenue increased by 19% to $1.8 billion. Comfort Systems USA saw significant contributions to revenue growth from both the Electrical and Mechanical segments, which increased by 22% and 18%, respectively. Gross profit jumped to $403 million, with margins improving to 22% from 19.3% a year earlier. The company's backlog reached a record $6.9 billion, driven by strong demand, particularly from the technology sector. Despite economic uncertainties such as tariffs, Comfort Systems USA remains optimistic about continued strong results, supported by disciplined capital allocation, including an increased dividend and share repurchases.Record Earnings Per Share
Comfort Systems USA reported earnings per share of $4.75, marking an increase of over 75% from the previous year and exceeding past quarters, despite the first quarter being historically the weakest.
Robust Revenue Growth
The company achieved a revenue of $1.8 billion for Q1 2025, a 19% increase compared to the previous year. Same-store revenue growth was 15%.
Strong Backlog and Bookings
Backlog reached a new high of nearly $7 billion, with same-store sequential and year-over-year backlog up by 14% and 16%, respectively.
Increased Dividend and Share Repurchase
The quarterly dividend was increased by $0.05 to $0.45 per share. The company also repurchased shares worth $92 million.
Significant Gross Profit Improvement
Gross profit was $403 million, a $106 million increase from the previous year, with the gross profit percentage improving to 22% from 19.3%.
Strong Sector Performance
The Electrical segment saw a 22% increase in revenue, while the Mechanical segment increased by 18%, driven by demand in the technology sector.
---
FIX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
FIX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2025 | $375.84 | $397.04 | +5.64% |
Feb 20, 2025 | $381.29 | $363.20 | -4.74% |
Oct 24, 2024 | $412.24 | $369.39 | -10.39% |
Jul 25, 2024 | $290.99 | $308.54 | +6.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Comfort Systems USA (FIX) report earnings?
Comfort Systems USA (FIX) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Comfort Systems USA (FIX) earnings time?
Comfort Systems USA (FIX) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIX EPS forecast?
FIX EPS forecast for the fiscal quarter 2025 (Q2) is 4.83.
---