Zacks cut Comfort Systems USA stock to Hold: price gains 1.42 percent

Published on 10/09/2026 at 15:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue hit USD 3.27 billion, up 50.30 percent year over year. Comfort Systems USA stock costs EUR 1,539.00 versus EUR 1,517.50 on October 9, 2026.

Key points in brief

Zacks Research cut Comfort Systems USA to Hold on October 7, 2026, according to MarketBeat.
Second-quarter 2026 revenue rose 50.30 percent year over year to USD 3.27 billion.
The Lang & Schwarz quote was EUR 1,539.00 on October 9, 2026, up 1.42 percent versus the EUR 1,517.50 prior close.
Comfort Systems USA entered the second half of 2026 with a USD 14.10 billion backlog, according to Fortune.

Comfort Systems USA, US1999081045, Illustration mit AI erstellt.

Zacks Research had cut Comfort Systems USA stock from Strong Buy to Hold in a note issued on October 7, 2026, as MarketBeat reported. The stock was trading at EUR 1,539.00 at Lang & Schwarz on October 9, 2026 at 3:38 p.m. CEST, up 1.42 percent versus the prior close of EUR 1,517.50.

Three events define the year

Comfort Systems USA reported first-quarter 2026 revenue of USD 2.87 billion on April 23, 2026, up 56.50 percent year over year, according to Simply Wall St.

Second-quarter 2026 revenue then reached USD 3.27 billion, an increase of 50.30 percent from the second quarter of 2025, while earnings per share rose 92.00 percent to USD 12.53. Zacks reported those figures on October 5, 2026.

The October 7 rating cut is the latest dated event in this sequence. MarketBeat said the broader analyst view remained Moderate Buy, with eight Buy ratings and two Hold ratings, while the average target stood at USD 2,082.86.

What does the backlog mean?

Comfort Systems USA ended the second quarter of 2026 with a record USD 14.10 billion backlog, up USD 5.90 billion, or 73.00 percent, from a year earlier, according to Fortune. Technology accounted for 58.00 percent of revenue, while the company planned to expand modular production capacity from more than 3.50 million square feet to more than 4.00 million by year-end.

The same call showed second-quarter 2026 operating cash flow of USD 1.14 billion and free cash flow of USD 999.00 million. Management also said the quarterly dividend had increased by USD 0.10 to USD 0.90 per share, giving the growth story a cash-return component.

Next date and valuation context

The next reported earnings date is October 23, 2026, according to StockHub. Comfort Systems USA had a USD 59.5 billion market capitalization on October 9, 2026, while the 52-week range was USD 770.47 to USD 2,073.99 on the NYSE.

The rating change creates a clear tension in the setup: operating figures remain expansionary, but the latest published analyst action was a downgrade. For investors, the next report matters because it will test whether backlog conversion and margin performance continue to support the premium valuation.

Stock quote and trading context

At Lang & Schwarz, Comfort Systems USA was trading at EUR 1,539.00 on October 9, 2026 at 3:38 p.m. CEST, up 1.42 percent versus the Lang & Schwarz prior close of EUR 1,517.50 on October 8, 2026. The NYSE quote was USD 1,692.00 at 9:46 a.m. ET on October 9, 2026, a separate primary-exchange reference.

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