FI
Comfort Systems USA Inc.
FIX · Comfort Systems USA Inc. · Industrials
Up next day
7/12
58%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±9.4%
typical swing on earnings
Price when beating
+5.0%
avg over 12 beats
Biggest single move
+22.4%
'25.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 7 of 12 beats (58%)
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Industrials sector avg (197 peers)
This
+5.0%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 22After close
'26.9 expectedEst. EPS $12.81
Quarter ended 6/2026
Reported 2026-07-23
Next-day move
-5.3%
After 5 days -7.3%
vs Consensus$10.46→$12.53+19.9% beat
Beat by +19.9% but stock -5.3%
EPS
$12.53
YoY +92%
Revenue
$3.3B
YoY +50%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -5.4%p
Earnings trend · last 12 quarters
EPS$12.53YoY +92%
'23.9'26.6
Revenue$3.3BYoY +50%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 7 of 12q (58%)
Community · FIX
What do you think of this stock's earnings pattern?
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