FIX / Q3 2026

Comfort Systems USA

Reported: Oct 22, 2026

Forecast published

Oct 20, 2026 at 1:25 AM PDT

Opus 5.5 High in Shortcut

Shortcut

13.09

GAAP diluted EPS

+1.9% vs Street

Off by $0.82 per share

Street

12.85

GAAP diluted EPS

October 18 consensus snapshot

Off by $1.06 per share

Real

13.91

Published normalized diluted EPS

Shortcut win

Reported result · Oct 22 ↗ · Diluted EPS was $13.91; the public normalized actual is also $13.91, consistent with the original forecast convention.

USD per diluted common share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast.

Open in Shortcut ↗Download XLSX ↓

Shortcut’s reasoning.

The Mechanical and Electrical segment build produces normalized diluted EPS of $13.09 versus the Street estimate of $12.85. Under the model assumptions, normalized and GAAP diluted EPS coincide.

Electrical gross margin of 26.2% and a $6m earn-out expense are retained forecast judgments. Applying the exact historical averages instead would lower EPS by roughly $0.03; review preserved the original assumptions.

The guidance comparison uses an acquired-revenue upper bound as a cross-check. It does not drive the scored EPS. The workbook includes the segment detail, source references and retained sensitivities.

On the record.

Reporting period: Q3 2026
Reporting basis: normalized diluted EPS; forecast equals GAAP diluted EPS
Consensus snapshot: October 18, 2026
Model / effort: Opus 5.5 · High effort
Workbook: Reviewed workbook

Record history

Forecast generated: Oct 19, 2026 at 4:38 PM PDT
First published: Oct 20, 2026 at 1:25 AM PDT

Research sources