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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brent Thielman | D.A. Davidson | 17 | 0% |
| Brian Brophy | Stifel | 14 | 7% |
| Joshua Chan | UBS | 12 | 8% |
| Adam Thalhimer | Thompson Davis | 10 | 0% |
| Julio Romero | Sidoti | 10 | 0% |
| Sangita Jain | KeyBanc Capital Markets | 9 | 0% |
| Alex Dwyer | KeyBanc Capital Markets | 5 | 0% |
| Tim Mulrooney | William Blair | 4 | 0% |
| Alex Hantman | Sidoti | 2 | 0% |
| Samuel Kusswurm | William Blair | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| D.A. Davidson | 1 | 17 | 0% |
| KeyBanc Capital Markets | 2 | 14 | 0% |
| Stifel | 1 | 14 | 7% |
| Sidoti | 2 |
| 12 |
| 0% |
| UBS | 1 | 12 | 8% |
| Thompson Davis | 1 | 10 | 0% |
| William Blair | 2 | 6 | 0% |
| Northcoast Research | 1 | 2 | 0% |
Revenue grew 12.8% to $2.4 billion with EPS up 15.2% as Comfort Systems maintained double-digit growth despite larger revenue base comparisons. Backlog remained robust at $13.8 billion with data center projects at 45% representation, and the modular construction initiative contributed $120 million in Q1 revenue. Operating margins expanded to 13.7%, a new Q1 record, and management maintained FY2026 guidance while characterizing demand as 'as strong as we've ever seen.'
Demand | Revenue Growth | Cloud & AI | Margin | Innovation & R&D | Competitive Dynamics | Trade Tariffs | Labor Market | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 4 | 5 | 3 | 3 | 1 | 1 |
| 2025Q1 | 3 | 2 | 1 | 2 | 1 | 5 | ||
| 2025Q2 | 5 | 3 | 3 | 2 | 4 | 5 | 1 | 1 |
| 2025Q3 | 7 | 5 | 2 | 2 | 4 | 3 | 1 | 2 |
| 2025Q4 | 3 | 1 | 6 | 3 | 3 | 1 | 1 | |
| 2026Q1 | 2 | 4 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 3 | 5 | 7 | 3 | 2 |
| Revenue Growth | 4 | 2 | 3 | 5 | 1 | 4 |
| Cloud & AI | 4 | 1 | 3 | 2 | 6 | 3 |
| Margin | 5 | 2 | 2 | 2 | 3 | 2 |
| Innovation & R&D | 3 | 4 | 4 | 3 | ||
| Competitive Dynamics | 3 | 1 | 5 | 3 | 2 | |
| Trade Tariffs | 1 | 5 | 1 | 1 | 1 | |
| Labor Market | 1 | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FIX Comfort Systems USA, Inc. | 10 | +56.5% | |
| EME EMCOR Group, Inc. | 10 | +19.7% | |
| FER Ferrovial SE | 7 | +10.2% | |
| J Jacobs Solutions | 8 | +26.9% | |
| PWR Quanta Services | 10 | +26.3% |