Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Meisner Electric, a contractor based in Boca Raton, Florida, with strong capabilities in health care and other attractive markets.”
Comfort Systems acquired Meisner Electric, a Florida electrical contractor with healthcare-market strength, on October 1 as a bolt-on to its electrical business.
“FZ Electrical, a contractor with strong industrial capabilities located in Grand Rapids, Michigan”
Comfort Systems acquired FZ Electrical (Feyen Zylstra), an industrial electrical contractor, on October 1 to expand its electrical segment capabilities.
“I'm happy to announce the acquisition and welcome Right Way Plumbing, a great plumbing business based in Florida, that we expect will earn $60 million to $70 million per year in revenue.”
Comfort Systems USA acquired Right Way Plumbing, a Florida-based plumbing business expected to contribute $60-70 million in annual revenue.
“As previously announced, we added Century Contractors as our newest partner company in January of this year. Century is an excellent mechanical contractor based in Charlotte, North Carolina, and we expect they will earn about $90 million of revenue this year.”
Comfort Systems USA acquired Century Contractors, a Charlotte, NC mechanical contractor expected to generate about $90 million of revenue in 2025, as its newest partner company.
“we are pleased to announce that in January, we added Century Contract as our newest partner company. Century is an outstanding, well-established mechanical contractor based in Charlotte, North Carolina, and we expect they will earn about $90 million of revenue this year.”
Comfort Systems acquired Century Contract, a Charlotte, NC mechanical contractor expected to generate about $90 million of revenue this year, continuing the company's acquisitive growth strategy.
| Analyst | Firm | Questions (Challenge)Percentage 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 |
| Julio Romero | Sidoti | 10 (0%) |
| Adam Thalhimer | Thompson Davis | 10 (0%) |
| Sangita Jain | KeyBanc Capital Markets | 9 (0%) |
| Alex Dwyer | KeyBanc Capital Markets | 5 (0%) |
| Tim Mulrooney | William Blair | 4 (0%) |
| Samuel Kusswurm | William Blair | 2 (0%) |
| Alex Hantman | Sidoti | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
Comfort Systems closed FY2025 with record full-year revenue of $8.6 billion, up 20%, and EPS of $15.80 representing 27% growth. Backlog settled at $13.5 billion as strong execution converted pipeline to revenue, while full-year operating margins of 13.3% marked a new high. Management noted data center demand showing no signs of slowing and introduced FY2026 revenue guidance of $9.5-$10.0 billion, earning a +1 for the forward-year introduction.
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% | |
| J Jacobs Solutions | 8 | +26.9% | |
| PWR Quanta Services | 10 | +26.3% |