Fiserv earnings missed by $0.61, revenue fell short of estimates
Investing.com - KeyBanc maintained its Sector Weight rating on Comfort Systems USA (NYSE:FIX) with no specified price target in a research note released Monday. According to InvestingPro data, the stock is trading near its 52-week high, with a remarkable 124% return over the past year.
The firm highlighted Comfort Systems’ strong third-quarter performance, characterized by accelerating top-line growth and continued expansion in core margins. KeyBanc noted that favorable closeouts provided some additional benefit during the quarter.
EBITDA margins exceeded expectations as the company secured higher-margin technology and life-sciences work while benefiting from larger project scopes and cross-synergies among its subsidiaries, according to the research note.
KeyBanc raised its estimates for 2025 and 2026, projecting that Comfort Systems will maintain mid-teens or higher top-line growth, particularly as demand from the datacenter sector appears to be accelerating.
The firm also pointed out that Comfort Systems’ balance sheet presents significant opportunities for capital deployment to further accelerate growth.
In other recent news, Comfort Systems USA reported impressive third-quarter results for 2025, surpassing both earnings and revenue expectations. The company’s earnings per share (EPS) reached $8.25, significantly exceeding the anticipated $6.25, marking a 32% surprise. Revenue was reported at $2.5 billion, surpassing the forecasted $2.13 billion by 15.02%. These results highlight the company’s strong financial performance and have been well-received by investors. Analysts had anticipated lower figures, making the actual results a positive surprise in the market. This development comes amid a period of close scrutiny from investors and analysts alike. The company’s financial health and growth prospects appear robust based on these recent outcomes.
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