Comfort Systems USA's stock surged 5.20% in the after-hours session following the release of its fourth-quarter financial results, which significantly exceeded analyst expectations across key metrics.
The HVAC and plumbing contractor reported Q4 earnings of $9.37 per diluted share, a substantial beat compared to the FactSet consensus estimate of $6.75 and more than double the $4.09 per share from the same period last year. Revenue for the quarter reached $2.65 billion, surpassing the estimated $2.34 billion. The company also reported strong beats on net income, operating income, and pretax profit versus analyst forecasts.
In a separate announcement, Comfort Systems USA raised its quarterly dividend by 10 cents to $0.70 per share, payable in March. The company cited "persistent demand and strong pipelines" and expressed optimism about its outlook for 2026, contributing to positive investor sentiment driving the after-hours price movement.