AAON

AAON Inc., a heating, ventilation, air conditioning and liquid cooling solutions provider, is highlighted as a stock to watch. Despite holding a #3 (Hold) Zacks Rank, the company demonstrates strong momentum with a Momentum Style Score of A and a VGM Score of B. Shares are up 6.6% over the past four weeks, with one analyst revising earnings estimates higher and the consensus estimate increasing to $2.35 per share for fiscal 2026.

Aaon (AAON), a maker of air conditioning and heating equipment, has demonstrated a consistent pattern of beating earnings estimates, surpassing consensus by an average of 43.77% over the last two quarters. With a positive Earnings ESP of +2.11% and a Zacks Rank #3 (Hold), the company appears well-positioned for another earnings beat in its upcoming quarterly report.

Comfort Systems USA (FIX) reported exceptional Q2 2026 results with EPS jumping 92% to $12.53 and revenues surpassing $3 billion for the first time. The company's record $14.06 billion backlog grew 73%, driven by strong demand from hyperscalers in data-center and AI infrastructure. With robust cash generation and planned modular capacity expansion, FIX demonstrates strong momentum compared to peers Carrier Global and AAON.

United Rentals (URI) delivered robust third-quarter 2026 results with adjusted EPS surging 32.9% to $15.55 and revenues rising 15.7% to $4.89 billion, both beating consensus estimates. The specialty rental segment led growth with a 34.7% revenue jump and 250 bps margin expansion. The company raised its 2026 revenue guidance to $18-$18.2 billion and adjusted EBITDA to $8.3-$8.4 billion, citing strong customer confidence and large-project momentum.

United Rentals (URI) is expected to report Q3 2026 earnings on October 21 with EPS estimated at $13.75, representing 17.5% year-over-year growth. Total revenues are projected at $4.67 billion, up 10.4% YoY, driven by strong demand in construction, infrastructure, and data center sectors.

General Rentals revenues expected to grow 6.9% to $3.02B while Specialty revenues may climb 20.4%. The company's earnings beat is supported by fleet productivity, rate management, and cost controls, though inflationary pressures present headwinds.