LII

Comfort Systems reported Q3 2026 earnings of $13.91 per share, beating consensus estimates by 9.44%, with revenues of $3.77 billion exceeding expectations by 12.45%. The stock has gained 50.1% year-to-date.

However, the company received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions, and its industry ranks in the bottom 31% of Zacks industries. Lennox International is expected to report results on October 28 with projected earnings of $7.18 per share.

Carrier Global is expected to report Q3 2026 earnings of $0.81 per share (up 20.9% YoY) with revenues of $6.08 billion (up 8.9% YoY) on October 29. However, the company has a negative Earnings ESP of -7.26%, indicating recent analyst downgrades, combined with a Zacks Rank #3, making it difficult to predict an earnings beat. The company has beaten consensus estimates in 3 of the last 4 quarters.