Comfort Systems USA（FIX *）株式概要コンフォート・システムズUSA社は、その子会社とともに、米国の機械・電気サービス業界向けに機械・電気設備の設置、改修、メンテナンス、修理、交換サービスを提供している。 詳細FIX * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績6/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より18.9%で取引されている 収益は年間20.75%増加すると予測されています 過去1年間で収益は107.2%増加しました アナリストらは、株価が32%上昇するだろうとほぼ一致している。 リスク分析株式の流動性は非常に低い 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るFIX * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,469 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,469 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$29.05k7.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture024b2016201920222025202620282031Revenue US$23.8bEarnings US$3.0bAdvancedSet Fair ValueView all narrativesComfort Systems USA, Inc. 競合他社Impulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9bConsorcio Aristos. deSymbol: BMV:ARISTOS AMarket cap: Mex$16.9bGrupo Carso. deSymbol: BMV:GCARSO A1Market cap: Mex$327.5bLarsen & ToubroSymbol: BSE:500510Market cap: ₹5.6t価格と性能株価の高値、安値、推移の概要Comfort Systems USA過去の株価現在の株価US$29,049.4052週高値US$35,053.9552週安値US$17,180.00ベータ1.71ヶ月の変化-14.54%3ヶ月変化-12.36%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化62.38%最新ニュースDeclared Dividend • Aug 06Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.Upcoming Dividend • Aug 06Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 13 August 2026. Payment date: 24 August 2026. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (2.3%).Declared Dividend • Jul 27Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.Reported Earnings • Jul 24Second quarter 2026 earnings released: EPS: US$12.54 (vs US$6.54 in 2Q 2025)Second quarter 2026 results: EPS: US$12.54 (up from US$6.54 in 2Q 2025). Revenue: US$3.27b (up 50% from 2Q 2025). Net income: US$441.6m (up 91% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Construction industry.お知らせ • Jul 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on August 24, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.90 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on August 24, 2026 to stockholders of record at the close of business on August 13, 2026.お知らせ • Jul 18Comfort Systems USA, Inc. to Report Q2, 2026 Results on Jul 23, 2026Comfort Systems USA, Inc. announced that they will report Q2, 2026 results After-Market on Jul 23, 2026最新情報をもっと見るRecent updatesDeclared Dividend • Aug 06Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.Upcoming Dividend • Aug 06Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 13 August 2026. Payment date: 24 August 2026. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (2.3%).Declared Dividend • Jul 27Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.Reported Earnings • Jul 24Second quarter 2026 earnings released: EPS: US$12.54 (vs US$6.54 in 2Q 2025)Second quarter 2026 results: EPS: US$12.54 (up from US$6.54 in 2Q 2025). Revenue: US$3.27b (up 50% from 2Q 2025). Net income: US$441.6m (up 91% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Construction industry.お知らせ • Jul 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on August 24, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.90 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on August 24, 2026 to stockholders of record at the close of business on August 13, 2026.お知らせ • Jul 18Comfort Systems USA, Inc. to Report Q2, 2026 Results on Jul 23, 2026Comfort Systems USA, Inc. announced that they will report Q2, 2026 results After-Market on Jul 23, 2026Recent Insider Transactions • Jul 02Independent Chairman recently sold Mex$231m worth of stockOn the 24th of June, Franklin Myers sold around 7k shares on-market at roughly Mex$34,435 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Franklin has been a net seller over the last 12 months, reducing personal holdings by Mex$746m.お知らせ • Jun 29+ 3 more updatesComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell 2500 IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell 2500 Indexお知らせ • Jun 24Comfort Systems USA, Inc. Announces Executive Changes, Effective July 1, 2026Comfort Systems USA, Inc. announced that Craig Sasser, currently Regional Vice President – Atlantic Region, will be appointed to serve as Chief Operating Officer, effective July 1, 2026. Trent T. McKenna will continue to serve as President of the Company. The Company further announced that Briston Blair will transition from his current role as the Company’s Senior Vice President – Innovation & Strategy to the role of the Company’s Chief Strategy & Innovation Officer, effective as of July 1, 2026. Mr. Sasser, age 65, has served as a Regional Vice President for the Company since he joined in September 2018 and has held responsibility for both the North and Atlantic regions. Prior to joining the Company, Mr. Sasser spent 34 years with a major MEP company where he started his career in project management and ultimately led the Mid-Atlantic region. Mr. Sasser earned a Bachelor of Science degree in Construction Management from Purdue University and completed the MCAA Advanced Leadership Institute at Babson College. Mr. Blair has served as the Company’s Senior Vice President – Innovation & Strategy since January 2022. Prior to his current position, Mr. Blair served as Regional Vice President for the Company and Senior Growth Strategy & Corporate Development Advisor of the Company. Mr. Blair earned a Bachelor of Arts degree in Communications from The University of North Carolina at Chapel Hill and his MBA from East Carolina University.Recent Insider Transactions • Jun 03Independent Director recently sold Mex$11m worth of stockOn the 27th of May, Rhoman Hardy sold around 342 shares on-market at roughly Mex$32,992 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Insiders have been net sellers, collectively disposing of Mex$2.5b more than they bought in the last 12 months.Recent Insider Transactions • May 29Independent Director recently sold Mex$11m worth of stockOn the 27th of May, Rhoman Hardy sold around 342 shares on-market at roughly Mex$32,992 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Insiders have been net sellers, collectively disposing of Mex$2.5b more than they bought in the last 12 months.Upcoming Dividend • May 11Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (2.7%).Recent Insider Transactions • May 03Independent Director recently sold Mex$45m worth of stockOn the 29th of April, William Sandbrook sold around 2k shares on-market at roughly Mex$30,291 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$234m. Insiders have been net sellers, collectively disposing of Mex$1.9b more than they bought in the last 12 months.Declared Dividend • Apr 26First quarter dividend of US$0.80 announcedShareholders will receive a dividend of US$0.80. Ex-date: 15th May 2026 Payment date: 26th May 2026 Dividend yield will be 0.08%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: US$10.52 (vs US$4.77 in 1Q 2025)First quarter 2026 results: EPS: US$10.52 (up from US$4.77 in 1Q 2025). Revenue: US$2.87b (up 56% from 1Q 2025). Net income: US$370.4m (up 119% from 1Q 2025). Profit margin: 13% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Global Construction industry.お知らせ • Apr 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.80 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on May 26, 2026 to stockholders of record at the close of business on May 15, 2026.お知らせ • Apr 18Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026お知らせ • Apr 11Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026. Location: the houstonian, 111 north post oak lane, texas 77024, houston United StatesRecent Insider Transactions • Feb 25Independent Director recently sold Mex$25m worth of stockOn the 24th of February, Constance Skidmore sold around 1k shares on-market at roughly Mex$24,507 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$77m. Insiders have been net sellers, collectively disposing of Mex$1.1b more than they bought in the last 12 months.Declared Dividend • Feb 24Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 6th March 2026 Payment date: 17th March 2026 Dividend yield will be 0.05%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 10%.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$28.93 (vs US$14.64 in FY 2024)Full year 2025 results: EPS: US$28.93 (up from US$14.64 in FY 2024). Revenue: US$9.10b (up 30% from FY 2024). Net income: US$1.02b (up 96% from FY 2024). Profit margin: 11% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Global Construction industry.お知らせ • Feb 20Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on March 17, 2026 to stockholders of record at the close of business on March 6, 2026.お知らせ • Feb 13Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026Comfort Systems USA, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$23,180, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Construction industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$20,570 per share.お知らせ • Dec 20+ 1 more updateComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexRecent Insider Transactions • Dec 05Executive VP & CFO recently sold Mex$77m worth of stockOn the 1st of December, William George sold around 4k shares on-market at roughly Mex$17,524 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$126m. This was William's only on-market trade for the last 12 months.株主還元FIX *MX ConstructionMX 市場7D-2.8%5.9%-0.7%1Yn/a51.5%13.4%株主還元を見る業界別リターン: FIX *がMX Construction業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: FIX * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is FIX *'s price volatile compared to industry and market?FIX * volatilityFIX * Average Weekly Movementn/aConstruction Industry Average Movement3.8%Market Average Movement3.4%10% most volatile stocks in MX Market5.5%10% least volatile stocks in MX Market2.4%安定した株価: FIX *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のFIX *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト191722,700Brian Lanecomfortsystemsusa.comコンフォート・システムズUSA社は、その子会社とともに、米国の機械・電気サービス業界向けに機械・電気設備の設置、改修、メンテナンス、修理、交換サービスを提供している。同社は2つのセグメントで事業を展開している：機械部門と電気部門である。同社は、暖房、換気、空調システム、配管、電気、配管、制御、オフサイト建設、監視、防火などを提供している。また、新築ビルにおける機械、電気、配管（MEP）および関連システムの設計、エンジニアリング、統合、設置、立ち上げや、既存ビルにおけるMEPシステムの改修、拡張、メンテナンス、監視、修理、交換にも携わっている。さらに、MEPやその他のビル・システムの電力使用量、温度、圧力、湿度、気流などの遠隔監視も行っている。同社は、商業、工業、および施設のMEP市場において、ビルのオーナーやデベロッパー、ゼネコン、建築家、コンサルティング・エンジニア、不動産管理者にサービスを提供している。コンフォート・システムズUSA社は1917年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るComfort Systems USA, Inc. 基礎のまとめComfort Systems USA の収益と売上を時価総額と比較するとどうか。FIX * 基礎統計学時価総額Mex$1.01t収益（TTM）Mex$24.59b売上高(TTM)Mex$192.47b41.0xPER（株価収益率5.2xP/SレシオFIX * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計FIX * 損益計算書（TTM）収益US$11.23b売上原価US$8.35b売上総利益US$2.88bその他の費用US$1.45b収益US$1.43b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）40.82グロス・マージン25.66%純利益率12.78%有利子負債／自己資本比率1.7%FIX * の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.2%現在の配当利回り6%配当性向FIX * 配当は確実ですか？FIX * 配当履歴とベンチマークを見るFIX * 、いつまでに購入すれば配当金を受け取れますか？Comfort Systems USA 配当日配当落ち日Aug 13 2026配当支払日Aug 24 2026配当落ちまでの日数2 days配当支払日までの日数13 daysFIX * 配当は確実ですか？FIX * 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/11 05:03終値2026/08/10 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Comfort Systems USA, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Brent ThielmanD.A. Davidson & Co.Adam BubesGoldman SachsSophie KarpGuggenheim Securities, LLC11 その他のアナリストを表示
Impulsora del Desarrollo y el Empleo en América Latina. deSymbol: BMV:IDEAL B-1Market cap: Mex$122.9b
Declared Dividend • Aug 06Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
Upcoming Dividend • Aug 06Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 13 August 2026. Payment date: 24 August 2026. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (2.3%).
Declared Dividend • Jul 27Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
Reported Earnings • Jul 24Second quarter 2026 earnings released: EPS: US$12.54 (vs US$6.54 in 2Q 2025)Second quarter 2026 results: EPS: US$12.54 (up from US$6.54 in 2Q 2025). Revenue: US$3.27b (up 50% from 2Q 2025). Net income: US$441.6m (up 91% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Construction industry.
お知らせ • Jul 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on August 24, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.90 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on August 24, 2026 to stockholders of record at the close of business on August 13, 2026.
お知らせ • Jul 18Comfort Systems USA, Inc. to Report Q2, 2026 Results on Jul 23, 2026Comfort Systems USA, Inc. announced that they will report Q2, 2026 results After-Market on Jul 23, 2026
Declared Dividend • Aug 06Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
Upcoming Dividend • Aug 06Upcoming dividend of US$0.90 per shareEligible shareholders must have bought the stock before 13 August 2026. Payment date: 24 August 2026. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (2.3%).
Declared Dividend • Jul 27Second quarter dividend of US$0.90 announcedShareholders will receive a dividend of US$0.90. Ex-date: 13th August 2026 Payment date: 24th August 2026 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 6%.
Reported Earnings • Jul 24Second quarter 2026 earnings released: EPS: US$12.54 (vs US$6.54 in 2Q 2025)Second quarter 2026 results: EPS: US$12.54 (up from US$6.54 in 2Q 2025). Revenue: US$3.27b (up 50% from 2Q 2025). Net income: US$441.6m (up 91% from 2Q 2025). Profit margin: 14% (up from 11% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Construction industry.
お知らせ • Jul 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on August 24, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.90 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on August 24, 2026 to stockholders of record at the close of business on August 13, 2026.
お知らせ • Jul 18Comfort Systems USA, Inc. to Report Q2, 2026 Results on Jul 23, 2026Comfort Systems USA, Inc. announced that they will report Q2, 2026 results After-Market on Jul 23, 2026
Recent Insider Transactions • Jul 02Independent Chairman recently sold Mex$231m worth of stockOn the 24th of June, Franklin Myers sold around 7k shares on-market at roughly Mex$34,435 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Franklin has been a net seller over the last 12 months, reducing personal holdings by Mex$746m.
お知らせ • Jun 29+ 3 more updatesComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell 2500 IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell 2500 Index
お知らせ • Jun 24Comfort Systems USA, Inc. Announces Executive Changes, Effective July 1, 2026Comfort Systems USA, Inc. announced that Craig Sasser, currently Regional Vice President – Atlantic Region, will be appointed to serve as Chief Operating Officer, effective July 1, 2026. Trent T. McKenna will continue to serve as President of the Company. The Company further announced that Briston Blair will transition from his current role as the Company’s Senior Vice President – Innovation & Strategy to the role of the Company’s Chief Strategy & Innovation Officer, effective as of July 1, 2026. Mr. Sasser, age 65, has served as a Regional Vice President for the Company since he joined in September 2018 and has held responsibility for both the North and Atlantic regions. Prior to joining the Company, Mr. Sasser spent 34 years with a major MEP company where he started his career in project management and ultimately led the Mid-Atlantic region. Mr. Sasser earned a Bachelor of Science degree in Construction Management from Purdue University and completed the MCAA Advanced Leadership Institute at Babson College. Mr. Blair has served as the Company’s Senior Vice President – Innovation & Strategy since January 2022. Prior to his current position, Mr. Blair served as Regional Vice President for the Company and Senior Growth Strategy & Corporate Development Advisor of the Company. Mr. Blair earned a Bachelor of Arts degree in Communications from The University of North Carolina at Chapel Hill and his MBA from East Carolina University.
Recent Insider Transactions • Jun 03Independent Director recently sold Mex$11m worth of stockOn the 27th of May, Rhoman Hardy sold around 342 shares on-market at roughly Mex$32,992 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Insiders have been net sellers, collectively disposing of Mex$2.5b more than they bought in the last 12 months.
Recent Insider Transactions • May 29Independent Director recently sold Mex$11m worth of stockOn the 27th of May, Rhoman Hardy sold around 342 shares on-market at roughly Mex$32,992 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$381m. Insiders have been net sellers, collectively disposing of Mex$2.5b more than they bought in the last 12 months.
Upcoming Dividend • May 11Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Mexican dividend payers (5.6%). Lower than average of industry peers (2.7%).
Recent Insider Transactions • May 03Independent Director recently sold Mex$45m worth of stockOn the 29th of April, William Sandbrook sold around 2k shares on-market at roughly Mex$30,291 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$234m. Insiders have been net sellers, collectively disposing of Mex$1.9b more than they bought in the last 12 months.
Declared Dividend • Apr 26First quarter dividend of US$0.80 announcedShareholders will receive a dividend of US$0.80. Ex-date: 15th May 2026 Payment date: 26th May 2026 Dividend yield will be 0.08%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: US$10.52 (vs US$4.77 in 1Q 2025)First quarter 2026 results: EPS: US$10.52 (up from US$4.77 in 1Q 2025). Revenue: US$2.87b (up 56% from 1Q 2025). Net income: US$370.4m (up 119% from 1Q 2025). Profit margin: 13% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Global Construction industry.
お知らせ • Apr 24Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.80 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on May 26, 2026 to stockholders of record at the close of business on May 15, 2026.
お知らせ • Apr 18Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026
お知らせ • Apr 11Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026. Location: the houstonian, 111 north post oak lane, texas 77024, houston United States
Recent Insider Transactions • Feb 25Independent Director recently sold Mex$25m worth of stockOn the 24th of February, Constance Skidmore sold around 1k shares on-market at roughly Mex$24,507 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$77m. Insiders have been net sellers, collectively disposing of Mex$1.1b more than they bought in the last 12 months.
Declared Dividend • Feb 24Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 6th March 2026 Payment date: 17th March 2026 Dividend yield will be 0.05%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 10%.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$28.93 (vs US$14.64 in FY 2024)Full year 2025 results: EPS: US$28.93 (up from US$14.64 in FY 2024). Revenue: US$9.10b (up 30% from FY 2024). Net income: US$1.02b (up 96% from FY 2024). Profit margin: 11% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Global Construction industry.
お知らせ • Feb 20Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026Comfort Systems USA, Inc. announced that its board of directors declared a quarterly dividend of $0.70 per share, which is a $0.10 increase from the Company’s most recent dividend, on Comfort Systems USA, Inc. common stock. The dividend is payable on March 17, 2026 to stockholders of record at the close of business on March 6, 2026.
お知らせ • Feb 13Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026Comfort Systems USA, Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$23,180, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Construction industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$20,570 per share.
お知らせ • Dec 20+ 1 more updateComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth IndexComfort Systems USA, Inc.(NYSE:FIX) dropped from Russell Small Cap Comp Growth Index
Recent Insider Transactions • Dec 05Executive VP & CFO recently sold Mex$77m worth of stockOn the 1st of December, William George sold around 4k shares on-market at roughly Mex$17,524 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$126m. This was William's only on-market trade for the last 12 months.
