Recent Insider Transactions • Aug 14
Independent Chairman recently sold Mex$217m worth of stock On the 11th of August, Franklin Myers sold around 8k shares on-market at roughly Mex$28,966 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$231m. Franklin has been a net seller over the last 12 months, reducing personal holdings by Mex$906m. Declared Dividend • Aug 06
Second quarter dividend of US$0.90 announced Shareholders 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 06
Upcoming dividend of US$0.90 per share Eligible 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 27
Second quarter dividend of US$0.90 announced Shareholders 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 24
Second 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. 공고 • Jul 24
Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on August 24, 2026 Comfort 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. 공고 • Jul 18
Comfort Systems USA, Inc. to Report Q2, 2026 Results on Jul 23, 2026 Comfort Systems USA, Inc. announced that they will report Q2, 2026 results After-Market on Jul 23, 2026 Recent Insider Transactions • Jul 02
Independent Chairman recently sold Mex$231m worth of stock On 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. 공고 • Jun 24
Comfort Systems USA, Inc. Announces Executive Changes, Effective July 1, 2026 Comfort 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 03
Independent Director recently sold Mex$11m worth of stock On 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 29
Independent Director recently sold Mex$11m worth of stock On 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 11
Upcoming dividend of US$0.80 per share Eligible 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 03
Independent Director recently sold Mex$45m worth of stock On 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 26
First quarter dividend of US$0.80 announced Shareholders 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 25
First 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. 공고 • Apr 24
Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on May 26, 2026 Comfort 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. 공고 • Apr 18
Comfort Systems USA, Inc. to Report Q1, 2026 Results on Apr 23, 2026 Comfort Systems USA, Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026 공고 • Apr 11
Comfort Systems USA, Inc., Annual General Meeting, May 18, 2026 Comfort 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 25
Independent Director recently sold Mex$25m worth of stock On 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 24
Fourth quarter dividend of US$0.70 announced Shareholders 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 20
Full 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. 공고 • Feb 20
Comfort Systems USA, Inc. Increases Quarterly Dividend, Payable on March 17, 2026 Comfort 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. 공고 • Feb 13
Comfort Systems USA, Inc. to Report Q4, 2025 Results on Feb 19, 2026 Comfort 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 12
Investor 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. Recent Insider Transactions • Dec 05
Executive VP & CFO recently sold Mex$77m worth of stock On 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. 
