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. 공시 • 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. 공시 • 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 공시 • 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. 공시 • 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. 공시 • 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. 
