Companies/US/FIX

COMFORT SYSTEMS USA, INC.

Last · NYSE$1541.34-85.30 (-5.24%)close · yahoo · 9h ago
Vol 389.6K ≈ 600.47M
Market cap$54.25B35.2M sh
P/E · TTM37.9fwd 25.6 · eps 40.64
Beta1.66vs S&P 500
Div yield0.16%annual · TTM
52w range
$770.47$2073.99
Volume389.6Ksession

Issuer

Legal nameCOMFORT SYSTEMS USA, INC.
HQUnited States (US)
ListingUS FIX
ISINUS1999081045
SectorIndustrials
IndustryElectrical Equipment
SIC1731
CurrencyUSD
Entity registrysec:0001035983
CIK0001035983
LinkedIn
Employees22,700
AddressComfort Systems USA, Inc. 9753 Katy Freeway 77024, Houston +713 830 9600
Headline financial metrics
Revenue$11.2B
Operating income$1.8B
Net income$1.4B
Free cash flow$2.2B
Operating margin16.5%
Net margin12.8%
Return on equity44.6%
PeriodTTM 2026-06-30
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OpenFilings analyst

Our analyst

10-K · 2026-02-19

From latest 10-K · 2026-02-19

  • Backlog Visibility
  • Construction Cyclicality
  • Fixed Price Contracts
  • Customer Concentration
  • Acquisition Integration
  • Surety Bonding
  • Capital Allocation

Red flags

  • One customer represented approximately 12.8% of 2025 consolidated revenue, but the customer is not identified in the filing.
  • Backlog was $11.94 billion, but the company states that cancellations, scope changes or extended project timing may prevent backlog from becoming profitable revenue.
  • Debt increased to $145.2 million from $68.3 million year over year, including $100.0 million drawn on the revolver; 2025 interest expense rose to $9.0 million from $6.6 million.
  • Four acquisitions were excluded from internal-control testing; collectively they represented 7.0% of total assets as of December 31, 2025.
  • Historically, approximately 10% to 20% of business has required surety bonds, creating reliance on continued bonding capacity and surety assessments of the company.

Upcoming earnings

1 event
10:00 PM UTC+2
Period
Sep 2026
Est. EPS
$12.79
Est. revenue
3.4B

Earnings transcripts

4 recent

Press & signals

2 recent
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Documents

FormReporting forFiledFlags
2026-08-262026-08-270
2026-08-172026-08-180
2026-08-102026-08-120