CoverageForm 410-K10-Q8-K13D13G13F

FIX · Comfort Systems USA Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · FIX

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$2.87B-$2.45B$2.17B$1.83B-$1.81B$1.81B$1.54B-
Cost of Revenue$2.11B-$1.84B$1.66B$1.43B-$1.43B$1.45B$1.24B-
Gross Profit$754.41M-$607.87M$509.90M$403.42M-$381.71M$363.60M$297.36M-
R&D----------
SG&A$269.00M-$229.58M$210.47M$194.87M-$180.18M$179.54M$162.72M-
Total Operating Expenses----------
D&A$18.57M-$12.33M$11.79M$14.01M---$11.25M-
Operating Income$485.72M-$378.87M$299.87M$209.10M-$202.88M$184.67M$135.46M-
Interest Expense$2.18M-$2.97M$1.71M$1.63M-$1.73M$1.71M$1.63M-
Income Tax$111.77M-$78.84M$65.64M$38.72M-$41.58M$35.65M$26.74M-
Net Income$370.38M-$291.62M$230.85M$169.29M-$146.24M$134.01M$96.32M-
EPS - Basic$10.52-$8.26$6.54$4.77-$4.10$3.75$2.70-
EPS - Diluted$10.51-$8.25$6.53$4.75-$4.09$3.74$2.69-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$1.05B$981.90M$860.52M$331.71M$204.76M$549.94M$415.58M$199.42M$100.79M$205.15M
Accounts Receivable----------
Inventory$93.95M$84.07M$78.83M$70.73M$63.05M$59.22M$55.68M$63.78M$71.06M$65.54M
Accounts Payable$719.59M$696.35M$665.13M$573.27M$560.66M$654.94M$603.55M$590.53M$557.86M$419.96M
Current Assets$4.50B$4.11B$3.70B$3.04B$2.60B$2.79B$2.54B$2.32B$2.05B$1.91B
Total Assets$6.94B$6.44B$5.78B$5.06B$4.57B$4.71B$4.41B$4.21B$3.90B$3.31B
Current Liabilities$3.63B$3.39B$3.03B$2.70B$2.41B$2.58B$2.43B$2.33B$2.14B$1.72B
Long-term Debt$39.05M$139.06M$131.32M$61.33M$63.78M$62.29M$62.31M$73.38M$77.00M$39.34M
Total Liabilities$4.12B$3.99B$3.54B$3.09B$2.79B$3.01B$2.83B$2.73B$2.53B$2.03B
Stockholders' Equity$2.82B$2.45B$2.23B$1.97B$1.78B$1.70B$1.59B$1.48B$1.37B$1.28B
Retained Earnings$2.93B$2.58B$2.27B$2.00B$1.78B$1.63B$1.49B$1.36B$1.24B$1.15B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$388.83M---($87.95M)---$146.56M-
Investing Cash Flow($184.00M)---($96.78M)---($221.65M)-
Financing Cash Flow($136.56M)---($160.45M)---($29.27M)-
CapEx$147.47M---$22.21M---$24.95M-
Free Cash Flow$241.35M---($110.16M)---$121.61M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin26.3%-24.8%23.5%22.0%-21.1%20.1%19.3%-
Operating margin17.0%-15.5%13.8%11.4%-11.2%10.2%8.8%-
EBITDA margin17.6%-16.0%14.3%12.2%---9.5%-
Net margin12.9%-11.9%10.6%9.2%-8.1%7.4%6.3%-
Free cash flow margin8.4%----6.0%---7.9%-
FCF / Net income0.65----0.65---1.26-
R&D / Revenue----------
SG&A / Revenue9.4%-9.4%9.7%10.6%-9.9%9.9%10.6%-
Effective tax rate23.2%-21.3%22.1%18.6%-22.1%21.0%21.7%-
Return on assets5.3%-5.0%4.6%3.7%-3.3%3.2%2.5%-
Return on equity13.2%-13.1%11.7%9.5%-9.2%9.0%7.0%-
Return on invested capital13.1%-12.6%11.5%9.2%-9.6%9.4%7.3%-
Liquidity
Current ratio1.241.211.221.131.081.081.041.000.961.11
Quick ratio1.211.191.201.101.051.061.020.970.921.07
Cash ratio0.290.290.280.120.080.210.170.090.050.12
Leverage
Debt / Equity0.010.060.060.030.040.040.040.050.060.03
Debt / Assets0.010.020.020.010.010.010.010.020.020.01
Debt / EBITDA0.08-0.340.200.29---0.52-
Interest coverage223.0x-127.4x175.5x128.0x-117.3x108.1x83.0x-
Equity multiplier2.462.632.592.572.572.762.782.842.842.59
Liabilities / Assets0.590.620.610.610.610.640.640.650.650.61
Efficiency
Asset turnover0.41-0.420.430.40-0.410.430.39-
Inventory turnover22.47-23.3823.5222.65-25.6922.6817.44-
Days sales outstanding----------
Days inventory outstanding16d-16d16d16d-14d16d21d-
Days payable outstanding124d-132d126d143d-154d149d164d-
Cash conversion cycle----------
Valuation
P / E131.2x-100.0x82.1x67.9x-95.4x81.3x118.1x-
P / B17.3x-13.1x9.6x6.5x-8.8x7.4x8.3x-
P / S17.0x-11.9x8.7x6.3x-7.7x6.0x7.4x-
EV / EBITDA94.4x-72.7x60.0x50.8x---77.4x-
Growth
Revenue growth (YoY)56.5%-35.2%20.1%19.1%-31.5%39.6%30.8%-
Revenue CAGR (3y)34.6%-29.8%28.8%27.4%-29.5%36.4%31.9%-
Revenue CAGR (5y)33.7%-28.0%23.9%21.2%-20.7%22.7%23.3%-
Gross profit growth (YoY)87.0%-59.2%40.2%35.7%-37.6%59.5%44.8%-
Operating income growth (YoY)132.3%-86.7%62.4%54.4%-50.1%100.5%91.1%-
Net income growth (YoY)118.8%-99.4%72.3%75.8%-39.1%92.9%68.3%-
EPS growth (YoY)121.3%-101.7%74.6%76.6%-39.6%93.8%69.2%-
EPS CAGR (3y)87.7%-69.0%77.4%25.6%-47.7%60.8%54.5%-
EPS CAGR (5y)70.5%-43.4%43.3%58.2%-33.1%41.9%38.4%-
FCF growth (YoY)--------10.2%-
FCF CAGR (5y)24.8%---------
Book value growth (YoY)58.4%43.7%40.7%33.0%29.5%33.4%31.5%33.4%30.3%27.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$18.20B total
Mechanical Segment$6.67B · 36.7%
New Construction$5.75B · 31.6%
Electrical Segment$2.43B · 13.3%
Existing Building Construction$2.12B · 11.6%
Service Calls Maintenance And Monitoring$661.65M · 3.6%
Service Projects$568.85M · 3.1%

Product / service

$9.10B total
Mechanical Segment$6.67B · 73.3%
Electrical Segment$2.43B · 26.7%

Peer comparison

Same SIC group: Electrical Work

CompanyRevenue (last FY)Net marginROE
EME$16.99B7.5%34.6%
PWR$28.48B3.6%11.5%
IESC$3.37B9.1%145.2%

Comparing COMFORT SYSTEMS USA INC against the 3 most active filers in the same SIC group.

Dividends

$2.60/share trailing 12 months · +73.3% YoY

Ex-datePer share
May 15, 2026$0.8000
Mar 6, 2026$0.7000
Nov 13, 2025$0.6000
Aug 14, 2025$0.5000
May 16, 2025$0.4500
Mar 10, 2025$0.4000
Nov 14, 2024$0.3500
Aug 12, 2024$0.3000
May 10, 2024$0.3000
Mar 7, 2024$0.2500
Nov 15, 2023$0.2500
Aug 16, 2023$0.2250
May 17, 2023$0.2000
Mar 9, 2023$0.1750
Nov 16, 2022$0.1500
Aug 17, 2022$0.1400
May 13, 2022$0.1400
Mar 10, 2022$0.1300
Nov 10, 2021$0.1300
Aug 12, 2021$0.1200
May 13, 2021$0.1150
Mar 11, 2021$0.1150
Nov 6, 2020$0.1100
Aug 13, 2020$0.1050