Highest-materiality recent filing
Comfort Systems USA reports record YTD 2026 revenue $6.13B, net income $812M, backlog $14.1B
YTD 2026 revenue $6.13B, net income $812M, diluted EPS $23.03; prior-year YTD revenue $4.00B, net income $400M.
Comfort Systems Q2 EPS $12.53 vs $6.53; revenue up 50%; dividend raised to $0.90
Q2 net income $441.6M ($12.53 diluted EPS) vs $230.8M ($6.53) in prior year; revenue $3.27B (+50% YoY).
Comfort Systems Q1 2026 revenue $2.87B, EPS $10.51, backlog $12.5B
Q1 2026 revenue $2,865M (up 56% YoY from $1,831M); net income $370M (up 119%).
Comfort Systems Q1 EPS $10.51 vs $4.75; revenue $2.87B up 57%; dividend raised to $0.80
Net income $370.4M ($10.51 diluted EPS) vs $169.3M ($4.75) in Q1 2025, more than doubling.
Revenue increased to $9.1 billion in 2025 from $7.0 billion in 2024.
Comfort Systems USA Q4 net income $330.8M ($9.37 EPS), revenue $2.65B; backlog doubles to $11.94B
Q4 net income $330.8M ($9.37 diluted EPS) vs $145.9M ($4.09) a year ago; revenue $2.65B vs $1.87B.
Comfort Systems promotes McKenna to President and COO; Howell retires, Eslicker named GC
Trent McKenna appointed President and COO effective Jan 1, 2026; base salary $850K, target bonus 115%, LTIP at 400% of base.
Comfort Systems USA Q3 2025: Revenue $2.45B (+35% YoY), Net Income $291.6M (+99% YoY), EPS $8.25
Q3 2025 revenue $2.45B (up 35% YoY); net income $291.6M (up 99% YoY); diluted EPS $8.25 vs $4.09.
Comfort Systems USA Q3 EPS $8.25 doubles YoY; backlog record $9.38B; dividend raised to $0.60
Q3 net income $291.6M ($8.25 diluted EPS) vs $146.2M ($4.09) YoY; revenue $2.45B vs $1.81B.
Comfort Systems USA upsizes revolving credit facility to $1.1B, extends maturity to 2030
New $1.1B senior secured revolver replaces $850M prior facility; maturity extended to Oct 1, 2030.
Comfort Systems Q2 2025 revenue $2.17B, EPS $6.53, backlog $8.1B, up sharply YoY
YTD 2025 revenue $4.00B (+19.6% YoY); net income $400.1M; diluted EPS $11.28.
Comfort Systems Q2 EPS $6.53, revenue $2.17B, backlog $8.12B; dividend raised to $0.50/share
Net income $230.8M ($6.53 diluted EPS) vs $134.0M ($3.74) in Q2 2024; revenue $2.17B, up 20% from $1.81B.
Comfort Systems USA expands stock repurchase by 402,413 shares to total 1M available
Board approved amendment to repurchase up to 1,000,000 shares total; adds 402,413 shares to existing plan.
Comfort Systems Q1 EPS $4.75 beats prior year $2.69; raises dividend to $0.45/share
Net income $169.3M ($4.75 diluted EPS) vs $96.3M ($2.69) YoY; revenue $1.83B vs $1.54B.
Comfort Systems USA posts FY2024 revenue $7.03B, net income $522M, diluted EPS $14.60
Revenue $7,027.5M up 35% YoY; net income $522.4M up 62% YoY.
Comfort Systems Q4 EPS $4.09, revenue $1.87B; annual EPS $14.60, dividend raised to $0.40
Q4 net income $145.9M ($4.09 diluted EPS) vs $91.6M ($2.55) prior year; revenue $1.87B vs $1.36B.
Comfort Systems USA posts record Q3 2024 revenue $1.81B, EPS $4.09, backlog $5.68B
Nine-month YTD 2024 revenue $5,159.7M (+34% YoY); net income $376.6M; diluted EPS $10.52; adjusted EBITDA $630.8M.
Comfort Systems Q3 EPS $4.09, revenue $1.81B; dividend raised to $0.35
Q3 net income $146.2M ($4.09 diluted EPS), up from $105.1M ($2.93) YoY; revenue $1.81B (+31%).
Comfort Systems reports record $5.77B backlog; Q2 2024 revenue up 40% YoY to $1.81B
YTD 2024 revenue $3.35B (+35% YoY); net income $230.3M (+82% YoY); diluted EPS $6.43.
Comfort Systems Q2 net income $134M ($3.74 EPS), revenue $1.81B, both up >90% YoY
Q2 2024 diluted EPS $3.74, up 94% from $1.93; revenue $1.81B, up 39% from $1.30B.
Comfort Systems Q1 revenue $1.54B (+31% YoY); diluted EPS $2.69 vs $1.59
Revenue $1,537.0M vs $1,174.6M in Q1 2023; net income $96.3M vs $57.2M.
Comfort Systems Q1 EPS $2.69 vs $1.59 YoY; revenue up 31%; dividend raised to $0.30
Net income $96.3M ($2.69 diluted EPS), up from $57.2M ($1.59) a year ago.
Comfort Systems Q4 2023 revenue $1.36B (+21.5% YoY), FY23 net income $323.4M, backlog $5.16B
Revenue for Q4 2023 was $1,357.6M, up 21.5% from $1,117.2M in Q4 2022.
Comfort Systems USA Q4 net income $91.6M, EPS $2.55, revenue up 21%, backlog $5.16B
Q4 net income $91.6M ($2.55 diluted EPS) vs $55.4M ($1.54) a year ago; revenue $1,357.6M up 21.5%.
Comfort Systems USA agrees to acquire Summit Industrial, expects $360-400M annual revenue
Summit is a specialty modular industrial contractor serving advanced tech, power, and industrial sectors.
Comfort Systems reports Q3 revenue $1,378M, net income $105M, EPS $2.93; backlog $4.29B
Q3 revenue $1,378.1M, net income $105.1M, diluted EPS $2.93 (adjusted $2.74); YoY revenue +23%.
Comfort Systems Q3 net income $105M ($2.93 EPS), revenue $1.38B, raises dividend to $0.25
Q3 2023 net income $105.1M ($2.93 diluted EPS) vs $61.5M ($1.71) YoY; revenue $1.38B vs $1.12B.
Comfort Systems USA Q2 revenue $1.30B (+27% YoY); EPS $1.93 vs $1.17
Q2 2023 revenue $1,296.4M, net income $69.5M; YTD revenue $2,471.1M, net income $126.7M.
Comfort Systems Q2 net income rises 65% to $69.5M ($1.93 EPS); revenue up 27% to $1.30B
Diluted EPS $1.93 vs $1.17 YoY; revenue $1,296M, up 27% from $1,018M.
Comfort Systems Q1 revenue up 33% to $1.17B; EPS $1.59, dividend raised to $0.20
Revenue $1,174.6M (+33% YoY); diluted EPS $1.59 (incl. $0.12 one-time tax/litigation gains).
Comfort Systems USA reports record 2022 revenue of $4.14B, net income $245.9M, EPS $6.82
Q4 2022 revenue $1.117B (+30% YoY); net income $55.4M; diluted EPS $1.54.
Comfort Systems USA reports record Q4 earnings; backlog surges to $4.06B; acquires Eldeco
Q4 net income $55.4M ($1.54 diluted EPS) vs $37.6M ($1.04) YoY; revenue $1.12B vs $856M.
Comfort Systems Q3 2022 revenue $1.12B (+34% YoY); backlog hits $3.25B
Q3 2022 revenue $1,120.0M (+34% YoY); net income $61.5M ($1.71 diluted EPS); adjusted EPS $1.67.
Comfort Systems Q3 EPS $1.71, revenue $1.12B; backlog $3.25B; dividend raised to $0.15
Q3 2022 net income $61.5M ($1.71 diluted EPS) vs $46.3M ($1.27) in Q3 2021.
Comfort Systems USA Q2 2022 revenue $1.018B, EPS $1.17; backlog hits $2.8B
Q2 2022 revenue $1,017.9M (up 42.5% YoY); net income $42.2M (up 27.9% YoY); diluted EPS $1.17 vs $0.90.
Comfort Systems Q2 revenue up 43% to $1.02B; backlog reaches $2.8B
Q2 revenue $1,017.9M (up 43% YoY); net income $42.2M ($1.17 diluted EPS) vs $33.0M ($0.90) in Q2 2021.
Comfort Systems Q2 EPS $1.17, revenue $1.02B (+42.6% YoY); backlog $2.81B
Net income $42.2M ($1.17 diluted EPS) vs $33.0M ($0.90) in Q2 2021; revenue $1,017.9M vs $713.9M (+42.6%).
Comfort Systems USA increases credit facility to $850M and extends to 2027
Credit commitment increased from $600M to $850M; new maturity date July 5, 2027.
Comfort Systems USA increases credit facility to $850M and extends to 2027
Facility increased from $600M to $850M; option for additional $250M or 1.0x Consolidated EBITDA.
Craig Sasser will transition from his current role as the Company’s Regional Vice President – Atlantic Region to the role of Company Chief Operating Officer, effective July 1, 2026.
On March 19, 2025, Mr. Vance W. Tang notified the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company”) that, in connection with his retirement from the Board, he would resign from the Board and all committees thereof, effective May 16, 2025.
the Board appointed Gaurav Kapoor as a director commencing on August 1, 2024.
the Board appointed Rhoman J. Hardy as a director commencing on October 1, 2023.
On March 21, 2023, Mr. Alan P. Krusi notified the Board of Directors (the “Board”) of Comfort Systems USA, Inc. (the “Company”) that, in connection with his retirement from the Board, he would resign from the Board and all committees thereof, effective May 16, 2023.
On January 13, 2022, Terrence Young provided notice to Comfort Systems USA, Inc. (the “Company”) of his decision to resign from his position as Senior Vice President – Service, effective January 14, 2022
Max materiality 0.85 · Median 0.75 · Most common event earnings