Comfort Systems USA, Inc. (NYSE:FIX) Plans Dividend Increase – $0.70 Per Share

Comfort Systems USA, Inc. (NYSE:FIX) announced a quarterly dividend on Thursday, February 19th. Shareholders of record on Friday, March 6th will be given a dividend of 0.70 per share by the construction company on Tuesday, March 17th. This represents a c) dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Friday, March 6th. This is a 16.7% increase from Comfort Systems USA’s previous quarterly dividend of $0.60.

Comfort Systems USA has raised its dividend by an average of 0.2%per year over the last three years and has raised its dividend annually for the last 13 consecutive years. Comfort Systems USA has a payout ratio of 11.4% meaning its dividend is sufficiently covered by earnings. Research analysts expect Comfort Systems USA to earn $17.96 per share next year, which means the company should continue to be able to cover its $2.40 annual dividend with an expected future payout ratio of 13.4%.

Comfort Systems USA Stock Performance

Shares of FIX stock traded up $49.10 during midday trading on Friday, hitting $1,422.62. The company had a trading volume of 423,725 shares, compared to its average volume of 412,386. The stock has a market cap of $50.18 billion, a price-to-earnings ratio of 60.23 and a beta of 1.67. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.22 and a quick ratio of 1.20. The company’s 50 day simple moving average is $1,097.15 and its 200 day simple moving average is $925.73. Comfort Systems USA has a 52-week low of $276.44 and a 52-week high of $1,469.79.

Comfort Systems USA (NYSE:FIX) last issued its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 earnings per share for the quarter, topping the consensus estimate of $6.75 by $2.62. The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.34 billion. Comfort Systems USA had a return on equity of 43.59% and a net margin of 10.06%.The company’s revenue for the quarter was up 41.7% on a year-over-year basis. During the same period last year, the company earned $4.09 earnings per share. Research analysts anticipate that Comfort Systems USA will post 16.85 earnings per share for the current fiscal year.

Key Stories Impacting Comfort Systems USA

Here are the key news stories impacting Comfort Systems USA this week:

• Positive Sentiment: Q4 results materially beat expectations — adjusted EPS of $9.37 (vs. ~$6.75 consensus) and revenue of $2.65B (vs. ~$2.34B), with revenue up ~41.7% year‑over‑year. The stronger‑than‑expected margins and ROE figures underpin the rally. Zacks: Q4 Earnings & Revenues Beat
• Positive Sentiment: Backlog and demand strength — management cited a doubling of order backlog in 2025 and five consecutive quarters of accelerating profit growth, driven in part by robust data‑center and commercial spending. That visibility into future revenue helped push the stock higher. Investors Business Daily: Earnings & Backlog
• Positive Sentiment: Dividend increase — the board raised the quarterly dividend to $0.70 (a 16.7% hike), signalling confidence in cash flow and returning capital to shareholders. That move tends to support sentiment for income‑focused investors. BusinessWire: Dividend Increase
• Neutral Sentiment: Market/brand narratives — feature coverage frames Comfort Systems as a “blue‑collar AI” / infrastructure play (e.g., piece highlighting its large workforce and role in supporting AI/data‑center builds). Useful for investor perception but less directly impactful than the earnings and backlog metrics. MSN: Feature on Business Model

Comfort Systems USA Company Profile

Comfort Systems USA, Inc is a U.S.-based mechanical contracting company that provides a range of heating, ventilation and air conditioning (HVAC) services to commercial, industrial and institutional customers. The company focuses on the design, installation, maintenance and repair of HVAC systems, and it supports projects from initial engineering and system selection through long-term service agreements and upgrades.

Its service offerings include new construction and retrofit installations, preventive and corrective maintenance, emergency repair, energy management and building automation systems.