Comfort Systems USA, Inc. (FIX) to Issue Quarterly Dividend of $0.70 on March 17th

Comfort Systems USA, Inc. (NYSE:FIX) announced a quarterly dividend on Thursday, February 19th. Shareholders of record on Friday, March 6th will be paid a dividend of 0.70 per share by the construction company on Tuesday, March 17th. This represents a c) annualized dividend and a dividend 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 every year for the last 13 years. Comfort Systems USA has a payout ratio of 11.4% meaning its dividend is sufficiently covered by earnings. Equities 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 Trading Up 6.5%

Shares of FIX opened at $1,462.64 on Friday. Comfort Systems USA has a twelve month low of $276.44 and a twelve month high of $1,476.94. The company has a current ratio of 1.22, a quick ratio of 1.20 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $51.59 billion, a P/E ratio of 50.61 and a beta of 1.67. The firm’s 50-day moving average is $1,107.22 and its two-hundred day moving average is $931.05.

Comfort Systems USA (NYSE:FIX) last announced its quarterly earnings results on Thursday, February 19th. The construction company reported $9.37 EPS for the quarter, topping the consensus estimate of $6.75 by $2.62. Comfort Systems USA had a return on equity of 51.28% and a net margin of 11.23%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.34 billion. During the same quarter in the previous year, the company earned $4.09 EPS. The company’s quarterly revenue was up 41.7% on a year-over-year basis. On average, research analysts predict 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 — Comfort Systems reported $9.37 EPS vs. consensus near $6.75 and revenue of $2.65B vs. ~$2.34B, showing strong margin expansion and year‑over‑year revenue growth that supports near‑term profit momentum. MarketBeat Q4 release
• Positive Sentiment: Management and multiple outlets point to AI/data‑center construction as a major demand driver — large data‑center projects are boosting HVAC/electrical work and helped push orders and utilization higher. This structural tailwind is a key reason investors are re‑rating the shares. Benzinga AI/data center demand
• Positive Sentiment: Backlog and growth trajectory improved — commentary and coverage note a sharply higher backlog (orders roughly doubled in 2025 per reports) and accelerating profit growth over several quarters, supporting revenue visibility. Investors Business Daily backlog coverage
• Positive Sentiment: Dividend raised — the board increased the quarterly payout to $0.70 (≈16.7% increase), signaling confidence in cash flow and returning capital to shareholders. Record/ex‑dividend dates were announced. BusinessWire dividend release
• Neutral Sentiment: Conference call / transcript available — investors should review management’s remarks on margin sustainability, project mix and working capital in the Q4 call transcript for guidance nuance. Seeking Alpha transcript
• Neutral Sentiment: Analyst/sector commentary notes industry headwinds — some pieces highlight rising costs and broader HVAC industry pressure, though they also argue companies with data‑center exposure like FIX may outperform. Zacks sector note
• Negative Sentiment: Valuation and recent run‑up raise risk — FIX now trades at a rich P/E (~62) after a large multi‑quarter rally; that elevates expectations and makes the stock sensitive to any slowdown in data‑center spending or margin reversion.

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.