FilingsTodayComfort Systems U
At a glance
Comfort Systems U reported 2025 revenue of $1.83B, down 73.9% from $7.03B in 2024. Over 4 years since 2021 ($3.07B), that is a decline of about 12.1% a year. Operating margin was 11.4%, up from 6.1% in 2021. Revenue peaked in 2024 at $7.03B.
In the last 12 months 11 insiders reported 0 open-market purchases and 24 sales ($175.6M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $25.8M by CHIEF EXECUTIVE OFF. Brian E. Lane on Aug 27, 2026.
Comfort Systems U filed 12 current reports (Form 8-K) in the last 12 months, most often for regulation fd disclosure (4), results of operations (4), officer or director change (3) and shareholder vote results (1). The latest officer or director change was reported on Oct 22, 2026.
4 of the 20 investors tracked here held Comfort Systems U at the last quarter end, worth $416.3M combined. It is the largest weight for Bridgewater Associates (0.4% of its portfolio), followed by Renaissance Technologies (0.2%). New this quarter: Coatue Management. Added: Renaissance Technologies. Reduced: Bridgewater Associates and National Pension Service (Korea).
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $143.3M | $245.9M | $323.4M | $522.4M | $1.02B |
| Diluted EPS | $3.93 | $6.82 | $9.01 | $14.60 | $28.88 |
| Dividend per share | $0.48 | $0.56 | $0.85 | $1.20 | $1.95 |
Fiscal year ends Dec 31
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined