财务业绩 - 2023年第四季度，Comfort Systems USA的净收入为9,160万美元，每股摊薄收益为2.55美元，较2022年同期的5,540万美元、每股摊薄收益1.54美元有显著增长[1] - 2023年第四季度营收为13.576亿美元，较2022年的11.172亿美元增长21.6%[1] - 2023年第四季度，Comfort Systems USA的现金流为1.73亿美元，较2022年的1.32亿美元增长31.1%[1] - 2023年全年，Comfort Systems USA的净收入为3.234亿美元，每股摊薄收益为9.01美元，较2022年的2.459亿美元、每股摊薄收益6.82美元有显著增长[1] - 2023年全年营收为52.076亿美元，较2022年的41.4036亿美元增长25.7%[1] - Comfort Systems USA的同店销售额从2022年底的40.6亿美元增长至2023年底的49.8亿美元[1] - Comfort Systems USA的现金流为6.396亿美元，较2022年的3.015亿美元增长112.3%[1] 未来展望 - Comfort Systems USA的未来展望积极，预计2024年将继续保持强劲的运营业绩[2] - Comfort Systems USA将于2024年2月23日举行财报电话会议，讨论财务业绩和公司状况[2] 公司概况 - Comfort Systems USA是一家领先的商业、工业和机构供暖、通风、空调和电气承包服务提供商，拥有172个地点，遍布全国131个城市[3] 资产情况 - Comfort Systems USA, Inc. 截至2023年12月31日的现金及现金等价物为20.515亿美元[11] - Comfort Systems USA, Inc. 截至2023年12月31日的总资产为33.05579亿美元[11] - Comfort Systems USA, Inc. 截至2023年12月31日的经营活动现金流为17.3亿美元[12]

Comfort Systems - Comfort Systems受益于制造业和技术行业的订单增长，公司的订单量从2020年底的15亿美元增长到2023年第三季度末的43亿美元[3] Watsco - Watsco通过收购小型分销商并提供技术改进，实现了持续增长，并且预计2024年销售额将增长6.4%[8] nVent Electric - nVent Electric在电气连接和保护产品领域表现出色，股价在过去五年中上涨了135%，公司预计2024年有机增长率为3%-5%[11]

季度电话会议安排 - Comfort Systems USA, Inc.（NYSE: FIX）宣布将于2024年2月23日上午10:00（中部时间）举行季度电话会议和网络直播，讨论2023年第四季度和全年财务结果[1] - 参与者可以在公司网站的“投资者”选项卡下注册，获取拨入信息和独特的PIN码，以便顺利接入电话会议[2] - 电话会议结束后的下一个工作日，整个电话会议的重播将在公司网站上提供[3]

收购J & S Mechanical Contractors, Inc. - Comfort Systems USA, Inc.通过收购J & S Mechanical Contractors, Inc.加强了其市场地位[1] - J & S的收购预计将显著促进Comfort Systems的增长，预计J & S最初将增加年化收入范围在1.45亿至1.6亿美元之间[2] - J & S预计将在2024年和2025年对每股收益做出中性至略有增值的贡献[3] - Comfort Systems继续将自己定位为行业领导者，利用通过收购J & S获得的专业知识和区域影响力[4]

Comfort Systems USA, Inc. (FIX) successfully completed the acquisition of Summit Industrial Construction, LLC. Summit, a specialized industrial mechanical contractor, enhances Comfort Systems' capabilities in engineering, design-assist, and turnkey construction services for modular systems.Shares of Comfort Systems have gained 3.5% during the trading session on Feb 1 and 0.9% in the after-hour trading session on the same day.Serving advanced technology, power, and industrial sectors, Summit brings a stellar ...

LITTLE ROCK, Ark.--(BUSINESS WIRE)--The Stephens Group, LLC (“The Stephens Group”) today announced that it has closed its previously announced sale of Summit Industrial Construction, LLC (“Summit”) headquartered in Houston, Texas, to Comfort Systems USA, Inc. (NYSE: FIX) (“Comfort Systems”). Summit is a specialty industrial mechanical contractor offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power, and industrial sect ...

SALT LAKE CITY--(BUSINESS WIRE)--Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, has successfully orchestrated a pivotal transaction for J & S Mechanical Contractors, Inc. (J & S), securing a strategic acquisition by Comfort Systems USA Inc. (NYSE: FIX). Crewe served as the exclusive transactional advisor to J & S, a West Jordan, Utah-headquartered mechanical construction services firm, to deliver on the owners’ desires to source a partner to continue the company’s long hist ...

HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX) (the “Company”) today announced that it has closed its previously announced transaction to acquire Summit Industrial Construction, LLC (“Summit”) headquartered in Houston, Texas. As previously disclosed, Summit is a specialty industrial mechanical contractor offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power, and industrial sectors. Summit’s capabilities ...

Comfort Systems USA, Inc. (NYSE:FIX) Q3 2023 Results Conference Call October 27, 2023 11:00 AM ET Hopefully, that keeps happening, Bill, but understood. I guess just on modular, could you talk about maybe the dialogue you're having with key customers or new customers now that you've got some additional square footage in place still seems to be some folks that wonder if data center customer spending continues at the rate it has. Just curious any anecdotes you could offer there. The first thing we're going to ...

Table of Contents Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 76-0526487 (I.R.S. Employer Identification No.) 675 Bering Drive Suite 400 Houston, Texas 77057 (Address of Principal Executive Offices) (Zip Code) Registrant's telephone number, including area code: (713) ...