Comfort Systems USA

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Description

Comfort Systems: Sector Diversification & Service Growth Driving Our Optimism! 

 

Comfort Systems USA reported a strong start to 2025 with remarkable financial results in the first quarter, despite it being historically their weakest quarter. The company’s earnings per share surged by more than 75% year-over-year to $4.75, bolstered by a 19% increase in revenue to $1.8 billion. This growth was driven by a 15% rise in same-store sales along with contributions from strategic acquisitions, including Century Contractors, expected to generate $90 million in revenue this year.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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