Company profiles · Reshoring, Industrials & Semis

Comfort Systems USA (FIX): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERSATELLITE TIER
Last close · Oct 30$1,232.66 −18.8% since report
Report price · Aug 28, 2026 close$1,518.73
Market cap$53.4B
52-wk range670.19–2073.99
Dividend · quarterly$3.60/yr 0.29% · next Nov 23

Why it’s on the map

Mechanical/electrical contractor, 100% US — literally builds the factories. Revenue +46% YoY.

Government money & contracts

None.

Customers & commercial

Industrial/data-center owners.

Catalysts

Backlog.

Risk

Labor; crowded trade (27% off high).

Tariff durability

Fundamentals.

Dividend · #44 of 47 payers by yield
0.29% yield
$3.60 a share a year · quarterly · pays Mar · May · Aug · Nov
All payers ranked →
Per payment$0.90a share, 4× a year
Next payoutNov 23declared · $0.90 a share
Last ex-dateAug 13, 2026next ex-date Nov 12, 2026
Last paidAug 24, 2026$0.90 a share
Payout ratio6%of earnings · well covered
Raised13 yrsconsecutive years of increases
Shares at the Oct 30 close of $1,232.660.81
Each payment$0.73
Per year · 4 payments$2.92
Recent payments
Ex-datePaidPer share
Aug 13, 2026Aug 24, 2026$0.90
May 15, 2026May 26, 2026$0.80before the raise
Mar 6, 2026Mar 17, 2026$0.70before the raise
Nov 13, 2025Nov 24, 2025$0.60before the raise

Yield = $0.90 × 4 ÷ the Oct 30 close of $1,232.66. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source