Full-Time
National HVAC design, installation, service.
No salary listed
Houston, TX, USA
In Person
Requires extensive domestic travel, including short-notice travel to active job sites.
Bachelor's
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Comfort Systems USA provides heating, ventilation, and air conditioning (HVAC) services across the United States. It combines multiple experienced HVAC firms into a national company that designs, installs, tunes, and maintains HVAC systems for a wide range of buildings, from schools and grocery stores to hospitals, museums, hotels, factories, and warehouses. The company works on both new installations and ongoing service, using specialized centers of excellence to ensure the right expertise for each project. Its goal is to offer the broadest possible technical capability and service for any HVAC need, anywhere and anytime.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Houston, Texas
Founded
1997
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Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Plan
401(k) Company Match
Paid Vacation
Paid Holidays
Sick Time
Flexible Work Hours
Hybrid Work Options
Telework
Wellness Program
Mental Health Support
Gym Membership
Conference Attendance Budget
Professional Development Budget
Family Planning Benefits
Fertility Treatment Support
Parent Periodic Leave
Stock Options
Company Equity
Phone/Internet Stipend
Home Office Stipend
Adoption Assistance
Pet Insurance
Employee Referral Bonus
Scholarship Program
Relocation Assistance
Tuition Reimbursement
Training Programs
Professional Certification Support
Mentorship Program
Meal Benefits
Commuter Benefits
Employee Discounts
Company Social Events
US Treasury yields near 4.79% reflect strong corporate borrowing for AI investments rather than economic weakness, according to analysts Joel Litman and Rob Spivey. They argue that context matters more than absolute rate levels. Companies borrowing at 5% to fund projects returning 30-40% benefit from current rates, whilst those earning less than borrowing costs face pressure. The analysts note that AI-related corporate debt issuance reached roughly $1.5 trillion this year, driving yields higher. Alphabet posted its first negative free cash flow since 2004, burning $5.9 billion in Q2 as capital expenditure hit $44.9 billion. Amazon swung to negative $7.6 billion on a trailing basis. However, negative cash flow can signal productive investment rather than distress, the analysts suggest.
Comfort Systems USA stock has fallen more than 20% from its all-time high, despite strong fundamentals in the AI infrastructure sector. The company provides HVAC, plumbing, piping, and electrical systems for data centers, with demand expected to rise as AI data center construction accelerates. The US currently has over 3,000 operational data centers, with more than 1,500 under construction. Fortune Business Insights projects AI data centers will grow at a 25.8% compound annual growth rate through 2034. Comfort Systems USA reported $3.27 billion in second-quarter revenue, up 51% year-over-year. The company generates income both from initial construction and ongoing maintenance of data centers. Whilst construction represents the bulk of current revenue, maintenance income should increase as more facilities come online, creating steady long-term revenue streams.
Comfort Systems USA, a Houston-based mechanical, electrical, and plumbing contracting services provider, has seen its stock surge 128.4% over the past 52 weeks and 73.1% year-to-date, significantly outperforming the S&P 500's 18.7% and 12.1% gains respectively. The company delivered strong second-quarter results for fiscal year 2026, with revenue jumping 50.3% year-over-year to $3.27 billion. Net income improved 91.4% to $441.6 million, whilst earnings per share soared 91.9% to $12.53. Operating cash flow reached $1.14 billion, more than quadruple the prior year's $252.50 million. Comfort Systems' backlog hit a record $14.06 billion, up from $8.12 billion a year earlier. Analysts maintain a "Strong Buy" consensus rating, with 11 of 13 analysts recommending the stock.
Comfort Systems USA is experiencing strong demand across both its operating segments, with Electrical outpacing Mechanical growth. In Q2 2026, Electrical revenues surged 81.2% year-over-year to $969 million, whilst Mechanical revenues increased 40.2% to $2.30 billion. Data-center activity drove most of the Electrical gains. Of the $434.3 million year-over-year increase, $301.7 million came from same-store operations, with Texas contributing $186.6 million. Acquisitions added $132.6 million. Mechanical remains the larger business at 70.3% of quarterly revenues. Its gross margin improved to 25.6% from 22.9%, outpacing Electrical's margin gain to 26.4% from 25.3%. Both segments showed strong backlogs: Mechanical reached $10.06 billion and Electrical $4 billion, each up roughly 73% year-over-year.
Comfort Systems USA is maintaining strong growth momentum heading into 2027, driven by record backlog and technology sector demand. The company's same-store revenues jumped 47% in the first half of 2026, with management projecting full-year growth in the mid- to high-30% range. The company's backlog reached $14.1 billion in Q2 2026, up 73% year over year. Technology customers accounted for 58% of first-half revenues, compared with 40% the previous year, whilst industrial clients represented 75% of revenues. Comfort Systems is expanding its Modular operations to nearly 5 million square feet by late summer 2027, supported by customer volume commitments. However, management acknowledged that maintaining such growth rates will become more challenging due to tougher year-over-year comparisons in upcoming quarters.