company FIX - SteadyBase

steadybase-$ company FIX

account_id none on file

legal_name Comfort Systems USA Inc

ticker FIX

cik 1035983

domain comfortsystemsusa.com

linkedin_company_url https://www.linkedin.com/company/comfort-systems-usa/

entry_point_account_id none on file

name Comfort Systems USA Inc.

exchange NYSE

sector Industrials

hq Houston, TX, United States

irhttps://investors.comfortsystemsusa.com/

sector index/company/sector/industrials/

calls 12 filings 40 executives 8 family 0

why_now

Our headcount, if you look at the headcount in the first quarter of 2025, it's 3,000 or 4,000 people higher in the first quarter of 2026, depending whether you include or don't include sort of travelers and temporary workers that aren't always W-2 employees. That's a very, very big source of that increase.

Apr 24, 2026 / receipt

calls

Our headcount, if you look at the headcount in the first quarter of 2025, it's 3,000 or 4,000 people higher in the first quarter of 2026, depending whether you include or don't include sort of travelers and temporary workers that aren't always W-2 employees. That's a very, very big source of that increase.

Apr 24, 2026 / receipt, needs a key / Trent McKenna, President and COO | earnings call 2026-04-24 | transcript 80cf1375-da9a-4a4b-a373-2507b82d7655 | chars 15417-15724 | segment 15

So I don't, I, it's just kind of, it's kind of amazing just the sheer, you know, the sheer sort of, And, Adam, we can handle the geographies because we have a significant traveling workforce. So, you know, wherever they want to build them, we pretty much can accommodate them.

Apr 24, 2026 / receipt, needs a key / Trent McKenna, President and COO | earnings call 2026-04-24 | transcript 80cf1375-da9a-4a4b-a373-2507b82d7655 | chars 10430-10706 | segment 10

And Julio, one thing that we do have going for us is that we have folks that'll travel and you see some of this work, maybe get all the West Texas, Abilene, Amarillo that we can handle because we have people that will travel to these sites.

Oct 24, 2025 / receipt, needs a key / Trent McKenna, COO | earnings call 2025-10-24 | transcript 8e0451db-9849-43ff-84ba-8725984c432a | chars 17184-17424 | segment 17

The remaining same-store increase resulted from factors including compensation costs, headcount, and travel and training expenses.

Apr 28, 2022 / receipt, needs a key / Bill George, CFO | earnings call 2022-04-28 | transcript 187b364a-c593-4a2c-9f66-cb4e3fd4ece2 | chars 6931-7061 | segment 7

They have really good standing workforces in some very attractive markets like Nashville and Kentucky and North Carolina and, of course, Mississippi, Atlanta. They also have a group of workers that travel and has been very expert for many, many years at healthcare, in particular hospitals.

Feb 24, 2022 / receipt, needs a key / Brian, CEO | earnings call 2022-02-24 | transcript c3a7e0b7-2c62-47cd-a6c9-1cb5688af803 | chars 27120-27410 | segment 28

I mean, if you look at the labor, I think it's the same. You know, it's tight. I mean, I think we have going for us is that we're a really good employer. And in the structure we have, people are on the local markets, know those markets really well. You know, whether or not we're hitting the military, community colleges, folks in high school. We've got some opportunities, maybe some low-income neighborhoods that are helping with some training and getting those folks involved in the business. So labor's tight. I think Kodiak's going to help us with some of the traveling folks. They've got a lot of good tradespeople. So we can flex it up, but you've got to manage your labor every day. And at the end of the day, you have to be a good place to work, training your people, you know, et cetera, all the things that we're proud of what we do. So I can see that continuing on, Sean. So we'll just keep at it.

Feb 24, 2022 / receipt, needs a key / Brian, CEO | earnings call 2022-02-24 | transcript c3a7e0b7-2c62-47cd-a6c9-1cb5688af803 | chars 34400-35309 | segment 35

So I think that if there's a slight upward pressure, it will be because travel starts to resume and we begin to do more We continued our training, but it was online.

Apr 29, 2021 / receipt, needs a key / Bill George, CFO | earnings call 2021-04-29 | transcript ca8c2916-8353-4512-8604-a6192c737d92 | chars 9128-9293 | segment 9

On the same store basis for the full year, SG&A declined $6 million, and that decrease was primarily due to austerity relating to COVID, such as reductions in travel-related expenses.

Feb 26, 2021 / receipt, needs a key / Bill George, CFO | earnings call 2021-02-26 | transcript a6abc1dc-d7f9-49cb-8e5d-eb9105f6fe52 | chars 6076-6259 | segment 6

And then I do think SG&A We'll creep back just a little, you know, maybe a couple basis points because of travel will wake up a little bit.

Feb 26, 2021 / receipt, needs a key / Bill, CFO | earnings call 2021-02-26 | transcript a6abc1dc-d7f9-49cb-8e5d-eb9105f6fe52 | chars 16129-16268 | segment 16

This decrease is primarily due to cost control measures, such as reductions in travel-related expenses.

Oct 27, 2020 / receipt, needs a key / Bill George, CFO | earnings call 2020-10-27 | transcript 8c99b7a9-45fe-4c9f-858c-c0081a880f5f | chars 4897-5000 | segment 4

And we continue to benefit from SG&A leverage largely due to the electrical segment, which requires lower levels of SG&A, as well as a reduction in certain expenses, such as travel, resulting from actions we have taken in light of COVID-19.

Jul 28, 2020 / receipt, needs a key / Bill George, CFO | earnings call 2020-07-28 | transcript 1bf72d84-7e49-4211-b6a5-f7cfc5ba07d1 | chars 7646-7886 | segment 7

Travel stopped.

Jul 28, 2020 / receipt, needs a key / Bill (CEO), CEO | earnings call 2020-07-28 | transcript 1bf72d84-7e49-4211-b6a5-f7cfc5ba07d1 | chars 22825-22840 | segment 23

filings

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