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Comfort Systems USA, Inc. (FIX) Presents at Sidoti Small-...
SA Transcripts · 2026-06-19 · via All Articles on Seeking Alpha

Comfort Systems USA, Inc. (FIX) Sidoti Small-Cap Virtual Investor Conference June 18, 2026 12:15 PM EDT

Company Participants

Chrissy Nelson
Trent McKenna - President & COO

Conference Call Participants

Julio Romero - Sidoti & Company, LLC

Presentation

Julio Romero
Sidoti & Company, LLC

Okay. Good afternoon, everyone, and thank you for joining Sidoti & Company's June 2026 Small-Cap Conference. My name is Julio Romero, and I cover industrials and engineering construction names at Sidoti & Company.

Really pleased to be able to host Comfort Systems USA, their ticker is FIX. With us today is Trent McKenna, President and Chief Operating Officer; and Chrissy Nelson, Director of Investor Relations.

So we'll start with management giving us a brief overview of the company, and then we'll go right into some Q&A. If you have any questions, feel free to type them into the Q&A section at the bottom of your screen. Happy to ask on your behalf if time permits. With that, Trent and Chrissy, thank you so much for being here.

Trent McKenna
President & COO

Thanks, Julio. I'm going to just dive in and give a quick overview of the company. To understand what we are, we're a leading national mechanical, electrical and plumbing installation service provider, a little over $10-plus billion yearly in revenue. 75% of our mix is industrial, over 23,000 employees currently.

And we've had a history of profitable growth, cash flow. We have unmatched modular capabilities, which I'm sure everyone will find of interest as we talk about those and answer questions with regard to that.

And we've maintained a lot of financial stability over the history of the company with a very, very strong balance sheet. We're only in the 48 states, about 197 locations, 143 cities. Right now, as everyone on this listening would probably anticipate, we're