EBITDA Metrics Evaluated: Carlisle Companies Incorporated vs Comfort Systems USA, Inc.

EBITDA Performance: A Tale of Two Companies

In the competitive landscape of industrial services, Carlisle Companies Incorporated and Comfort Systems USA, Inc. have shown distinct EBITDA trajectories over the past decade. Since 2014, Carlisle has consistently outperformed Comfort Systems, with its EBITDA growing by approximately 136% by 2023. This growth is highlighted by a peak in 2022, where Carlisle's EBITDA reached nearly 1.5 times its 2014 value. In contrast, Comfort Systems has demonstrated a steady, albeit slower, growth rate, with its EBITDA increasing by about 684% over the same period.

Key Insights

• Carlisle's Dominance: Carlisle's EBITDA in 2023 is more than double that of Comfort Systems, showcasing its robust financial health.
• Growth Trends: Both companies have shown resilience, with Comfort Systems closing the gap slightly in recent years, particularly with a notable 41% increase from 2022 to 2023.
  This analysis underscores the dynamic nature of the industrial services sector, where strategic decisions and market conditions can significantly impact financial outcomes.