Key points
- McDonald’s, Comfort Systems USA, and Amphenol are huge names in their industries.
- With their thriving AI and data center businesses, two of these stocks are up more than 90% in 2025.
- Comfort Systems has been boosting its dividend at an impressive pace, for five straight quarters.
Three major companies with leadership positions in their respective markets have just announced notable dividend increases. These profit increases range from moderate to huge, ranging from 5% to more than 50%. Below, we’ll break down three highly relevant stocks that give income-oriented investors even more admiration.
McDonald’s announces a new 5% increase in profits
Leadership position for McDonald’s (NYSE: MCD) It needs a little explanation. The roughly $220 billion company is the world’s largest restaurant stock. His value is more than double the value of the second largest player, Starbucks (NASDAQ: SBUX), With a market value of $99 billion.
McDonald’s didn’t have a breakout year in 2025, but its performance was strong. Stocks returned a total return of about 8.6% — well below the S&P 500’s gain of about 18%, but roughly in line with Consumer Select Sector SPDR Fund (NYSEARCA: XLY)Which rose by about 8.2% this year.
On October 22, McDonald’s It declared a quarterly dividend of $1.86an increase of 5% over the previous batch. This brings the company’s streak of consecutive annual dividend increases to 49 years. The new dividend is paid on December 15 to shareholders of record at the close of business on December 1. The stock now has a stated dividend yield of about 2.40%. This is a strong number for this stock, which tends to achieve strong and consistent gains. However, this legacy company is not necessarily one that screams “beating the market.”
Comfort Systems announces 5th dividend increase in 5 quarters
On the other side of the equation, “market speculator” was the perfect term to describe him Comfort Systems USA (NYSE: FIX). The company is one of the largest providers of heating, ventilation and air conditioning (HVAC) services in the United States. It has found a huge market in data centers, where heat generation is a major byproduct of intensive computing. Its technology end market, which includes data centers, accounted for 42% of revenue in the third quarter of 2025. That’s double the 21% of revenue it accounted for in the third quarter of 2023. Comfort Systems’ total revenue rose about 78% over those two years, and its adjusted operating margin rose more than 550 basis points to 15.5%. Overall, stocks have a massive 132% total return in 2025.
On October 24, the company Announced a 20% increase in profits. The new dividend of 60 cents per share will be paid on November 24 to shareholders of record as of the close of business on November 13. Comfort Systems’ indicated dividend yield is now around 0.25%. Obviously, a company’s dividend yield isn’t a great reason to own the stock. However, Comfort Systems is making very strong efforts to add weight to its earnings. The latest dividend increase marks the fifth in as many quarters.
Amphenol announces an impressive +50% increase in profits
Although it is far from high-profile Artificial Intelligence (AI) Stocks., Amphenol (NYSE: APH) Undoubtedly, it is vital to the progress of artificial intelligence. The company is one of the dominant companies in the field of electrical connections, sensors and various electrical components. While companies across broad sectors of the economy need their solutions, demand for AI is driving growth. IT data market It represents 37% of fourth-quarter salesWith a growth of 128%. The company also generated record free cash flow of nearly $3.6 billion over the past 12 months. These factors have pushed Amphenol stock to deliver a total return of about 97% in 2025.
As a result of its recent success, Amphenol has just announced a massive increase in profits. Along with the release of Q3 2025 results on October 22, the company increased its quarterly earnings by 52%. Amphenol will pay its new 25-cent dividend on January 6, 2026 to shareholders of record as of December 16, 2025. Overall, the stock now maintains a defined dividend yield of about 0.74%. That’s not a high number, but it’s also important to note that the explosion in Amphenol’s stock price has led to a lower yield. The company’s massive 52% dividend increase shows that it is taking very important steps to correct its low yield.
AHP and FIX work full time to enhance their profits
MCD, FIX and AHP are making big strides in boosting their earnings. The dramatic increase in amphenol is impressive.
However, the comfort systems really stand out. They offer dividend increases not on an annual basis but on a quarterly basis. This kind of earnings growth is not something investors see very often.
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Companies mentioned in this article:
a company
Current price
Price change
Dividend yield
P/E ratio
Consensus rating
Consensus price target
Comfort Systems USA (It works)
$982.99
+0.7%
0.20%
41.69
Moderate purchase
$819.20
McDonald’s (MCD)
$307.43
-0.8%
2.42%
26.33
He catches
$323.43
amphenol (Af)
$137.32
+1.0%
0.73%
45.77
Moderate purchase
$129.77
| a company | Current price | Price change | Dividend yield | P/E ratio | Consensus rating | Consensus price target |
|---|---|---|---|---|---|---|
| Comfort Systems USA (It works) | $982.99 | +0.7% | 0.20% | 41.69 | Moderate purchase | $819.20 |
| McDonald’s (MCD) | $307.43 | -0.8% | 2.42% | 26.33 | He catches | $323.43 |
| amphenol (Af) | $137.32 | +1.0% | 0.73% | 45.77 | Moderate purchase | $129.77 |
About Leo Miller
expertise
Leo Miller has been a contributing writer for DividendStocks.com since 2024.
- Professional background: Leo Miller is a financial writer with a background in investment research and market analysis. He has held positions as an investment research associate at Laird Norton Wetherby and as a research analyst at Sungarden Investment Publishing, where he gained practical experience in equity valuation and portfolio strategies.
- credentials: He holds a BBA in Finance from the University of Washington Foster School of Business, a top-ranking public business school. He has passed the CFA Level II exam.
- Financial experience: Liu began researching and investing in gold mining stocks in 2019 and began writing about finance and investing in 2021. He joined DividendStocks.com as a contributing writer in 2024, covering both stocks and ETFs. A strong research foundation and direct exposure to financial markets shape his views.
- Focus on writing: He specializes in technology stocks, dividend-paying companies, ETFs, and value-oriented opportunities. His work emphasizes clarity, actionable insights, and education for investors at all levels.
- Investment approach: Liu follows a disciplined, long-term investment strategy rooted in fundamental analysis, with a strong focus on economics, sector and industry research, and passive investing principles.
- inspiration: Leo finds the stock market endlessly compelling and enjoys the challenge of separating meaningful data from noise. He is passionate about analyzing what makes companies tick, and sharing those insights to guide informed investment decisions. As he put it: “A robust analysis requires separating the wheat from the chaff.”
- Fun fact: Leo credits his grandfather with sparking his interest in investing and is a lifelong animal lover.
- Areas of expertise: Fundamental analysis, economics, industry and sector analysis
education
Bachelor of Business Administration, Finance, Foster School of Business at the University of Washington
