Comfort Systems USA filings document regulatory disclosures for a Delaware company providing commercial, industrial and institutional HVAC and electrical contracting services. Form 8-K reports cover quarterly and annual operating results, dividend declarations on common stock, Regulation FD investor presentations, non-GAAP financial measures, and officer appointment or transition matters.
Proxy materials describe annual meeting governance, director and executive compensation matters, and shareholder voting items. The company’s disclosure record also ties business performance to service categories such as mechanical, electrical, plumbing, piping and controls contracting.
Comfort Systems USA, Inc. posted an investor presentation on October 28, 2026, reporting nine-month results ended September 30, 2026. Revenue was $9,897.3 million versus $6,455.6 million a year earlier, and net income was $1,301.0 million versus $691.8 million. Diluted EPS was $36.94 versus $19.52. Adjusted EBITDA, a non-GAAP measure, was $1,792.7 million compared with $990.6 million; operating cash flow was $2,538.4 million versus $717.8 million.
For the three months ended September 30, revenue was $3,766.3 million and net income was $489.0 million, compared with $2,451.0 million and $291.6 million in 2025. YTD 2026 revenue was 70% mechanical and 30% electrical, with technology representing 59%. Backlog was $17,815 million in Q3 2026. The presentation also reported $2.16 billion in cash at September 30, 2026, no borrowings under a $1.10 billion senior credit facility, and a 2030 maturity.
Comfort Systems USA, Inc. reported third-quarter revenue of $3.77 billion, up 53.7% year over year. The increase included 46.3% from same-store activity and 7.4% related to acquisitions. Net income was $489.044 million, versus $291.615 million a year earlier. For the first nine months of 2026, revenue was $9.90 billion, compared with $6.46 billion, and net income was $1,301.024 million versus $691.752 million.
Backlog was $17.81 billion as of September 30, 2026, up 90.0% from a year earlier and 26.7% from June 30. The company expects to recognize approximately 65-75% of remaining performance obligations over the next 12 months. It expects demand, especially among manufacturing and technology customers, to remain at high levels through the remainder of 2026 and 2027; it also expects labor-cost pressures and intermittent supply delays to persist over the next several quarters. Total debt was $49.555 million, available credit was $1.01 billion, and the company reported compliance with all financial covenants as of September 30, 2026.
Comfort Systems USA, Inc. (FIX) reported third-quarter 2026 revenue of $3.77 billion and net income of $489.0 million for the quarter ended September 30, 2026, compared with $2.45 billion and $291.6 million, respectively, a year earlier. Diluted earnings per share were $13.91, versus $8.25, and operating cash flow was $1.01 billion, versus $553.3 million. Adjusted EBITDA was $667.858 million, compared with $413.866 million.
Backlog was $17.81 billion as of September 30, 2026, compared with $14.06 billion as of June 30, 2026, and $9.38 billion as of September 30, 2025. The board declared a $1.00 quarterly dividend per share, $0.10 above the most recent dividend, payable November 23, 2026, to stockholders of record November 12, 2026. Management said it believes the company is well-positioned through year-end and 2027 to grow organically and maintain high levels of profitability and solid ongoing cash flow.
Comfort Systems USA, Inc. (FIX) announced that Executive Vice President and Chief Financial Officer William George intends to retire following the filing of the Annual Report on Form 10-K for the year ending December 31, 2026. Senior Vice President and Chief Accounting Officer Julie Shaeff has been appointed to succeed him, effective at that transition.
Upon George’s retirement, his time-based and performance-based restricted stock unit awards will remain outstanding and continue to vest in accordance with their terms. He will then satisfy the age and service requirements of the company’s Rule of 75.
COMFORT SYSTEMS USA INC (FIX) reported that Chief Executive Officer and director Brian E. Lane sold 16,024 shares of common stock on 2026-08-26 in an open-market or private transaction. The shares were sold at an average price of $1,608.2079 per share, and Lane now holds 145,065 shares directly.
The reported price represents the average of multiple sale prices; more detailed trade-level pricing is available from the company’s Office of the General Counsel. The transaction was not reported as made pursuant to a Rule 10b5-1 trading plan.
COMFORT SYSTEMS USA, INC. (FIX) received a notice under Rule 144 that Brian E. Lane intends to sell up to 16,024 shares of common stock through Morgan Stanley Smith Barney LLC on or about August 26, 2026, with the shares listed on the NYSE.
The filing lists an aggregate market value of $25,769,923.39 for the planned sale and states that 35,194,329 common shares were outstanding. The shares being sold trace back to equity compensation awards granted in 2016 and 2017 as compensation from the issuer.
COMFORT SYSTEMS USA INC (FIX) reported that its Chief Financial Officer, William George III, sold common stock in an open-market or private transaction. He disposed of 2,554 shares on 2026-08-17 at a footnote-qualified average price of $1,859.6513 per share, and now directly holds 30,250 shares of common stock. The reported price represents an average across multiple sale prices; detailed trade-level information is available from the company’s Office of the General Counsel upon request.
COMFORT SYSTEMS USA INC director Franklin Myers reported two sales of Common Stock. On 2026-08-11, an entity in which he holds a partnership interest sold 4,000 shares at a weighted average price of $1,693.9227 per share, leaving 8,495 shares held indirectly. On 2026-08-10, he sold 3,500 shares directly at a weighted average price of $1,690.4707 per share, with 58,615 shares remaining in his direct holdings. A footnote states the indirectly held shares were transferred from direct to indirect beneficial ownership in a transaction exempt from Section 16 under Rule 16a-13.
Franklin Myers submitted notice of a planned sale of common stock through BNY Pershing. The notice covers 4,000 shares of common stock, with an aggregate market value of $6,699,360, expected to be sold on or about August 11, 2026 on the NYSE. Myers reports a prior open market purchase of 5,000 shares on May 18, 2010 and a sale in the past three months of 3,500 shares on August 10, 2026 for $591,652.56. The issuer had 35,194,329 shares outstanding at the time of the notice.