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Comfort Systems USA delivered sharply higher results for the quarter and six months ended June 30, 2026, driven by strong technology-sector demand and recent electrical acquisitions. Second‑quarter revenue was $3,265,656 (in thousands) and net income was $441,602 (in thousands), with a 13.5% net margin and diluted EPS of $12.53. Same‑store revenue rose strongly, supplemented by contributions from Hunt, Feyen Zylstra, and Meisner, while technology customers represented 58.7% of quarterly revenue and new construction accounted for 75.1%.
For the first half of 2026, revenue reached $6,130,988 (in thousands) and net income $811,980 (in thousands). Operating cash flow surged to $1,528,254 (in thousands), lifting cash and cash equivalents to $1,854,794 (in thousands). Total debt was modest at $54,064 (in thousands), with no borrowings on a $1.10 billion revolving credit facility and $1.01 billion of available credit. Remaining performance obligations totaled $14.06 billion, with 65–75% expected to convert to revenue within 12 months. Goodwill and intangible assets continued to expand with acquisitions, while an approved federal R&D tax credit refund reduced tax expense and added interest income.
Comfort Systems USA reported sharply higher results for the quarter ended June 30, 2026. Revenue rose to $3.27 billion from $2.17 billion, while net income increased to $441.6 million, or $12.53 per diluted share, versus $230.8 million, or $6.53, a year earlier. Management highlighted a 50% revenue increase and 92% growth in per share earnings. Operating income margin improved to 17.1% from 13.8%, and operating cash flow reached $1.14 billion, contributing to Adjusted EBITDA of $600,491 thousand, or 18.4% of revenue.
Backlog grew to $14.06 billion as of June 30, 2026, compared with $12.45 billion at March 31, 2026 and $8.12 billion a year earlier; same-store backlog was $13.70 billion. For the first half of 2026, revenue was $6.13 billion with net income of $812.0 million and diluted EPS of $23.03. The board of directors increased the quarterly dividend to $0.90 per share, up from $0.80, payable August 24, 2026 to stockholders of record on August 13, 2026.
COMFORT SYSTEMS USA INC Chief Operating Officer Craig Sasser filed an initial ownership report showing his holdings of company common stock. He reports 899 shares held directly and 646 shares held indirectly through The Craig Steven Sasser Revocable Trust. Some of these shares were issued under restricted stock unit grants that remain subject to tenure-based vesting conditions.
COMFORT SYSTEMS USA director Franklin Myers reported an insider sale and ownership transfer. He sold 6,700 shares of Common Stock in an open-market transaction at $1,954.47 per share, and held 62,115 shares directly after the sale.
Separately, 12,495 shares were reported as indirectly owned through a partnership interest after FIX common stock was contributed to an exchange fund and certain shares were shifted from direct to indirect beneficial ownership in a transaction exempt under Rule 16a-13.
Comfort Systems USA, Inc. appointed Craig Sasser, currently Regional Vice President – Atlantic Region, as Chief Operating Officer, effective July 1, 2026. In his new role, Mr. Sasser will receive an annual base salary of $600,000, a target bonus equal to 90% of base salary, and a long-term incentive award with a grant date value equal to 200% of base salary, delivered in time- and performance-vesting restricted stock units. He will also participate in the company’s Executive Severance Policy. The company also announced that Briston Blair will become Chief Strategy & Innovation Officer, effective July 1, 2026, while Trent T. McKenna will continue as President. Comfort Systems USA describes itself as a provider of HVAC and electrical contracting services with 197 locations in 143 cities across the United States.
COMFORT SYSTEMS USA INC director Rhoman J. Hardy sold shares in the company. On May 27, 2026, he completed an open-market sale of 342 shares of Common Stock at an average price of about $1,900.08 per share, according to the filing data.
After this transaction, Hardy directly owned 1,889.916 shares of Common Stock. A footnote explains that the reported price is an average for the shares sold and that a detailed breakdown of share amounts and specific prices is available from the company’s Office of the General Counsel upon request.
COMFORT SYSTEMS USA INC director Franklin Myers reported a charitable stock gift and an internal ownership transfer. He made a bona fide gift of 273 shares of common stock at a stated price of $0.00 per share, described as a charitable donation. After this, he held 68,815 shares directly and 12,495 shares indirectly through a partnership interest, reflecting a shift from direct to indirect beneficial ownership in a transaction exempt from Section 16 under Rule 16a-13.
Comfort Systems USA, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Of 35,183,967 common shares entitled to vote, 31,221,297 were represented, giving an 88.74% quorum. Stockholders elected ten directors, each receiving between 89.22% and 99.71% of votes cast, with 1,788,538 broker non-votes recorded on this proposal.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 31,195,684 votes for and 10,699 against. In an advisory vote, stockholders approved executive compensation with 28,296,391 votes for, 1,053,045 against, and 83,323 abstentions, plus 1,788,538 broker non-votes.
ANDERSON DARCY reported acquisition or exercise transactions in this Form 4 filing.
COMFORT SYSTEMS USA INC director Darcy Anderson received a grant of 105 shares of Common Stock as compensation. The award was granted on May 18, 2026 under the 2017 Omnibus Incentive Plan and is described as a non-employee director's annual stock grant following the company’s annual stockholders' meeting.
The footnote states that this year’s grant is equal to $200,000, calculated by dividing that amount by the average of the high and low trading prices of the company’s stock on the meeting date and rounding up to the nearest whole share. Following this grant, Anderson directly holds 18,140 shares of Common Stock.