Welcome to our dedicated page for COMFORT SYSTEMS USA SEC filings (Ticker: FIX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on COMFORT SYSTEMS USA's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into COMFORT SYSTEMS USA's regulatory disclosures and financial reporting.
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.
Comfort Systems USA, Inc. furnished an investor presentation used for communications with analysts and potential investors. The presentation reiterates the company’s use of non-GAAP measures, including Adjusted EBITDA, alongside GAAP results to evaluate operating performance and provides reconciliations.
For the six months ended June 30, 2026, revenue was $6,131.0 million and net income was $812.0 million, with diluted EPS of $23.03. Adjusted EBITDA for this period was $1,124.9 million. The three months ended June 30, 2026 showed revenue of $3,265.7 million, net income of $441.6 million, diluted EPS of $12.53, and Adjusted EBITDA of $600.5 million.
The presentation highlights a strong balance sheet, including $1.85 billion of cash, total debt of $54 million, and Debt/TTM EBITDA of 0.03 at June 30, 2026. Backlog reached $14,062 million at Q2 2026. Management also emphasizes long-term positive free cash flow, dividend growth, capital returns, modular capabilities, and detailed sustainability and ESG initiatives.
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.