Every 10-Q that Comfort Sys Usa (FIX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow FIX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FIX filings page.
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 delivered very strong first-quarter results. Revenue rose to $2.87 billion from $1.83 billion, driven by data center and technology projects in both mechanical and electrical segments. Gross margin expanded to 26.3% from 22.0%, lifting operating income to $485.7 million.
Net income jumped to $370.4 million or $10.51 diluted EPS, up from $4.75. Backlog increased to $12.45 billion, about 81% above a year earlier. The company generated $388.8 million of operating cash flow, ended with $1.05 billion in cash, and had no borrowings under its $1.10 billion credit facility.
Comfort Systems USA (FIX) reported strong Q3 2025 results. Revenue reached $2,450,969 thousand, up from $1,812,366 thousand a year ago, as both mechanical and electrical services expanded. Net income rose to $291,615 thousand from $146,235 thousand, with diluted EPS of $8.25. For the first nine months, revenue was $6,455,574 thousand versus $5,159,672 thousand, and net income was $691,752 thousand versus $376,563 thousand, reflecting broad-based growth and favorable project performance.
Cash and cash equivalents were $860,523 thousand, up from $549,939 thousand at year-end. The company amended its revolving credit facility to $1.10 billion, with $100,000 thousand outstanding, $83,200 thousand in letters of credit, and $916,800 thousand available as of September 30, 2025. Remaining performance obligations were $9.38 billion, with 65–75% expected to convert to revenue over the next 12 months. During the nine months, FIX repurchased 0.3 million shares for approximately $125,426 thousand at an average price of $363.15 per share.