Every 8-K 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 8-K covers material events a company has to report between its quarterly 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, 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 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. 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. 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.
Comfort Systems USA, Inc. furnished an investor presentation outlining its business, recent financial performance, and sustainability initiatives. The slideshow highlights YTD 2026 revenue of $2,865.3 million, net income of $370.4 million, diluted EPS of $10.51, and Adjusted EBITDA of $524.4 million.
The company reports positive free cash flow for 27 consecutive years, 14 consecutive years of dividend increases, and a strong balance sheet with $1.05 billion cash and minimal debt. It also describes a 35% Scope 1 and 2 emissions intensity reduction target by 2035 and continued use of non‑GAAP metrics such as Adjusted EBITDA.
Comfort Systems USA, Inc. reported very strong first-quarter 2026 results, with net income of $370.4 million, or $10.51 per diluted share, on revenue of $2.87 billion, up from $1.83 billion a year earlier. Operating income rose to $485.7 million and Adjusted EBITDA reached $524.4 million.
Backlog grew to $12.45 billion, and the business generated operating cash inflows of $388.8 million and free cash flow of $242.2 million. The board also increased the quarterly dividend to $0.80 per share, payable May 26, 2026 to stockholders of record on May 15, 2026.
Comfort Systems USA, Inc. furnished an investor presentation outlining recent performance and strategy. The company reported 2025 revenue of $9,101.6 million and net income of $1,022.6 million, with diluted EPS of $28.88 and Adjusted EBITDA of $1,454.6 million.
Backlog grew to $11,945 million in 2025, and operating cash flow reached $1,186.4 million. Management highlights a strong balance sheet with Debt/TTM EBITDA of 0.10, cash of $981 million, and total debt of $145 million as of December 31, 2025.
The presentation emphasizes long-term free cash flow generation, rising dividends over 14 consecutive years, and capital allocation toward acquisitions, share repurchases, and dividends. It also discusses sustainability initiatives, including a target to reduce Scope 1 and 2 emissions intensity by 35% by 2035 and continued use of non-GAAP metrics such as Adjusted EBITDA to evaluate performance.
Comfort Systems USA, Inc. reported a very strong fourth quarter and full year 2025, with both earnings and cash generation rising sharply. For the quarter ended December 31, 2025, net income was $330.8 million, or $9.37 per diluted share, on revenue of $2.65 billion. This compares to net income of $145.9 million, or $4.09 per diluted share, on revenue of $1.87 billion a year earlier, and operating cash flow more than doubled to $468.5 million.
For the full year 2025, net income reached $1.02 billion, or $28.88 per diluted share, on revenue of $9.10 billion, up from net income of $522.4 million and revenue of $7.03 billion in 2024. Operating cash flow for the year improved to $1.19 billion. Backlog grew to $11.94 billion as of December 31, 2025, up from $5.99 billion a year earlier, with same-store backlog increasing to $11.58 billion.
The company also highlighted strong Adjusted EBITDA, which rose to $463.96 million for the quarter and $1.45 billion for the year. Reflecting this performance, the board declared a higher quarterly dividend of $0.70 per share, a $0.10 increase from the most recent dividend, payable on March 17, 2026 to stockholders of record on March 6, 2026.
Comfort Systems USA, Inc. disclosed leadership changes affecting its senior management team. Trent T. McKenna, currently Executive Vice President and Chief Operating Officer, will become President and Chief Operating Officer effective January 1, 2026. In this new role, he will receive an annual base salary of $850,000 and a target bonus equal to 115% of his base salary.
Mr. McKenna will also be granted a long-term incentive award made up of time-vesting and performance-vesting restricted stock units with a grant date value equal to 400% of his base salary, and he will continue to participate in the company’s Executive Severance Policy. The company also reported that Laura F. Howell plans to retire as Senior Vice President, General Counsel and Secretary effective December 31, 2025. A press release describing these leadership transitions was furnished as an exhibit.
Comfort Systems USA (FIX) furnished an investor presentation under Item 7.01 of Form 8-K. The slideshow, posted to the Investor section of the company’s website and attached as Exhibit 99.1, includes non-GAAP financial measures used by management to assess performance. The information is being furnished, not filed under the Exchange Act. The presentation also contains forward-looking statements subject to risks discussed in the company’s SEC filings.
Comfort Systems USA, Inc. filed a Form 8-K announcing two items. The company furnished a press release reporting its financial results for the third quarter of 2025 as Exhibit 99.1.
Separately, the company announced a quarterly dividend via Exhibit 99.2, with stockholders of record as of the close of business on November 13, 2025. The results release under Item 2.02 is being furnished and is not deemed filed or incorporated by reference unless expressly stated.
Comfort Systems USA, Inc. entered into a new amended and restated senior secured revolving credit facility that replaces its prior revolving credit line. The revolving line of credit increased from $850 million to $1.1 billion, with capacity for up to $200 million in letters of credit and $75 million in swingline loans. The facility can be further increased by up to the greater of $500 million or 1.0x Consolidated EBITDA through additional commitments or incremental term loans, and it matures on October 1, 2030.
The loans are secured by first- and second-lien interests in most of the company’s personal property and bear interest at a base rate or term SOFR plus a margin tied to the company’s Net Leverage. At closing, the margin was 1.25% for term SOFR loans and 0.25% for base rate loans, with a 0.175% quarterly commitment fee on unused commitments. Proceeds drawn at closing were used to repay all borrowings under the prior facility. The agreement includes customary financial and negative covenants, including limits on additional debt, liens, dividends, share repurchases, acquisitions, and affiliate transactions, with more flexibility at lower Net Leverage levels.