Comfort Sys Usa SEC Filings

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 (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.

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.

William J. Sandbrook, a director of Comfort Systems USA, Inc. (FIX), reported sales of Company common stock on September 9-10, 2025. The Form 4 discloses three sale transactions totaling 1,500 shares: 600 shares sold at an average price reported as $708.97, 100 shares sold at $706, and 800 shares sold at $733.5583. After these transactions the reporting person beneficially owned 11,666 shares, which includes 170 shares held indirectly. The filing was signed by an attorney-in-fact on September 10, 2025. The Form 4 indicates the filer is a Company director and was filed by one reporting person. No options, grants, or derivative transactions are reported.

Form 144 notice for Comfort Systems USA, Inc. (symbol FIX) shows a proposed sale of 800 common shares through RBC Capital Markets with an aggregate market value of $586,846.00 and an approximate sale date of 09/10/2025 on the NYSE. The filer acquired the 800 shares as compensation on 05/17/2022. The filing also discloses two recent sales by the same person: 700 shares sold on 08/25/2025 for $482,702.00 and 700 shares sold on 09/09/2025 for $495,982.00. The notice includes the standard representation that the seller is unaware of undisclosed material adverse information.

Form 144 notice for Comfort Systems USA, Inc. (symbol: FIX) shows a proposed sale of 700 shares of common stock through RBC Capital Markets (Minneapolis) with an aggregate market value of $495,982.00. The filer named is William Sandbrook; acquisition records on the form show 180 shares were acquired as compensation on 05/21/2024 and 520 shares as compensation on 05/25/2018. The document also lists a prior sale of 700 shares on 08/25/2025 with gross proceeds of $482,702.00. The filer attests there is no undisclosed material adverse information.

Insider sale by director Herman E. Bulls: The filing shows that Herman E. Bulls, a director of Comfort Systems USA, Inc. (FIX), sold 3,000 shares of Common Stock on 08/27/2025 at an average price of $710 per share. After the sale, Mr. Bulls is reported to beneficially own 32,574 shares directly.

The form is a routine Section 16 disclosure showing a single non-derivative sale processed under a reported transaction code S. The explanatory note states the $710 figure is the average price and that full transaction pricing details are available from the companys Office of the General Counsel.

Comfort Systems USA, Inc. (FIX) director William J. Sandbrook reported a sale of 700 shares of the company's common stock on 08/25/2025 at an average price of $689.575 per share. After this transaction, Mr. Sandbrook directly and indirectly beneficially owns 13,166 shares, which includes 170 shares held indirectly. The Form 4 was executed by an attorney-in-fact and filed on 08/27/2025. The filing states that fuller detail on the specific prices per share is available from the company’s Office of the General Counsel.