Welcome to our dedicated page for Comfort Sys 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.
Comfort Systems USA filings document regulatory disclosures for a Delaware company providing commercial, industrial and institutional HVAC and electrical contracting services. Form 8-K reports cover quarterly and annual operating results, dividend declarations on common stock, Regulation FD investor presentations, non-GAAP financial measures, and officer appointment or transition matters.
Proxy materials describe annual meeting governance, director and executive compensation matters, and shareholder voting items. The company’s disclosure record also ties business performance to service categories such as mechanical, electrical, plumbing, piping and controls contracting.
COMFORT SYSTEMS USA INC director and chief executive officer Brian E. Lane reported an open-market sale of Common Stock. On May 5, 2026, he sold 11,113 shares at an average price of $1969.838 per share, as noted in a footnote. Following this transaction, Lane directly holds 161,089 shares of the company’s common stock, indicating he retained a substantial equity position after the sale.
FMR LLC amends a Schedule 13G to report beneficial ownership of Comfort Systems USA Inc. common stock. The filing states FMR LLC beneficially owns 1,449,518.09 shares, representing 4.1% of the class, with sole dispositive power over 1,449,518.09 shares and sole voting power over 1,436,743.65 shares as shown on the cover. The filing identifies Abigail P. Johnson in a related capacity and references an attached Exhibit 99 and a power of attorney incorporated by reference.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to sell 11,113 shares of Common Stock. The filing lists two scheduled lots of 6,679 and 4,434 shares dated 04/01/2025 and 03/19/2025, respectively. The excerpt also records a prior sale of 9,365 shares on 02/25/2026 with an associated dollar figure of 13,607,964.58. The filing shows 35,202,424 shares outstanding as of 05/05/2026.
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 director Pablo G. Mercado reported an open-market sale of company stock. He sold 500 shares of Common Stock on April 30, 2026 at an average price of $1,779.7801 per share, and held 3,000 shares directly after the transaction.
The reported price represents an average for multiple trades; the company notes that detailed share amounts and specific prices for each trade are available from its Office of the General Counsel upon request.
COMFORT SYSTEMS USA INC director William J. Sandbrook completed an open-market sale of Common Stock. On April 29, 2026, he sold 1,500 shares at an average price of $1,732.6667 per share. Following the sale, he holds 7,666 shares, including 170 shares held indirectly, as disclosed in the filing.
Fidelity Brokerage Services LLC reported a proposed sale of 500 shares of Common stock on a Form 144. The filing lists a dollar figure of $863,149.00 alongside the 500-share entry and indicates NYSE as the market. The notice also shows that Pablo Mercado sold 500 shares of Comfort Systems USA on 02/23/2026 for $702,500.00. The record includes prior stock awards of 432 and 68 shares dated 05/17/2022 and 05/21/2021, respectively.
Comfort Systems USA Inc received a Schedule 13G from Vanguard Capital Management reporting beneficial ownership of 2,634,611 shares of Common Stock, representing 7.49% of the class as of 03/31/2026. The filing shows sole dispositive power over 2,634,611 shares and sole voting power over 348,662 shares.
The filing is a Rule 144 notice related to COMMON shares for FIX. The excerpt lists 1,500 common shares associated with RBC Capital Markets LLC and an amount $2,599,000.00. It also shows 2,500 shares sold in the past three months with an amount $3,608,294.00.
Comfort Systems USA Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 1,891,176 shares of Common Stock, representing 5.37% of the class as reported.
The filing states Vanguard has sole dispositive power over 1,891,176 shares and sole voting power for 9,992 shares. The statement is signed on 04/29/2026.