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 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.
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, 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 is asking stockholders to vote at its May 18, 2026 annual meeting in Houston on three key items: electing ten directors for one-year terms, ratifying Deloitte & Touche as 2026 auditor, and approving a non-binding “Say on Pay” for 2025 executive compensation.
The proxy highlights very strong 2025 results, including revenue of $9.10 billion, net income of $1.02 billion, and diluted EPS of $28.88, plus operating cash flow of $1.19 billion and backlog of $11.94 billion. These outcomes drove maximum (200%) payouts on EPS and free cash flow annual incentive metrics.
The Board stresses governance practices such as an independent chair, a majority-independent board, committee-only independent membership, stock ownership guidelines, a clawback and anti-hedging/pledging policy, and active investor outreach with more than 230 meetings in 2025. Director cash retainers and equity awards are being increased for 2026 to better match market data, and the company emphasizes safety, sustainability, human capital development, and diversity and inclusion oversight at the board level.
Comfort Systems USA senior vice president and general counsel Rachel R. Eslicker reported routine compensation-related share forfeitures tied to restricted stock units that vested on April 1, 2026. A total of 99 shares of common stock were forfeited to cover tax obligations at an average price of $1,429.595 per share, based on the average of the high and low stock price that day.
Following these tax-withholding dispositions, Eslicker directly holds 608 shares of common stock. The forfeited shares relate to vesting installments from restricted stock unit grants made in 2023, 2024, and 2025, and do not represent open-market sales.
COMFORT SYSTEMS USA INC chief accounting officer Julie Shaeff reported routine share forfeitures tied to restricted stock unit vesting rather than market sales. On April 1, 2026, a total of 319 shares of common stock were forfeited to satisfy tax obligations, using a price of $1,429.595 per share based on the average of the high and low stock price that day. After these tax-withholding dispositions, Shaeff directly owns 13,747 shares of common stock, reflecting a standard compensation-related adjustment instead of open‑market trading.
Reed Terrence reported disposition transactions in this Form 4 filing.
Comfort Systems USA senior vice president and CHRO Terrence Reed reported three small tax-related share forfeitures tied to restricted stock unit vesting. On April 1, 2026, a total of 273 shares of common stock were forfeited to cover tax obligations at a price based on the average of the high and low stock price that day. After these non‑market transactions, Reed directly holds 2,968 shares of common stock.