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 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.
Comfort Systems USA’s Chief Financial Officer, William George III, reported routine tax-related share forfeitures tied to vesting restricted stock units. On April 1, 2026, he forfeited a total of 1081 shares of Common Stock in three transactions coded as tax-withholding dispositions.
Footnotes explain these forfeitures relate to RSUs that vested on April 1, 2026, including tranches originally granted on March 19, 2025, March 20, 2024, and March 21, 2023. The forfeited shares were valued at 1429.5950 per share, based on the average of the high and low stock price that day. Following these entries, he directly holds 37804 shares of Common Stock, indicating the transactions are compensation- and tax-driven rather than open-market sales.
COMFORT SYSTEMS USA INC president and chief operating officer Trent T. McKenna reported routine share dispositions tied to tax withholding on vested equity awards. On April 1, 2026, a total of 817 shares of Common Stock were forfeited to satisfy tax liabilities related to restricted stock units that vested on that date.
The shares were valued at $1,429.595 per share, based on the average of the high and low stock price on April 1, 2026. After these forfeitures, McKenna directly holds 22,346 shares of Common Stock. Footnotes state the forfeitures relate to vesting tranches from restricted stock units granted in 2023, 2024, and 2025.
Comfort Systems USA CEO Brian E. Lane forfeited a total of 3,599 shares of common stock on April 1, 2026 to cover tax liabilities tied to vesting restricted stock units. The forfeited shares relate to RSU grants from 2023, 2024, and 2025 and were valued at an average 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, Lane directly holds 172,202 shares of Comfort Systems USA common stock.
Comfort Systems USA Inc: An amended Schedule 13G/A by The Vanguard Group reports 0 shares beneficially owned of Comfort Systems USA Inc common stock, representing 0% of the class. The filing notes an internal realignment effective January 12, 2026 under SEC Release No. 34-39538, after which certain Vanguard subsidiaries report ownership separately. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Comfort Systems USA chief accounting officer Julie Shaeff reported equity compensation activity in the form of company stock. On March 23, 2026 she acquired 194 and 220 shares of common stock as grants or awards, then 84 shares were withheld at a stated price of 1408.25 per share to cover tax obligations. Following these transactions she directly owned 14,066 common shares.
Comfort Systems USA Chief Financial Officer William George III reported stock-based compensation and related tax withholding. On March 23, 2026, he acquired 597 and 764 shares of common stock as grants and awards at $0.00 per share, increasing his direct holdings. A separate transaction withheld 300 shares at $1408.25 per share to cover tax obligations tied to vested performance-based restricted stock units. Following these transactions, he directly owned 38,885 shares of common stock.