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.
The Comfort Systems USA, Inc. (NYSE: FIX) SEC filings page on Stock Titan brings together the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. Comfort Systems USA is a construction-sector company focused on mechanical and electrical contracting services, and its filings provide detailed insight into its operations, financial condition, capital structure and risk profile.
Investors can use this page to access Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, which describe the company’s HVAC, electrical, plumbing, piping and controls services, its Mechanical and Electrical services segments, and its commercial, industrial and institutional customer base. These reports also include audited and interim financial statements, management’s discussion and analysis and extensive risk factor disclosures.
The page also aggregates Current Reports on Form 8-K, where Comfort Systems USA reports material events such as quarterly earnings releases, dividend declarations, amendments to its stock repurchase program, leadership transitions and changes to its senior secured revolving credit facility. Recent 8-K filings describe an amended and restated credit agreement, including its size, maturity, covenants and security, as well as investor presentations furnished to the market.
In addition, users can review filings that discuss non-GAAP financial measures like Adjusted EBITDA and free cash flow, with explanations of how management uses these metrics. Stock Titan’s interface is designed to surface these filings in real time as they appear on EDGAR and to pair them with AI-powered summaries that explain key points, such as leverage covenants, dividend announcements or major financing arrangements, in accessible language. This allows investors to navigate Comfort Systems USA’s 10-Ks, 10-Qs, 8-Ks and related exhibits more efficiently while maintaining a direct link to the underlying documents.
Comfort Systems USA, Inc. describes its business as a nationwide provider of mechanical, electrical and plumbing services through 50 operating units and 190 locations. In 2025, about 63.2% of revenue came from installation in new facilities and 36.8% from renovation, maintenance, repair and replacement work.
Mechanical services generated 73.3% of 2025 revenue and electrical services 26.7%. The company is heavily exposed to technology, manufacturing and healthcare projects, with technology alone representing 45.0% of 2025 revenue. Backlog was $11.94 billion as of December 31, 2025, supporting visibility on future work.
Comfort Systems reports 8,427 projects in process with aggregate contract value of about $24.17 billion and an average contract size of roughly $2.9 million. It employs approximately 22,700 people and emphasizes safety, training, modular/off‑site construction and service growth. Extensive risk factors highlight construction cyclicality, inflation, labor shortages, competition, acquisition integration, reliance on bonding, cybersecurity, climate and weather impacts, regulatory compliance and government work exposure.
Comfort Systems USA, Inc. describes its business as a nationwide provider of mechanical, electrical and plumbing services through 50 operating units and 190 locations. In 2025, about 63.2% of revenue came from installation in new facilities and 36.8% from renovation, maintenance, repair and replacement work.
Mechanical services generated 73.3% of 2025 revenue and electrical services 26.7%. The company is heavily exposed to technology, manufacturing and healthcare projects, with technology alone representing 45.0% of 2025 revenue. Backlog was $11.94 billion as of December 31, 2025, supporting visibility on future work.
Comfort Systems reports 8,427 projects in process with aggregate contract value of about $24.17 billion and an average contract size of roughly $2.9 million. It employs approximately 22,700 people and emphasizes safety, training, modular/off‑site construction and service growth. Extensive risk factors highlight construction cyclicality, inflation, labor shortages, competition, acquisition integration, reliance on bonding, cybersecurity, climate and weather impacts, regulatory compliance and government work exposure.
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. 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. had a significant shareholder report a sub‑5% stake. Capital World Investors filed an amended Schedule 13G/A stating beneficial ownership of 1,640,532 shares of Comfort Systems USA common stock, representing 4.7% of the class, based on 35,271,950 shares believed to be outstanding.
The filing describes Capital World Investors as a division of several affiliated investment management entities operating under the Capital World Investors name. It also certifies that the shares were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of Comfort Systems USA.
The Vanguard Group filed an amended Schedule 13G reporting its passive ownership in Comfort Systems USA common stock as of 12/31/2025. Vanguard reports beneficial ownership of 4,309,811 shares, representing 12.21% of the class.
Vanguard has shared voting power over 309,812 shares and shared dispositive power over 4,309,811 shares, with no sole voting or dispositive power. The filing states the holdings are in the ordinary course of business and not for influencing control. Vanguard notes a January 12, 2026 internal realignment, after which certain subsidiaries are expected to report beneficial ownership separately.
BlackRock, Inc. has filed an amended ownership report showing that it beneficially owns 2,917,000 shares of Comfort Systems USA, Inc. common stock, representing 8.3% of the outstanding class as of the event date 12/31/2025.
BlackRock reports sole power to vote 2,749,346 shares and sole power to dispose of 2,917,000 shares, with no shared voting or dispositive power. The filing aggregates holdings of certain BlackRock business units and excludes other units that report separately.
The shares are held on behalf of various clients, and no single underlying holder has more than five percent of Comfort Systems’ outstanding common stock. BlackRock certifies that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Comfort Systems USA, Inc. disclosed the equity holdings of an officer, its SVP & General Counsel, in a beneficial ownership report dated 12/31/2025. The filing shows that this individual beneficially owns 490 shares of the company’s common stock in direct form. An explanation notes that this total includes 489 shares of common stock issued pursuant to restricted stock unit grants that are still subject to tenure-based vesting conditions.
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, Inc. reported an insider stock sale by its Senior Vice President and General Counsel. On 12/04/2025, the executive sold 1,000 shares of common stock in a single reported transaction at an average price of $ 996.1634 per share, coded as a sale. After this transaction, the executive directly beneficially owns 7,938 shares of Comfort Systems USA common stock.
The company notes that the sale price shown reflects an average, and that detailed information on the number of shares sold at each specific price level is available upon request from the Company’s Office of the General Counsel.
Comfort Systems USA (FIX) filed a notice of proposed sale of common stock under Rule 144.
The filing covers the planned sale of 1,000 shares of common stock through broker Stifel Nicolaus & Company Inc. on the NYSE, with an aggregate market value of 996000.00. The filing lists total common shares outstanding as 35,271,950, which is a baseline figure, not the amount being sold.
The seller acquired these shares as company stock compensation, including 879 shares on 04/09/2024 and 121 shares on 03/27/2024, both from the issuer. The person for whose account the securities are to be sold represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
BlackRock, Inc. has filed an amended Schedule 13G reporting its beneficial ownership of common stock of Comfort Systems USA, Inc. as of 11/30/2025. BlackRock reports beneficial ownership of 3,803,901 shares of common stock, representing 10.8% of the outstanding class. It has sole power to vote 3,606,513 shares and sole power to dispose of 3,803,901 shares, with no shared voting or dispositive power.
The filing notes that these securities are held by certain BlackRock business units in the ordinary course of business and are not held for the purpose of changing or influencing control of Comfort Systems USA. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the company’s outstanding common shares.