{"filings":[{"id":581556,"accession_number":"0001104659-26-065127","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2026-05-21T20:00:32+00:00","items":["5.07"],"status":"ready","headline":"Comfort Systems USA announces 2026 annual meeting results; all proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected with votes for ranging from 89.22% to 99.71% of votes cast.","Ratification of Deloitte & Touche as independent auditor for 2026 passed with 99.97% in favor.","Advisory say-on-pay proposal approved with 96.41% of votes cast in favor.","Quorum of 88.74% (31,221,297 of 35,183,967 shares outstanding) represented at the meeting.","No broker non-votes on auditor ratification; 1,788,538 broker non-votes on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90744,"accession_number":"0001104659-26-054254","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Comfort Systems Q1 2026 revenue $2.87B, EPS $10.51, backlog $12.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 revenue $2,865M (up 56% YoY from $1,831M); net income $370M (up 119%).","Diluted EPS $10.51 vs $4.75 in Q1 2025; adjusted EBITDA $524M.","Backlog grew to $12.46B from $11.95B at year-end 2025; service base $184M.","Cash $1.05B, total debt $39.1M; debt/TTM EBITDA 0.02x; no borrowings on $1.10B credit facility.","Announced target to reduce Scope 1&2 emissions intensity by 35% by 2035 vs 2023 baseline."],"consensus_eps_estimate":null,"consensus_eps_actual":10.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":2865332000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90743,"accession_number":"0001104659-26-047679","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Comfort Systems Q1 EPS $10.51 vs $4.75; revenue $2.87B up 57%; dividend raised to $0.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $370.4M ($10.51 diluted EPS) vs $169.3M ($4.75) in Q1 2025, more than doubling.","Revenue $2.87B (+57% YoY); organic revenue growth of 51% in Q1.","Backlog $12.45B at Mar 31, 2026 vs $11.94B at Dec 31, 2025 and $6.89B a year earlier.","Operating cash flow $388.8M inflows vs $88.0M outflows in prior year.","Quarterly dividend increased to $0.80 per share (up $0.10 from prior); payable May 26 to holders of record May 15."],"consensus_eps_estimate":null,"consensus_eps_actual":10.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":2865332000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100514,"accession_number":"0001104659-26-018139","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Comfort Systems USA posts investor presentation showing 2025 revenue of $9.1B and net income of $1.02B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue increased to $9.1 billion in 2025 from $7.0 billion in 2024.","Net income rose to $1.02 billion in 2025 from $522 million in 2024.","Backlog reached $11.9 billion as of December 31, 2025.","Adjusted EBITDA was $1.45 billion for the twelve months ended December 31, 2025.","Company has increased its dividend for 14 consecutive years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100513,"accession_number":"0001104659-26-017529","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Comfort Systems USA Q4 net income $330.8M ($9.37 EPS), revenue $2.65B; backlog doubles to $11.94B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $330.8M ($9.37 diluted EPS) vs $145.9M ($4.09) a year ago; revenue $2.65B vs $1.87B.","Full-year 2025 net income $1.02B ($28.88 diluted EPS) on $9.10B revenue; operating cash flow $1.19B.","Backlog at Dec 31, 2025: $11.94B, up from $5.99B a year earlier; same-store backlog $11.58B.","Quarterly dividend increased by $0.10 to $0.70/share, payable March 17, 2026 to holders of record March 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":28.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":9101641000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116837,"accession_number":"0001104659-25-123112","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Comfort Systems promotes McKenna to President and COO; Howell retires, Eslicker named GC","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Trent McKenna appointed President and COO effective Jan 1, 2026; base salary $850K, target bonus 115%, LTIP at 400% of base.","Laura Howell retires as SVP, General Counsel and Secretary effective Dec 31, 2025; will serve as Senior Executive Advisor in 2026.","Rachel Eslicker promoted to SVP, General Counsel and Secretary, effective year-end 2025; previously Associate General Counsel.","CEO Brian Lane remains in place; transition reflects planned succession."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116836,"accession_number":"0001104659-25-103149","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Comfort Systems USA Q3 2025: Revenue $2.45B (+35% YoY), Net Income $291.6M (+99% YoY), EPS $8.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2025 revenue $2.45B (up 35% YoY); net income $291.6M (up 99% YoY); diluted EPS $8.25 vs $4.09.","Nine-month 2025 revenue $6.46B (up 25% YoY); net income $691.8M (up 84% YoY); diluted EPS $19.52.","Backlog at Q3 2025: $9.38B, up from $5.99B at Dec 2024; service maintenance base $183M.","Cash $860.5M; total debt $136M; Debt/TTM EBITDA 0.11; strong balance sheet.","YTD 2025 returned $172.1M to shareholders: $47.7M dividends, $124.4M share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":19.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":6455574000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116835,"accession_number":"0001104659-25-101818","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Comfort Systems USA Q3 EPS $8.25 doubles YoY; backlog record $9.38B; dividend raised to $0.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $291.6M ($8.25 diluted EPS) vs $146.2M ($4.09) YoY; revenue $2.45B vs $1.81B.","Operating cash flow $553.3M in Q3, up from $302.2M; nine-month cash flow $717.8M vs $638.6M.","Backlog hits record $9.38B, up 65% YoY from $5.68B; same-store backlog $9.20B.","Acquired Feyen Zylstra (MI) and Meisner Electric (FL) on Oct 1; expected >$200M annual revenue, $15-20M EBITDA.","Board increased quarterly dividend to $0.60/share ($0.10 increase), payable Nov 24, record Nov 13."],"consensus_eps_estimate":null,"consensus_eps_actual":19.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":6455574000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133277,"accession_number":"0001104659-25-086404","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Comfort Systems USA upsizes revolving credit facility to $1.1B, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.1B senior secured revolver replaces $850M prior facility; maturity extended to Oct 1, 2030.","Incremental increase option up to greater of $500M or 1.0x Consolidated EBITDA.","Subfacilities: $200M letters of credit, $75M swingline loans.","Net leverage covenant max 4.00x post-acquisition, 3.50x otherwise; interest coverage min 3.00x.","Dividend/stock repurchase unlimited when net leverage ≤ 2.75x; acquisitions unlimited when leverage 0.25x below max."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133276,"accession_number":"0001104659-25-071729","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Comfort Systems Q2 2025 revenue $2.17B, EPS $6.53, backlog $8.1B, up sharply YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["YTD 2025 revenue $4.00B (+19.6% YoY); net income $400.1M; diluted EPS $11.28.","Q2 2025 revenue $2.17B (+20% YoY); net income $230.8M; diluted EPS $6.53 vs $3.74.","Backlog $8.12B at Q2 2025, up 35.5% from $5.99B at year-end 2024.","Adjusted EBITDA Q2 2025: $334.1M (+50% vs $222.7M in Q2 2024).","Cash $331.7M; debt/TTM EBITDA 0.07; $850M undrawn revolver; dividend raised 13 consecutive years."],"consensus_eps_estimate":null,"consensus_eps_actual":11.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":4004605000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133275,"accession_number":"0001558370-25-009535","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Comfort Systems Q2 EPS $6.53, revenue $2.17B, backlog $8.12B; dividend raised to $0.50/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $230.8M ($6.53 diluted EPS) vs $134.0M ($3.74) in Q2 2024; revenue $2.17B, up 20% from $1.81B.","Backlog $8.12B record, up from $5.77B a year ago; same-store backlog $7.93B.","Operating cash flow $252.5M in Q2 vs $189.9M in prior year.","First-half 2025 EPS $11.28, up over 75% from $6.43 in H1 2024.","Quarterly dividend increased $0.05 to $0.50/share, payable Aug 25, record Aug 14."],"consensus_eps_estimate":null,"consensus_eps_actual":11.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":4004605000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":65726101304.74977,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149920,"accession_number":"0001104659-25-052000","cik":1035983,"company_name":"COMFORT SYSTEMS USA INC","ticker":"FIX","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Comfort Systems USA expands stock repurchase by 402,413 shares to total 1M available","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved amendment to repurchase up to 1,000,000 shares total; 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