---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-086404"
form_type: "8-K"
ticker: "FIX"
cik: "0001035983"
company_name: "COMFORT SYSTEMS USA INC"
filed_at: "2025-09-02T23:59:59+00:00"
generated_at: "2026-05-17T08:42:51.443213+00:00"
event_type: "debt"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Comfort Systems USA upsizes revolving credit facility to $1.1B, extends maturity to 2030

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-25-086404
- form_type: 8-K
- ticker: FIX
- cik: 0001035983
- company_name: COMFORT SYSTEMS USA INC
- filed_at: 2025-09-02T23:59:59+00:00
- event_type: debt
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 1.02, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1035983/000110465925086404/0001104659-25-086404-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1035983/000110465925086404/tm2524764d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-086404
- JSON: https://secwatch.observer/filing/0001104659-25-086404.json
- Plain text: https://secwatch.observer/filing/0001104659-25-086404.txt

## Key facts
- Debt Financings
  COMFORT SYSTEMS USA INC amended revolving credit of $1.1 billion with Wells Fargo Bank, National Association, as administrative agent at term SOFR plus 1.25% at closing maturing October 1, 2030.
  - Instrument: revolving credit
  - Principal: $1.1 billion
  - Counterparty: Wells Fargo Bank, National Association, as administrative agent
  - Rate: term SOFR plus 1.25% at closing
  - Maturity: October 1, 2030
  - Event: amendment
  source text: on the Company’s assets related to projects subject to surety bonds. The revolving line of credit to the Company was increased from $850 million under the Prior Facility, to $1.1 billion under the Facility. The Facility includes an option to increase the Facility by an amount up to the greater of (a) $500 million and (b) 1.0x the Company’s Consolidated EBITDA (as
  evidence_url: https://www.sec.gov/Archives/edgar/data/1035983/000110465925086404/0001104659-25-086404-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.