{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-101818","form_type":"8-K","ticker":"FIX","cik":"0001035983","company_name":"COMFORT SYSTEMS USA INC","filed_at":"2025-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.608015+00:00","generated_at":"2026-05-17T02:24:58.827048+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Comfort Systems USA Q3 EPS $8.25 doubles YoY; backlog record $9.38B; dividend raised to $0.60","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-101818","json":"https://secwatch.observer/filing/0001104659-25-101818.json","markdown":"https://secwatch.observer/filing/0001104659-25-101818.md","text":"https://secwatch.observer/filing/0001104659-25-101818.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1035983/000110465925101818/0001104659-25-101818-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1035983/000110465925101818/fix-20251023x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T02:24:58.827048+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}