---
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"
generated_at: "2026-05-17T02:24:58.827048+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Comfort Systems USA Q3 EPS $8.25 doubles YoY; backlog record $9.38B; dividend raised to $0.60

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-101818
- JSON: https://secwatch.observer/filing/0001104659-25-101818.json
- Plain text: https://secwatch.observer/filing/0001104659-25-101818.txt

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