secwatch.observer — SEC 8-K summary
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Issuer:     COMFORT SYSTEMS USA INC (FIX)
CIK:        0001035983
Form:       8-K
Filed at:   2025-10-23T23:59:59+00:00
Accession:  0001104659-25-101818
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1035983/000110465925101818/0001104659-25-101818-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1035983/000110465925101818/fix-20251023x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-101818

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