{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-047679","form_type":"8-K","ticker":"FIX","cik":"0001035983","company_name":"COMFORT SYSTEMS USA INC","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.839424+00:00","generated_at":"2026-05-15T04:23:49.223025+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 Q1 EPS $10.51 vs $4.75; revenue $2.87B up 57%; dividend raised to $0.80","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-047679","json":"https://secwatch.observer/filing/0001104659-26-047679.json","markdown":"https://secwatch.observer/filing/0001104659-26-047679.md","text":"https://secwatch.observer/filing/0001104659-26-047679.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1035983/000110465926047679/0001104659-26-047679-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1035983/000110465926047679/fix-20260423x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:23:49.223025+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":[{"claim_id":"421d4cc89305c20697feef9f5e985534ea9da81a","claim":"COMFORT SYSTEMS USA INC reported the quarter ended March 31, 2026 results: revenue $2.87 billion, net income $370.4 million, EPS $10.51 per diluted share.","evidence_excerpt":"For the quarter ended March 31, 2026, net income was $370.4 million, or $10.51 per diluted share, as compared to $169.3 million, or $4.75 per diluted share, for the quarter ended March 31, 2025. Revenue for the first quarter of 2026 was $2.87 billion compared to $1.83 billion in 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1035983/000110465926047679/0001104659-26-047679-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$2.87 billion"},{"label":"Net income","value":"$370.4 million"},{"label":"EPS","value":"$10.51 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}