{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-118156","form_type":"8-K","ticker":"FIX","cik":"0001035983","company_name":"COMFORT SYSTEMS USA INC","filed_at":"2026-10-22T20:10:19+00:00","discovered_at":"2026-10-22T20:11:00.254537+00:00","generated_at":"2026-10-22T20:11:04.131597+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.92,"calibrated_materiality_score":0.92,"confidence":"high","headline":"Comfort Systems Q3 2026 net income $489.0M ($13.91/sh); revenue $3.77B up 50% YoY","bullets":["Q3 2026 net income $489.0M, or $13.91 per diluted share, vs $291.6M / $8.25 in Q3 2025; revenue $3.77B vs $2.45B, a 50% increase.","Operating cash flow of $1.01B in the quarter vs $553.3M a year earlier; nine-month operating cash flow $2.54B vs $717.8M.","Backlog $17.81B at Sept 30, 2026, up from $14.06B at June 30 and $9.38B a year ago; same-store backlog $17.39B vs $9.38B.","Nine-month 2026 net income $1.30B ($36.94 per diluted share) on revenue of $9.90B, vs $691.8M ($19.52) on $6.46B in 2025.","Dividend raised $0.10 to $1.00 per share quarterly, payable Nov 23, 2026 to holders of record Nov 12, 2026; CEO Brian Lane cites 'relentless demand'."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-118156","json":"https://secwatch.observer/filing/0001104659-26-118156.json","markdown":"https://secwatch.observer/filing/0001104659-26-118156.md","text":"https://secwatch.observer/filing/0001104659-26-118156.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/0001104659-26-118156-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/fix-20261022x8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-22T20:11:04.131597+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"}