---
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"
generated_at: "2026-10-22T20:11:04.131597+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.92
calibrated_materiality_score: 0.92
confidence: "high"
source: SEC EDGAR
---

# Comfort Systems Q3 2026 net income $489.0M ($13.91/sh); revenue $3.77B up 50% YoY

## Summary
- 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'.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.92
- calibrated_materiality_score: 0.92
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-118156
- JSON: https://secwatch.observer/filing/0001104659-26-118156.json
- Plain text: https://secwatch.observer/filing/0001104659-26-118156.txt

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