secwatch.observer — SEC 8-K summary
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Issuer:     COMFORT SYSTEMS USA INC (FIX)
CIK:        0001035983
Form:       8-K
Filed at:   2026-10-22T20:10:19+00:00
Accession:  0001104659-26-118156
Event type: earnings
Sentiment:  positive
Materiality: 0.92
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/0001104659-26-118156-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/fix-20261022x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-118156

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