Comfort Systems USA

Overview

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• TickerFIX on NYSE¹
• Industryheating, ventilation, and air conditioning¹
• HeadquartersHouston¹
• Websitecomfortsystemsusa.com
• Legal formDelaware corporation¹
• Business address9753 Katy Freeway, Suite 700, Houston, Tx 77024⁶
• Filer categoryLarge accelerated filer⁶
• LEI5299009DT1ZA5HTU6R38⁴
• StatusActive⁴
• LEI statusIssued and current⁴
• Registered addressc/o CORPORATION SERVICE COMPANY, 251 LITTLE FALLS DRIVE, 19808 Wilmington, United States⁴
• Registered withDivision of Corporations, Department of State, 2693796⁴

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Comfort Systems USA, Inc. is an American company that provides mechanical and electrical contracting services, primarily HVAC, plumbing, piping and controls, off-site construction, monitoring and fire protection, and installation and servicing of electrical systems.³

Corporate structure

Comfort Systems USA sits at the top of its group. 97 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Comfort Systems USA reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Inventory

Properties, in its own words

As of December 31, 2025, we owned 25 properties. Other than these owned properties, we lease the real property and buildings from which we operate. Our facilities are located in 27 states and consist of offices, shops and fabrication, maintenance and warehouse facilities. Generally, leases range from 3 to 15 years and are on terms we believe to be commercially reasonable. A majority of these premises are leased from individuals or entities with whom we have no other business relationship. In certain instances, these leases are with current or former employees. To the extent we renew, enter into leases or otherwise change leases with current or former employees, we enter into such agreements on terms that reflect a fair market valuation for the properties. Leased premises range in size from approximately 1,000 square feet to 500,000 square feet. To maximize available capital, we generally intend to continue to lease our properties but may consider further purchases of property where we believe ownership would be more economical. We believe that our facilities are sufficient for our current needs.

We lease our executive and administrative offices in Houston, Texas.

Item 2 of the 10-K filed Feb 19, 2026.¹⁷

The story

From Wikipedia’s article on Comfort Systems USA, shared under CC BY-SA 4.0.⁷

Leadership

Who has led Comfort Systems USA, and when. Pick a name to see everywhere that person has worked.

• Chief executive officerBrian E. Lane Mar 30, 2012 to now¹⁸
• Chief executive officerWilliam F. Murdy Mar 8, 2006 to Dec 13, 2011¹⁹
• PresidentT. McKenna Trent Mar 25, 2026 to now²⁰
• PresidentBrian E. Lane Apr 6, 2011 to Mar 25, 2026²¹
• Chief operating officerCraig Sasser Jul 9, 2026 to now²²
• Chief operating officerT. McKenna Trent Jan 7, 2021 to Jul 9, 2026²³
• Chief operating officerBrian E. Lane Jan 23, 2009 to May 18, 2011²⁴
• Chief operating officerThomas N. Tanner Apr 4, 2006 to Sep 4, 2008²⁵

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• ACI Mechanical, Inc. Delaware⁸
• Air Systems Engineering, Inc. Washington⁸
• AirTemp, Inc. Maine⁸
• Altrax Tool and Equipment Co LLC Tennessee⁸
• Amteck Holdco LLC Delaware⁸
• Amteck Sprinkler LLC Delaware⁸
• Amteck, LLC Kentucky⁸
• Armani East LLC New York⁸
• Associated Boiler Systems, Inc. Indiana⁸
• Atlantic Electric, LLC South Carolina⁸
• BCH Holdings, Inc. Florida⁸
• BCH Leasing, LLC Florida⁸
• BCH Mechanical, L.L.C. Florida⁸
• BCM Controls Corporation Massachusetts⁸
• Billone West LLC New York⁸
• Brick & Mortar Ventures II, L.P. Delaware⁸
• Brick & Mortar Ventures III, L.P. Delaware⁸
• Bright’s Systems Incorporated New York⁸
• Century Contractors, LLC North Carolina⁸
• ColonialWebb Contractors Company Virginia⁸
• Comfort Systems USA (Arkansas), Inc. Arkansas⁸
• Comfort Systems USA (Central Texas), Inc. Texas⁸
• Comfort Systems USA (Intermountain), Inc. Utah⁸
• Comfort Systems USA (Kentucky), Inc. Kentucky⁸

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

• COMFORT SYSTEMS USA INCJun 2, 1997 to Aug 27, 2026⁶

Timeline

1. Aug 3, 20268-K Regulation FD disclosure⁴⁷
2. Jul 23, 20268-K Results of operations; Other events⁴⁸
3. Jun 22, 20268-K Executive or director change; Regulation FD disclosure⁴⁹
4. May 21, 20268-K Shareholder vote⁵⁰
5. May 1, 20268-K Regulation FD disclosure⁵¹
6. Apr 23, 20268-K Results of operations; Other events⁵²
7. Feb 20, 20268-K Regulation FD disclosure⁵³
8. Feb 19, 20268-K Results of operations; Other events⁵⁴
9. Dec 19, 20258-K Executive or director change; Regulation FD disclosure⁵⁵
10. Oct 28, 20258-K Regulation FD disclosure⁵⁶
11. Oct 23, 20258-K Results of operations; Other events⁵⁷
12. Sep 2, 20258-K Entered a material agreement; Ended a material agreement; New debt or obligation⁵⁸
13. Mar 30, 2012New chief executive Brian E. Lane becomes CEO¹⁸
14. Mar 8, 2006New chief executive William F. Murdy becomes CEO¹⁹
15. 1997Founded Founded¹

Calendar

Coming up

1. Oct 22, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported $8.25 a share, on Oct 23, 2025.⁵⁹

When it reported results

1. Jul 23, 2026Reported quarterly or annual results⁴⁸
2. Apr 23, 2026Reported quarterly or annual results⁵²
3. Feb 19, 2026Reported quarterly or annual results⁵⁴
4. Oct 23, 2025Reported quarterly or annual results⁵⁷
5. Jul 24, 2025Reported quarterly or annual results⁶⁰
6. Apr 24, 2025Reported quarterly or annual results⁶¹
7. Feb 20, 2025Reported quarterly or annual results⁶²
8. Oct 24, 2024Reported quarterly or annual results⁶³

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

426 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 58 major events, 231 insider forms, 22 large holders, 95 other. The latest 20:

1. Aug 27, 20264 EDGAR
2. Aug 26, 2026144 EDGAR
3. Aug 18, 20264 EDGAR
4. Aug 17, 2026144 EDGAR
5. Aug 12, 20264 EDGAR
6. Aug 11, 2026144 EDGAR
7. Aug 10, 2026144 EDGAR
8. Aug 3, 20268-K EDGAR
9. Jul 23, 202610-Q EDGAR
10. Jul 23, 20268-K EDGAR
11. Jul 9, 20263 EDGAR
12. Jun 26, 20264 EDGAR
13. Jun 22, 20268-K EDGAR
14. May 28, 20264 EDGAR
15. May 22, 2026144 EDGAR
16. May 22, 20264 EDGAR
17. May 21, 20268-K EDGAR
18. May 19, 20264 EDGAR
19. May 19, 20264 EDGAR
20. May 19, 20264 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

112 open-market trades by officers, directors and large owners since October 2021: 2 buys and 110 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• FMR LLCSCHEDULE 13G/A, 2 filings Nov 5, 2025 to May 6, 2026⁶⁴
• VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 2026⁶⁵
• VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 2026⁶⁶
• VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Feb 9, 2022 to Mar 26, 2026⁶⁷
• Capital World InvestorsSCHEDULE 13G/A, 5 filings Feb 13, 2023 to Feb 13, 2026⁶⁸
• BlackRockSCHEDULE 13G/A, 8 filings Jan 26, 2022 to Jan 21, 2026⁶⁹

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Comfort Systems USA is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARCOMFORT SYSTEMS USA INC²
• CIK0001035983
• Employer ID (EIN)76-0526487¹⁷
• Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company¹⁷
• Incorporated inDelaware¹⁷
• Fiscal year endsDecember 31²
• Industry code (SIC)1731 Electrical Work²
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance²
• Business address9753 Katy Freeway, Suite 700, Houston, TX 77024²
• Phone7138309600²
• Shares outstanding35,194,329 as of Jul 17, 2026¹⁶
• Public float$18.6B as of Jun 30, 2025¹⁷
• AuditorDeloitte & Touche LLP, Houston, Texas PCAOB ID 34; it also attests to the company’s internal control over financial reporting¹⁷
• On EDGAR sinceMar 26, 1997²
• Filings1,670 in all: 4 (814), 8-K (285), SC 13G/A (96), 144 (95), 10-Q (88), 5 (36), SC 13G (36), DEF 14A (29)²
  All 44 form types

  10-K (28), 3 (21), ARS (19), UPLOAD (15), 424B3 (13), CORRESP (13), 11-K (11), 8-K/A (8), SCHEDULE 13G/A (8), S-8 (7), DFAN14A (4), PRRN14A (4), S-1 (4), S-1/A (4), 10-Q/A (3), 4/A (3), PRE 14A (3), SCHEDULE 13G (3), 144/A (2), DEFA14A (2), 10-K405 (1), 10-K405/A (1), 3/A (1), 424B1 (1), 424B4 (1), 8-A12B (1), DEFC14A (1), DEFC14C (1), POS AM (1), PREC14C (1), PREN14A (1), S-3 (1), S-4 (1), S-8 POS (1), SC 13D (1), SC 13D/A (1)

• Latest filingsAnnual report (10-K) Feb 19, 2026
  Quarterly report (10-Q) Jul 23, 2026
  Proxy statement (DEF 14A) Apr 9, 2026
  Latest 8-K (8-K) Aug 3, 2026

Securities registered for trading

From the cover page of the 10-K filed Feb 19, 2026 (Section 12(b) of the Exchange Act).¹⁷

Risk factors and legal proceedings

The risks Comfort Systems USA names in Item 1A of its 10-K filed Feb 19, 2026: 39 risks under these headings, as written.¹⁷

• Risks Related to Our Business
• Economic downturns in the markets in which we operate may materially and adversely affect our business because our business is dependent on levels of construction activity.
• Because we bear the risk of cost overruns in most of our contracts, we may experience reduced profits or, in some cases, losses under these contracts if costs increase above our estimates.
• Our backlog is subject to unexpected adjustments and cancellations, which means that amounts included in our backlog may not result in actual revenue or translate into profits.
• The loss of one or a few customers could adversely affect our business, financial condition, results of operations and cash flows.
• Rising inflation, interest rate volatility and an economic recession or downturn may have an adverse effect on our business, financial condition, results of operations, and cash flows.
• Intense competition in our industry could reduce our market share and our profit.
• Our recent and future acquisitions may not be successful.
• Third parties contribute significantly to our completion of many projects and labor shortages or increased labor costs from third parties could adversely impact our results of operations.
• Earnings for future periods may be impacted by impairment charges for goodwill and intangible assets.
• Our use of the cost-to-cost input method of accounting could result in a reduction or reversal of previously recorded revenue or profits.
• A significant portion of our business depends on our ability to provide surety bonds. Any difficulties in the financial and surety markets may adversely affect our bonding capacity and availability.

Legal proceedings

We are subject to certain legal and regulatory claims, including lawsuits arising in the normal course of business. We maintain various insurance coverages to minimize financial risk associated with these claims. We have estimated and provided accruals for probable losses and related legal fees associated with certain litigation in our consolidated financial statements. While we cannot predict the outcome of these proceedings, in management’s opinion and based on reports of counsel, any liability arising from these matters individually and in the aggregate will not have a material effect on our operating results, cash flows or financial condition, after giving effect to provisions already recorded.

In 2023, we recorded a pre-tax gain of $6.8 million from legal developments and settlements that primarily relate to disputes with customers regarding the outcome of completed projects as well as an obligation to perform subcontract work under two executed letters of intent for subsequent projects that we believed were not enforceable. The pre-tax gain of $6.8 million was recorded as an increase in gross profit of $6.6 million, a reduction in SG&A of $0.7 million, an increase in interest income of $1.3 million and an increase in the change in fair value of contingent earn-out obligations expense of $1.8 million in our Consolidated Statements of Operations.

As of December 31, 2025, we recorded an accrual for unresolved matters, which is not material to our financial statements, based on our analysis of likely outcomes related to the respective matters; however, it is possible that the ultimate outcome and associated costs will deviate from our estimates and that, in the event of an unexpectedly adverse outcome, we may experience additional costs and expenses in future periods.

The opening of Item 3, Legal Proceedings.¹⁷

Links

• Websitecomfortsystemsusa.com¹
• WikipediaComfort Systems USA
• WikidataQ5151691
• SEC EDGARCIK 1035983