Nov 5, 6:01 AM ET
The board approved an amendment that lets Comfort Systems USA repurchase up to 1,000,000 more shares beyond what it had bought through November 4, 2026. Through that date, the company had repurchased 11,752,570 shares for $1.71 billion, excluding excise tax. The filing does not give a timing for purchases, but the added capacity could reduce the share count for existing shareholders.
- Board approved an amendment authorizing up to 994,606 additional shares, which tops off the plan to 1,000,000 shares beyond purchases made through November 4, 2026.
- Through November 4, 2026, the company repurchased 11,752,570 shares at an aggregate price of $1,711,769,315, excluding excise tax.
- The original program authorized up to 11,757,964 shares.
- Purchases will be funded with available cash, in the open market or privately negotiated transactions, and the board may modify, suspend, extend or terminate the program at any time.
Read the filing on SEC.gov ↗
Oct 28, 4:02 PM ET
Comfort Systems USA posted an investor presentation on its website on October 28, 2026, showing higher revenue and profit for the three and nine months ended September 30, 2026, compared with the same periods of 2025. The filing contains no new guidance, and the presentation was furnished under Regulation FD rather than as an earnings release.
- Three-month revenue was $3,766.3 million, up from $2,451.0 million; three-month net income was $489.0 million, up from $291.6 million.
- Three-month diluted EPS was $13.91, up from $8.25 a year earlier.
- Nine-month revenue was $9,897.3 million, up from $6,455.6 million; nine-month diluted EPS was $36.94, up from $19.52.
- The company reported $2.16 billion in cash and no borrowings under its $1.10 billion senior credit facility at September 30, 2026.
Read the filing on SEC.gov ↗
Oct 22, 4:10 PM ET
Comfort Systems USA reported third-quarter 2026 net income of $489.0 million, or $13.91 per diluted share, up from $291.6 million, or $8.25, a year earlier, on revenue of $3.77 billion versus $2.45 billion. The company also declared a quarterly dividend of $1.00 per share, up $0.10, payable November 23, 2026 to holders of record on November 12, 2026.
- Q3 2026 net income $489.0 million, or $13.91 per diluted share, versus $291.6 million, or $8.25, in Q3 2025
- Q3 2026 revenue $3.77 billion versus $2.45 billion; backlog $17.81 billion at September 30, 2026, versus $14.06 billion at June 30, 2026
- Quarterly dividend raised to $1.00 per share from $0.90, payable November 23, 2026 to holders of record November 12, 2026
- Earnings webcast and conference call scheduled for Friday, October 23, 2026 at 10:00 a.m. Central Time
Read the filing on SEC.gov ↗
Oct 22, 4:05 PM ET
Comfort Systems USA said Chief Financial Officer Bill George will retire after the filing of its 2026 Form 10-K, and Chief Accounting Officer Julie Shaeff will succeed him as Executive Vice President and Chief Financial Officer. The filing says George's decision was not the result of any disagreement with the company, and his restricted stock unit awards will continue to vest. The change is a planned succession, and no changes to Shaeff's compensation have been determined yet.
- Bill George, EVP and CFO, notified the company on October 16, 2026 of his intention to retire, effective after the 2026 Form 10-K is filed
- Julie Shaeff, SVP and Chief Accounting Officer, will become EVP and CFO on the same transition date
- George's time-based and performance-based RSU awards will remain outstanding and continue to vest under their terms
- Compensation changes for Shaeff have not been determined; the company will file an amendment within four business days of any decision
Read the filing on SEC.gov ↗
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