AI brief of an SEC Form 8-K · Comfort Systems USA (FIX)

Comfort Systems USA Q4 net income rises to $330.8 million; dividend raised to $0.70

Positive Impact 4 of 5 earnings Written later

Comfort Systems USA reported fourth-quarter 2025 net income of $330.8 million, or $9.37 per diluted share, up from $145.9 million, or $4.09, a year earlier, on revenue of $2.65 billion. Backlog stood at $11.94 billion at year-end, and the board declared a quarterly dividend of $0.70 per share, a $0.10 increase, which raises the cash payout to shareholders.

Key points

  • Q4 2025 net income $330.8 million, or $9.37 per diluted share, versus $145.9 million, or $4.09, in Q4 2024.
  • Q4 2025 revenue $2.65 billion versus $1.87 billion a year earlier; backlog $11.94 billion at December 31, 2025, versus $9.38 billion at September 30, 2025.
  • Full-year 2025 net income $1.02 billion, or $28.88 per diluted share, versus $522.4 million, or $14.60, in 2024; the tax provision includes a $0.25 per share benefit from interest on a prior-year tax refund.
  • Quarterly dividend of $0.70 per share, up from $0.60, payable March 17, 2026, to holders of record on March 6, 2026.

The filing

CompanyComfort Systems USA (FIX)
Form8-K, current report
Filed with the SECFeb 19, 2026, 4:02 PM ET
Accession number0001104659-26-017529

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.