Routine investor deck with no new guidance. Monitor for future filings that may provide forward-looking updates or material events.
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Executive Summary
Comfort Systems USA filed an 8-K furnishing an investor presentation with strong Q1 2026 results: revenue $2.865B, net income $370.4M, backlog $12.455B. The presentation reiterates prior financials and strategic positioning but provides no new guidance or material non-public information.
Key Facts
- Q1 2026 revenue: $2,865.3M vs Q1 2025 $1,831.3M
- Q1 2026 net income: $370.4M vs Q1 2025 $169.3M
- Q1 2026 diluted EPS: $10.51 vs Q1 2025 $4.75
- Q1 2026 Adjusted EBITDA: $524.4M vs Q1 2025 $242.7M
- Backlog at March 31, 2026: $12.455B vs Dec 31, 2025 $11.945B
- Cash at March 31, 2026: $1.05B; total debt: $39.1M
Financial Impact
No new material financial information; reiterates strong Q1 2026 results with revenue $2.865B, net income $370.4M, backlog $12.455B.
Risk Factors
- No new risk disclosures provided in this filing.
- Potential for the market to already price in these results from the Q1 earnings release.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-054254 |
| Document: tm2613245d1_ex99-1.htm | 0001104659-26-054254 |
| Document: 0001104659-26-054254-index-headers.html | 0001104659-26-054254 |
| Document: 0001104659-26-054254-index.html | 0001104659-26-054254 |
| Document: 0001104659-26-054254.txt | 0001104659-26-054254 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 18, 2026 6w ago | Insider Cluster | $1,696.06 $1,573.96 | ▼ −7.20% | ▼ −5.25% | $1,730.29 (+2.02%) |
Aug 3, 2026 8w ago | 8-K | $1,775.86 $1,554.37 | ▼ −12.47% | ▼ −11.23% | $1,730.29 (−2.57%) |
Jun 22, 2026 14w ago | 8-K | $1,908.07 $1,712.18 | ▼ −10.27% | ▼ −11.43% | $1,730.29 (−9.32%) |
May 1, 2026 21w ago | 8-K | $1,891.95 $1,787.88 | ▼ −5.50% | ▼ −11.15% | $1,730.29 (−8.54%) |
Apr 29, 2026 22w ago | Insider Cluster | $1,724.14 $1,867.09 | ▲ +8.29% | ▲ +2.83% | $1,730.29 (+0.36%) |
Apr 29, 2026 22w ago | Insider Cluster | $1,724.14 $1,867.09 | ▲ +8.29% | ▲ +2.83% | $1,730.29 (+0.36%) |
Apr 23, 2026 23w ago | 8-K | $1,726.12 $1,835.33 | ▲ +6.33% | ▲ +2.30% | $1,730.29 (+0.24%) |
Feb 28, 2026 30w ago | Institutional Cluster | $1,437.49 $1,273.18 | ▼ −11.43% | ▼ −3.49% | $1,730.29 (+20.37%) |
Feb 24, 2026 31w ago | Insider Cluster | $1,467.82 $1,461.52 | ▲ +0.43% | ▼ −4.56% | $1,730.29 (−17.88%) |
Feb 24, 2026 31w ago | Insider Cluster | $1,467.82 $1,461.52 | ▼ −0.43% | ▲ +4.56% | $1,730.29 (+17.88%) |
US Market Status
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