
Insider and congress filings
Comfort Systems USA, Inc. (FIX)
NYSE · Industrials · 370 insider transactions · 26 congress trades · last filed 2 months agoS&P 500
About Comfort Systems USA, Inc.
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Engineering & Construction
- Chief executive
- Brian E. Lane
- Employees
- 22,700
- Listed since
- Jun 27, 1997
- Market value
- $40.9B
- Price to earnings (12 mo)
- 25.0
- Net income per share, as reported (12 mo)
- $46.47
- Dividend yield
- 0.26%
Earnings
6 reported quarters · next on Feb 18, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 22, 2026 | $13.91 | $12.85 | $3.8B | $3.4B | EPS beat, GAAPRevenue beat |
| Q2 FY2026reported Jul 23, 2026 | $12.53 | $10.45 | $3.3B | $3.0B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Apr 23, 2026 | $10.51 | $6.81 | $2.9B | $2.4B | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 19, 2026 | $9.37 | $6.75 | $2.6B | $2.3B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 23, 2025 | $8.25 | $6.29 | $2.5B | $2.2B | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Jul 24, 2025 | $6.53 | $4.84 | $2.2B | $2.0B | EPS beat, GAAPRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 9, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Brian LanePresident and Chief Executive Officer | $1.3M | $6.2M | $3.1M | $10.6M |
| William GeorgeExecutive Vice President and Chief Financial Officer | $775K | $1.5M | $1.6M | $3.9M |
| Trent McKennaExecutive Vice President and Chief Operating Officer | $725K | $1.4M | $1.4M | $3.6M |
| Laura HowellSenior Vice President, General Counsel, and Secretary | $575K | $862K | $862K | $2.3M |
| Terrence ReedSenior Vice President and Chief Human Resources Officer | $450K | $472K | $679K | $1.6M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $6.7B | 3,397,683 | -3.3% | 9.65% |
| Vanguard Capital Management LLC | $4.6B | 2,297,509 | +0.5% | 6.52% |
| Vanguard Portfolio Management LLC | $3.7B | 1,866,170 | -0.8% | 5.30% |
| FMR LLC | $3.3B | 1,659,799 | +14.5% | 4.71% |
| State Street Corp | $3.0B | 1,537,139 | +4.4% | 4.37% |
| Geode Capital Management, LLC | $2.3B | 1,151,350 | -7.0% | 3.27% |
| AQR Capital Management LLCCliff Asness | $2.1B | 1,059,017 | -5.1% | 3.01% |
| JPMorgan Chase & Co. | $1.6B | 838,417 | -5.8% | 2.38% |
| Capital World Investors | $1.4B | 720,244 | -16.8% | 2.04% |
| Invesco Ltd. | $1.3B | 658,314 | +8.5% | 1.87% |
| Norges Bank | $934.6M | 471,564 | New | 1.34% |
| Morgan Stanley | $852.4M | 430,085 | -6.5% | 1.22% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding FIX
6 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cliff AsnessAQR Capital Management | $2.1B | 1,059,017 | 0.7% |
| Steve CohenPoint72 Asset Management | $356.2M | 179,727 | 0.4% |
| Castle Hook Partners | $195.2M | 98,482 | 0.9% |
| Ray DalioBridgewater Associates | $96.1M | 48,506 | 0.4% |
| Joel GreenblattGotham Asset Management | $91.4M | 46,105 | 0.2% |
| Coatue ManagementPhilippe Laffont | $35.3M | 17,793 | 0.1% |
6 of the 97 fund managers we track list FIX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Brian E. LaneChief Executive OFF. | Sold | 16,024 | $1608.21 | $25.8M | Aug 26, 2026filed Aug 27, 2026 | 1d |
| William George IIIChief Financial Officer | Sold | 2,554 | $1859.65 | $4.7M | Aug 17, 2026filed Aug 18, 2026 | 1d |
| Franklin MyersDirector | Sold | 4,000 | $1693.92 | $6.8M | Aug 11, 2026filed Aug 12, 2026 | 1d |
| Franklin MyersDirector | Sold | 3,500 | $1690.47 | $5.9M | Aug 10, 2026filed Aug 12, 2026 | 2d |
| Franklin MyersDirector | Sold | 6,700 | $1954.47 | $13.1M | Jun 24, 2026filed Jun 26, 2026 | 2d |
| Rhoman J. HardyDirector | Sold | 342 | $1900.08 | $650K | May 27, 2026filed May 28, 2026 | 1d |
| William George IIIChief Financial Officer | Sold | 1,000 | $2020.96 | $2.0M | May 11, 2026filed May 12, 2026 | 1d |
| William George IIIChief Financial Officer | Sold | 4,000 | $1948.17 | $7.8M | May 8, 2026filed May 12, 2026 | 2d |
| Julie ShaeffChief Accounting Officer | Sold | 1,123 | $2000.37 | $2.2M | May 11, 2026filed May 11, 2026 | 0d |
| Franklin MyersDirector | Sold | 4,500 | $1902.57 | $8.6M | May 7, 2026filed May 8, 2026 | 1d |
| Brian E. LaneChief Executive OFF. | Sold | 11,113 | $1969.84 | $21.9M | May 5, 2026filed May 6, 2026 | 1d |
| Pablo G. MercadoDirector | Sold | 500 | $1779.78 | $890K | Apr 30, 2026filed May 1, 2026 | 1d |
| William J. SandbrookDirector | Sold | 1,500 | $1732.67 | $2.6M | Apr 29, 2026filed Apr 30, 2026 | 1d |
| Darcy AndersonDirector | Sold | 4,500 | $1369.74 | $6.2M | Mar 3, 2026filed Mar 5, 2026 | 2d |
| Terrence ReedSVP & CHRO | Sold | 1,116 | $1397.33 | $1.6M | Mar 3, 2026filed Mar 5, 2026 | 2d |
| Terrence ReedSVP & CHRO | Sold | 671 | $1457.17 | $978K | Feb 24, 2026filed Mar 5, 2026 | 7d |
| Julie ShaeffChief Accounting Officer | Sold | 2,287 | $1382.15 | $3.2M | Mar 3, 2026filed Mar 4, 2026 | 1d |
| Franklin MyersDirector | Sold | 8,636 | $1472.56 | $12.7M | Feb 25, 2026filed Feb 27, 2026 | 2d |
| William J. SandbrookDirector | Sold | 2,500 | $1443.32 | $3.6M | Feb 24, 2026filed Feb 26, 2026 | 2d |
| Brian E. LanePresident/Chief Executive OFF. | Sold | 9,365 | $1453.12 | $13.6M | Feb 25, 2026filed Feb 26, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Franklin MyersDirector | Gift | 273 | May 21, 2026 |
| Cindy L. Wallis-LageDirector | Stock award | 105 | May 18, 2026 |
| Constance Ellen SkidmoreDirector | Stock award | 105 | May 18, 2026 |
| William J. SandbrookDirector | Stock award | 105 | May 18, 2026 |
| Pablo G. MercadoDirector | Stock award | 105 | May 18, 2026 |
| Gaurav KapoorDirector | Stock award | 105 | May 18, 2026 |
| Rhoman J. HardyDirector | Stock award | 105 | May 18, 2026 |
| Herman E. BullsDirector | Stock award | 105 | May 18, 2026 |
| Franklin MyersDirector | Stock award | 105 | May 18, 2026 |
| Darcy AndersonDirector | Stock award | 105 | May 18, 2026 |
| Franklin MyersDirector | Gift | 512 | May 7, 2026 |
| Brian E. LaneChief Executive OFF. | Tax withholding | 3,599 | Apr 1, 2026 |
| Trent T. McKennaPresident/Chief Operating OFF. | Tax withholding | 817 | Apr 1, 2026 |
| William George IIIChief Financial Officer | Tax withholding | 1,081 | Apr 1, 2026 |
| Terrence ReedSVP & CHRO | Tax withholding | 273 | Apr 1, 2026 |
| Julie ShaeffChief Accounting Officer | Tax withholding | 232 | Apr 1, 2026 |
| Rachel R. EslickerSVP & General Counsel | Tax withholding | 99 | Apr 1, 2026 |
| Brian E. LaneChief Executive OFF. | Stock award | 5,188 | Mar 23, 2026 |
| Brian E. LaneChief Executive OFF. | Tax withholding | 910 | Mar 23, 2026 |
| Trent T. McKennaPresident/Chief Operating OFF. | Stock award | 1,728 | Mar 23, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in FIX
20 disclosures of 26 on record · median 65d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -15.1%S&P 500 +19.8% · -34.9 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Byron Donalds | Stock | Purchase | $1,001 - $15,000 | +15.6%S&P 500 +11.0% · +4.5 pts vs S&P 500 | Dec 4, 2025 | Jan 7, 2026 | 34d |
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | +164.3%After the saleS&P 500 +30.7% · +133.7 pts vs S&P 500 | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2332.7%S&P 500 +128.8% · +2203.9 pts vs S&P 500 | Feb 7, 2020 | May 6, 2020 | 89d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2253.7%S&P 500 +126.8% · +2127.0 pts vs S&P 500 | Feb 11, 2020 | May 6, 2020 | 85d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2217.1%S&P 500 +125.5% · +2091.6 pts vs S&P 500 | Feb 13, 2020 | May 6, 2020 | 83d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2301.5%S&P 500 +124.7% · +2176.8 pts vs S&P 500 | Feb 19, 2020 | May 6, 2020 | 77d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2318.0%S&P 500 +135.8% · +2182.1 pts vs S&P 500 | Feb 24, 2020 | May 6, 2020 | 72d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2416.5%S&P 500 +143.1% · +2273.4 pts vs S&P 500 | Feb 25, 2020 | May 6, 2020 | 71d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2582.8%S&P 500 +155.5% · +2427.3 pts vs S&P 500 | Feb 27, 2020 | May 6, 2020 | 69d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2649.6%S&P 500 +157.1% · +2492.5 pts vs S&P 500 | Feb 28, 2020 | May 6, 2020 | 68d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2653.5%S&P 500 +155.7% · +2497.8 pts vs S&P 500 | Mar 6, 2020 | May 6, 2020 | 61d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2852.3%S&P 500 +177.1% · +2675.3 pts vs S&P 500 | Mar 9, 2020 | May 6, 2020 | 58d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +3325.4%S&P 500 +208.5% · +3116.9 pts vs S&P 500 | Mar 12, 2020 | May 6, 2020 | 55d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2966.2%S&P 500 +182.1% · +2784.1 pts vs S&P 500 | Mar 13, 2020 | May 6, 2020 | 54d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +3590.0%S&P 500 +219.6% · +3370.3 pts vs S&P 500 | Mar 15, 2020 | May 6, 2020 | 52d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +3590.0%S&P 500 +219.6% · +3370.3 pts vs S&P 500 | Mar 16, 2020 | May 6, 2020 | 51d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +3180.2%After the saleS&P 500 +190.6% · +2989.6 pts vs S&P 500 | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +3180.2%After the saleS&P 500 +190.6% · +2989.6 pts vs S&P 500 | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +2288.1%S&P 500 +127.2% · +2160.9 pts vs S&P 500 | Feb 10, 2020 | Apr 20, 2020 | 70d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in FIX, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling FIX?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.
Which members of Congress have traded FIX?
Alan Armstrong, Byron Donalds, Robert Bresnahan and Michael T. McCaul disclosed FIX transactions in the filings shown here.
Is FIX in the S&P 500 or the Nasdaq 100?
Comfort Systems USA, Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are FIX trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 65 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
