What Comfort Systems USA's latest 10-K says: 12 signals
Comfort Systems USA filed its latest 10-K with the SEC on Feb 19, 2026. It discusses margin pressure, AI investment and backlog growth.
Public (FIX)Building Construction5,001 to 10,000 employeescomfortsystemsusa.comLinkedIn
- Filed
- Feb 19, 2026
- Filings
- 1
- Signals
- 12
10-K · latest 10
What Comfort Systems USA's 10-K filings say
- SEC EDGAR
10-K
Filed · 12 signals
Experiencing lead times greater than six months for critical HVAC and electrical equipment
Long lead times for essential components like HVAC equipment, electrical switchgear, and power generators are disrupting project schedules and potentially increasing costs, creating a need for better supply chain visibility and procurement solutions.
TraneCarrierYorkDaikin
Facing competitive pressure to adopt AI and data analytics to avoid losing business
data analyticsartificial intelligence
Company flags risk of market share loss to competitors using AI and data analytics.
Comfort Systems explicitly states that failure to adopt new technologies like data analytics and AI as efficiently as competitors could lead to losing contracts and customers.
data analyticsartificial intelligence
Investing in design, modeling, and prefabrication tech to improve productivity
The company is strategically investing in experts, training, and technology for design, building information modeling (BIM), and prefabrication to increase productivity, improve quality, and achieve more efficient and sustainable outcomes.
prefabricationdesign and modeling
Facing scarcity of skilled labor, increasing investment in recruitment and training
The company identifies a scarcity of skilled labor in building trades, leading to higher wages and a strategic focus on investing in recruitment, development, and training programs to grow its workforce.
Actively pursuing acquisitions with significant cash flow dedicated to M&A
The company has an ongoing strategy to grow through acquisitions, dedicating a significant portion of cash flow to buying businesses.
Company reports a strong project backlog of $11.94 billion at year-end 2025.
A substantial backlog of $11.94 billion indicates a strong pipeline of future work and revenue.
$11.9B
Total backlog as of December 31, 2025
Profitability threatened by cost overruns, inflation, and rising material prices.
The company bears the risk of cost overruns on most contracts and may be unable to pass rising labor and material costs to customers.
TraneCarrierYorkDaikin
Skilled labor shortages are leading to higher wages and reduced profitability.
The company identifies that scarce and valuable skilled labor is driving up wages and the cost of third-party subcontractors, which directly reduces profitability.
Investing heavily in hiring and training to grow service and maintenance business
The company is executing a 'Service Growth Initiative' by concentrating managerial and sales resources on training and hiring experienced staff.
Showing 10 of 12 filing signals. The Signal API returns all of them.
Get them with one API callSignal API · MCP
Track Comfort Systems USA with the Signal API
One POST /v1/companies/enrich call with comfortsystemsusa.com returns Comfort Systems USA 10-K signals (sec-10k), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"comfortsystemsusa.com","signal_types":["sec-10k"],"limit":20}'Same industry
10-K at related companies
Questions about Comfort Systems USA 10-K
When did Comfort Systems USA file its latest 10-K?
What does Comfort Systems USA's latest 10-K say about supply chain disruption?
Where can I find Comfort Systems USA's annual report?
Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .