This massive $1.1 billion increase in deferred revenue and excess billings signals a surge in demand and a robust project pipeline. This rapid growth creates significant pressure on project management, resource planning, and financial systems to scale operations and maintain profitability.
Filing excerpt
Billings in excess of costs and estimated earnings and deferred revenue increased from $2,120,262 thousand at December 31, 2025 to $3,231,104 thousand at June 30, 2026.
What this signalsFilings often name leadership changes, deals and spending plans.
sec-10qbacklogGrowthGet every 10-Q signal for Comfort Systems USA and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Comfort Systems USA this week?”
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/060908df-31a4-41b0-aff0-33f0461098c7 returns this record as JSON. POST /v1/companies/enrich returns every signal for comfortsystemsusa.com.
{
"signal_id": "060908df-31a4-41b0-aff0-33f0461098c7",
"signal_type": "sec-10q",
"signal_subtype": "backlogGrowth",
"detected_at": "2026-07-28T07:04:10.257+00:00",
"company": {
"name": "Comfort Systems USA",
"domain": "comfortsystemsusa.com"
},
"data": {
"detail": "This massive $1.1 billion increase in deferred revenue and excess billings signals a surge in demand and a robust project pipeline. This rapid growth creates significant pressure on project management, resource planning, and financial systems to scale operations and maintain profitability.",
"metrics": {
"timeframe": "current_year",
"dollar_context": "Increase in 'Billings in excess of costs and estimated earnings and deferred revenue' during the six months ended June 30, 2026.",
"dollar_millions": 1110.8
},
"summary": "Backlog proxy (billings in excess of costs) grew by over $1.1B in H1 2026.",
"excerpts": "Billings in excess of costs and estimated earnings and deferred revenue increased from $2,120,262 thousand at December 31, 2025 to $3,231,104 thousand at June 30, 2026.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1035983/000110465926086258/fix-20260630x10q.htm",
"filing_date": "2026-07-23",
"filing_year": 2026,
"fiscal_year": 0,
"sales_relevance": "Capacity/fulfillment needs",
"signal_category": "revenue"
}
}
curl https://signals.autobound.ai/v1/signals/060908df-31a4-41b0-aff0-33f0461098c7 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"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","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.