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Comfort Systems USA10-Q: Capex increase

CapEx surged 564% YoY to $147.5M in Q1 2026, signaling major investments

Read at SEC EDGAR

What happened

The company's purchases of property and equipment increased dramatically from $22.2M in Q1 2025 to $147.5M in Q1 2026.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Comfort Systems USA 10-Q

Filing excerpt

CASH FLOWS FROM INVESTING ACTIVITIES: Purchases of property and equipment (147,473) (22,208)

sec.gov/Archives/edgar/data/1035983/000110465926047689/fix-20260331x1...Read the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Apr 23, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$147M (Purchases of property and equipment for the three months ended March 31, 2026)
Percent
564% (Year-over-year increase in capital expenditures)

Details

CIK
1035983
Accession number
0001104659-26-047689
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
capexIncrease

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The API returns more than this page shows

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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/3782c110-98b6-4830-8f6b-0d9143670e7b returns this record as JSON. POST /v1/companies/enrich returns every signal for comfortsystemsusa.com.

{
  "signal_id": "3782c110-98b6-4830-8f6b-0d9143670e7b",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-04-28T10:05:23.429+00:00",
  "company": {
    "name": "Comfort Systems USA",
    "domain": "comfortsystemsusa.com"
  },
  "data": {
    "detail": "The company's purchases of property and equipment increased dramatically from $22.2M in Q1 2025 to $147.5M in Q1 2026. This massive budget allocation indicates significant investment in infrastructure, new facilities, or operational upgrades, creating opportunities for vendors of industrial equipment, software, and related services.",
    "metrics": {
      "pct": 5.64,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year increase in capital expenditures",
      "dollar_context": "Purchases of property and equipment for the three months ended March 31, 2026",
      "dollar_millions": 147.473
    },
    "summary": "CapEx surged 564% YoY to $147.5M in Q1 2026, signaling major investments",
    "excerpts": "CASH FLOWS FROM INVESTING ACTIVITIES: Purchases of property and equipment (147,473) (22,208)",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1035983/000110465926047689/fix-20260331x10q.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Budget available",
    "signal_category": "financial"
  }
}

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