FIX · Comfort Systems USA, Inc.

Comfort Systems USA, Inc. (NYSE: FIX) furnished an investor presentation on May 1, 2026, under Item 7.01 Regulation FD Disclosure. The presentation highlights strong financial performance for the first quarter ended March 31, 2026. Revenue for YTD 2026 was $2,865.3 million, compared to $1,831.3 million in the same period of 2025, reflecting robust demand in technology (56% of revenue) and manufacturing (19%) markets. Net income increased to $370.4 million from $169.3 million, and diluted EPS rose to $10.51 from $4.75. Adjusted EBITDA, a non-GAAP measure, grew to $524.4 million from $242.7 million. The company's backlog reached a record $12,455 million as of Q1 2026, up from $11,945 million at year-end 2025, driven by data center and chip manufacturing projects. The balance sheet remains strong with $1.05 billion in cash and only $39.1 million in total debt, resulting in a debt-to-TTM EBITDA ratio of 0.02. Operating cash flow for YTD 2026 was $388.8 million. The company has increased its dividend for 14 consecutive years and returned $27.2 million to shareholders in YTD 2026 through dividends and share repurchases. The presentation includes forward-looking statements and non-GAAP measures, with reconciliations provided in the appendix. No specific guidance was provided in the filing.