# FIX — Comfort Systems USA Inc — dossier 2026-10-25 Worklist reason: magic_formula moved 21.5 -> 32.2; new filing 2026-10-22; CIK 0001035983, NYSE, SIC 1731 Electrical Work, state None, fiscal year end 1231, Graham status "ok" with score 63.2 computed 2026-10-25. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) ## 1. Business The FY2025 10-K Item 1 states that Comfort Systems USA, Inc., a Delaware corporation, was established in 1997 and provides mechanical and electrical contracting services. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) It states that the company builds, installs, maintains, repairs and replaces MEP systems through 50 operating units with 190 locations in 142 cities throughout the United States. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) It states that approximately 63.2% of revenue was attributable to installation services in newly constructed facilities and 36.8% to renovation, expansion, maintenance, repair and replacement services. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) It reports 2025 revenue by service activity as Mechanical Services 73.3% and Electrical Services 26.7%. [10-K FY2025 Item 1](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) ## 2. Capital structure The most recent balance sheet in XBRL companyfacts is 2026-09-30 (10-Q filed 2026-10-22, accession 0001104659-26-118159): total assets $9,805,283,000, total liabilities $6,470,040,000, current assets $6,776,190,000, current liabilities $5,911,571,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001035983.json) At 2026-09-30, stockholders' equity $3,335,243,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001035983.json) Debt-related XBRL facts at 2026-09-30: LongTermDebt $49,555,000, LongTermDebtNoncurrent $43,845,000, LongTermDebtCurrent $5,710,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001035983.json) Cash and cash equivalents were $2,158,027,000 at 2026-09-30. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001035983.json) The debt note states that on August 27, 2025 the company amended its senior credit facility, increasing borrowing capacity from $850.0 million to $1.10 billion. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) It states that as of December 31, 2025 the company had $100.0 million of outstanding borrowings on the revolving credit facility, $79.0 million in letters of credit outstanding and $921.0 million of credit available. [10-K FY2025](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) ## 3. Earnings record Ten fiscal years as stored in the stock record (net income, diluted EPS as the record's value field, revenue); each value in the record carries its own SEC accession URL. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | FY | Period end | Net income (USD) | Diluted EPS | Revenue (USD) | Source | |---|---|---|---|---|---| | 2016 | 2016-12-31 | 64,896,000 | 1.72 | 1,634,340,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2017 | 2017-12-31 | 55,272,000 | 1.47 | 1,787,922,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2018 | 2018-12-31 | 112,903,000 | 3 | 2,182,879,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2019 | 2019-12-31 | 114,324,000 | 3.08 | 2,615,277,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2020 | 2020-12-31 | 150,139,000 | 4.09 | 2,856,659,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2021 | 2021-12-31 | 143,348,000 | 3.93 | 3,073,636,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2022 | 2022-12-31 | 245,947,000 | 6.82 | 4,140,364,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2023 | 2023-12-31 | 323,398,000 | 9.01 | 5,206,760,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2024 | 2024-12-31 | 522,433,000 | 14.6 | 7,027,476,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | | 2025 | 2025-12-31 | 1,022,558,000 | 28.88 | 1,831,286,000 | [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) | No EPS value in this window carries a split factor other than 1.0. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) No year in this window has net income at or below zero. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) The record lists dividend years from 2005 through 2026 (22 entries). [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) ## 4. Recent filings 8-K filings dated 2026-04-28 through 2026-10-25 from the EDGAR submissions feed (7 filings), one line per item, with a verbatim extract from the item text cut at the first forward-looking word. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001035983.json) - 2026-10-22 8-K Item 2.02: "Results of Operations and Financial Condition ​ Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of Comfort Systems USA, Inc. (the “Company”) dated October 22, 2026 reporting the Company’s financial results for the third quarter of 2026. ​ The information […]" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/fix-20261022x8k.htm) - 2026-10-22 8-K Item 8.01: "Other Events ​ Attached and incorporated herein by reference as Exhibit 99.2 is a copy of a press release of the Company dated October 22, 2026 reporting the Company’s declaration of a quarterly dividend on the Company’s common stock to stockholders of record as of the close of business on the […]" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/fix-20261022x8k.htm) - 2026-10-22 8-K Item 9.01: "Financial Statements and Exhibits ​ (d) The following Exhibits are included herein: ​ Exhibit 99.1 Press Release of Comfort Systems USA, Inc. dated October 22, 2026 reporting the Company’s financial results for the third quarter of 2026. ​ Exhibit 99.2 Press Release of Comfort Systems USA, Inc. […]" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118156/fix-20261022x8k.htm) - 2026-10-22 8-K Item 5.02: "Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) On October 16, 2026, William George notified Comfort Systems USA, Inc. (the "Company") of his intention to retire as Executive Vice President and […]" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118149/tm2628079d1_8k.htm) - 2026-10-22 8-K Item 7.01: "Regulation FD Disclosure. On October 22, 2026, the Company issued a press release announcing Mr. George's retirement and Ms. Shaeff's appointment. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated by reference into this" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118149/tm2628079d1_8k.htm) - 2026-10-22 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press Release of Comfort Systems USA, Inc. dated October 22, 2026, announcing leadership transitions and appointments. 104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL […]" [8-K 2026-10-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926118149/tm2628079d1_8k.htm) - 2026-08-03 8-K Item 7.01: "Regulation FD Disclosure On August 3, 2026, Comfort Systems USA, Inc., a Delaware corporation (the “Company”), a leading provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services, posted to the “Investors” section of its […]" [8-K 2026-08-03](https://www.sec.gov/Archives/edgar/data/1035983/000110465926089781/tm2621841d1_8k.htm) - 2026-08-03 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. Exhibit Number Description 99.1 Investor presentation dated August 3, 2026 104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document). SIGNATURES Pursuant to the requirements of the Securities […]" [8-K 2026-08-03](https://www.sec.gov/Archives/edgar/data/1035983/000110465926089781/tm2621841d1_8k.htm) - 2026-07-23 8-K Item 2.02: "Results of Operations and Financial Condition ​ Attached and incorporated herein by reference as Exhibit 99.1 is a copy of a press release of Comfort Systems USA, Inc. (the “Company”) dated July 23, 2026 reporting the Company’s financial results for the second quarter of 2026. ​ The information […]" [8-K 2026-07-23](https://www.sec.gov/Archives/edgar/data/1035983/000110465926086255/fix-20260723x8k.htm) - 2026-07-23 8-K Item 8.01: "Other Events ​ Attached and incorporated herein by reference as Exhibit 99.2 is a copy of a press release of the Company dated July 23, 2026 reporting the Company’s declaration of a quarterly dividend on the Company’s common stock to stockholders of record as of the close of business on the record […]" [8-K 2026-07-23](https://www.sec.gov/Archives/edgar/data/1035983/000110465926086255/fix-20260723x8k.htm) - 2026-07-23 8-K Item 9.01: "Financial Statements and Exhibits ​ (d) The following Exhibits are included herein: ​ Exhibit 99.1 Press Release of Comfort Systems USA, Inc. dated July 23, 2026 reporting the Company’s financial results for the second quarter of 2026. ​ Exhibit 99.2 Press Release of Comfort Systems USA, Inc. […]" [8-K 2026-07-23](https://www.sec.gov/Archives/edgar/data/1035983/000110465926086255/fix-20260723x8k.htm) - 2026-06-22 8-K Item 5.02: "Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) and (c) On June 22, 2026, Comfort Systems USA, Inc. (the “Company”) announced that Craig […]" [8-K 2026-06-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926076386/tm2618408d1_8k.htm) - 2026-06-22 8-K Item 7.01: "Regulation FD Disclosure. On June 22, 2026, the Company issued a press release announcing Mr. Sasser, Mr. Blair and Mr. McKenna’s transitions within the Company. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated by reference into this" [8-K 2026-06-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926076386/tm2618408d1_8k.htm) - 2026-06-22 8-K Item 9.01: "Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press Release of Comfort Systems USA, Inc., dated June 22, 2026, announcing leadership transitions and appointments. 104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL […]" [8-K 2026-06-22](https://www.sec.gov/Archives/edgar/data/1035983/000110465926076386/tm2618408d1_8k.htm) - 2026-05-21 8-K Item 5.07: "Submission of Matters to a Vote of Security Holders. On May 18, 2026, the Company held its 2026 Annual Meeting of Stockholders. Of the 35,183,967 shares of common stock outstanding and entitled to vote at the Annual Meeting, 31,221,297 shares were present in person or by proxy, constituting a […]" [8-K 2026-05-21](https://www.sec.gov/Archives/edgar/data/1035983/000110465926065127/tm2615333d1_8k.htm) - 2026-05-01 8-K Item 7.01: "Regulation FD Disclosure On May 1, 2026, Comfort Systems USA, Inc., a Delaware corporation (the “Company”), a leading provider of commercial, industrial and institutional heating, ventilation, air conditioning and electrical contracting services, posted to the “Investor” section of its Internet […]" [8-K 2026-05-01](https://www.sec.gov/Archives/edgar/data/1035983/000110465926054254/tm2613245d1_8k.htm) - 2026-05-01 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits. Exhibit Number Description 99.1 Investor presentation dated May 1, 2026 104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document). SIGNATURES Pursuant to the requirements of the Securities Exchange […]" [8-K 2026-05-01](https://www.sec.gov/Archives/edgar/data/1035983/000110465926054254/tm2613245d1_8k.htm) ## 5. Insiders Non-derivative Form 4 transactions from filings dated 2025-10-25 through 2026-10-25 (every Form 4 document in the submissions feed for this window), parsed from each filing's XML (code P purchase, S sale, A grant, F tax withholding, M option exercise, G gift, D disposition to issuer). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001035983&type=4) | Txn date | Reporting owner | Role | Security | Code | Shares | Price | Owned after | 10b5-1 / private placement | Source | |---|---|---|---|---|---|---|---|---|---| | 2026-08-26 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | S | 16,024 | 1,608.2079 | 145,065 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000019/form4-08272026_040803.xml) | | 2026-08-17 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | S | 2,554 | 1,859.6513 | 30,250 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000013/form4-08182026_060802.xml) | | 2026-08-11 | MYERS FRANKLIN | Director | Common Stock | S | 4,000 | 1,693.9227 | 8,495 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000015/form4-08122026_040801.xml) | | 2026-08-10 | MYERS FRANKLIN | Director | Common Stock | S | 3,500 | 1,690.4707 | 58,615 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000015/form4-08122026_040801.xml) | | 2026-06-24 | MYERS FRANKLIN | Director | Common Stock | S | 6,700 | 1,954.47 | 62,115 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000011/form4-06262026_080601.xml) | | 2026-05-27 | Hardy Rhoman J | Director | Common Stock | S | 342 | 1,900.08 | 1,889.916 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000193682826000004/form4-05282026_040518.xml) | | 2026-05-21 | MYERS FRANKLIN | Director | Common Stock | G | 273 | 0 | 68,815 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000009/form4-05222026_040530.xml) | | 2026-05-18 | ANDERSON DARCY | Director | Common Stock | A | 105 | 0 | 18,140 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000119936126000006/form4-05192026_080548.xml) | | 2026-05-18 | MYERS FRANKLIN | Director | Common Stock | A | 105 | 0 | 69,088 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000007/form4-05192026_040530.xml) | | 2026-05-18 | BULLS HERMAN E | Director | Common Stock | A | 105 | 0 | 29,879 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120506826000006/form4-05192026_040528.xml) | | 2026-05-18 | Hardy Rhoman J | Director | Common Stock | A | 105 | 0 | 2,231.916 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000193682826000002/form4-05192026_040527.xml) | | 2026-05-18 | Kapoor Gaurav | Director | Common Stock | A | 105 | 0 | 832 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000169375826000004/form4-05192026_040525.xml) | | 2026-05-18 | Mercado, Pablo G. | Director | Common Stock | A | 105 | 0 | 3,105 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000153524626000006/form4-05192026_040523.xml) | | 2026-05-18 | SANDBROOK WILLIAM J | Director | Common Stock | A | 105 | 0 | 7,771 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000152767826000006/form4-05192026_040520.xml) | | 2026-05-18 | Skidmore Constance Ellen | Director | Common Stock | A | 105 | 0 | 12,732 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000156346226000006/form4-05192026_040519.xml) | | 2026-05-18 | Wallis-Lage Cindy L. | Director | Common Stock | A | 105 | 0 | 5,818 (I) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000186268026000002/form4-05192026_040517.xml) | | 2026-05-11 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | S | 1,000 | 2,020.965 | 32,804 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000011/form4-05122026_040501.xml) | | 2026-05-11 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | S | 1,123 | 2,000.37 | 12,624 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000009/form4-05112026_040523.xml) | | 2026-05-08 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | S | 4,000 | 1,948.171 | 33,804 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000011/form4-05122026_040501.xml) | | 2026-05-07 | MYERS FRANKLIN | Director | Common Stock | G | 51 | 0 | 73,944 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000004/form4-05082026_040502.xml) | | 2026-05-07 | MYERS FRANKLIN | Director | Common Stock | G | 205 | 0 | 73,739 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000004/form4-05082026_040502.xml) | | 2026-05-07 | MYERS FRANKLIN | Director | Common Stock | G | 256 | 0 | 73,483 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000004/form4-05082026_040502.xml) | | 2026-05-07 | MYERS FRANKLIN | Director | Common Stock | S | 4,500 | 1,902.572 | 68,983 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000004/form4-05082026_040502.xml) | | 2026-05-05 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | S | 11,113 | 1,969.838 | 161,089 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000014/form4-05062026_040501.xml) | | 2026-04-30 | Mercado, Pablo G. | Director | Common Stock | S | 500 | 1,779.7801 | 3,000 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000153524626000004/form4-05012026_040501.xml) | | 2026-04-29 | SANDBROOK WILLIAM J | Director | Common Stock | S | 1,500 | 1,732.6667 | 7,666 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000152767826000004/form4-04302026_040401.xml) | | 2026-04-01 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | Common Stock | F | 31 | 1,429.595 | 676 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000210305026000008/form4-04032026_030411.xml) | | 2026-04-01 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | Common Stock | F | 25 | 1,429.595 | 651 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000210305026000008/form4-04032026_030411.xml) | | 2026-04-01 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | Common Stock | F | 43 | 1,429.595 | 608 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000210305026000008/form4-04032026_030411.xml) | | 2026-04-01 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | F | 87 | 1,429.595 | 13,979 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000007/form4-04032026_030409.xml) | | 2026-04-01 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | F | 87 | 1,429.595 | 13,892 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000007/form4-04032026_030409.xml) | | 2026-04-01 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | F | 145 | 1,429.595 | 13,747 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000007/form4-04032026_030409.xml) | | 2026-04-01 | Reed Terrence | SVP & CHRO | Common Stock | F | 98 | 1,429.595 | 3,143 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000008/form4-04032026_030407.xml) | | 2026-04-01 | Reed Terrence | SVP & CHRO | Common Stock | F | 82 | 1,429.595 | 3,061 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000008/form4-04032026_030407.xml) | | 2026-04-01 | Reed Terrence | SVP & CHRO | Common Stock | F | 93 | 1,429.595 | 2,968 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000008/form4-04032026_030407.xml) | | 2026-04-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | F | 284 | 1,429.595 | 38,601 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000008/form4-04032026_030405.xml) | | 2026-04-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | F | 297 | 1,429.595 | 38,304 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000008/form4-04032026_030405.xml) | | 2026-04-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | F | 500 | 1,429.595 | 37,804 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000008/form4-04032026_030405.xml) | | 2026-04-01 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | F | 266 | 1,429.595 | 22,897 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000005/form4-04032026_030403.xml) | | 2026-04-01 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | F | 210 | 1,429.595 | 22,687 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000005/form4-04032026_030403.xml) | | 2026-04-01 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | F | 341 | 1,429.595 | 22,346 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000005/form4-04032026_030403.xml) | | 2026-04-01 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | F | 1,146 | 1,429.595 | 174,655 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000011/form4-04032026_030401.xml) | | 2026-04-01 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | F | 941 | 1,429.595 | 173,714 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000011/form4-04032026_030401.xml) | | 2026-04-01 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | F | 1,512 | 1,429.595 | 172,202 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000011/form4-04032026_030401.xml) | | 2026-03-23 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | A | 194 | 0 | 13,930 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000005/form4-03252026_050302.xml) | | 2026-03-23 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | A | 220 | 0 | 14,150 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000005/form4-03252026_050302.xml) | | 2026-03-23 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | F | 84 | 1,408.25 | 14,066 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000005/form4-03252026_050302.xml) | | 2026-03-23 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | A | 597 | 0 | 38,421 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000006/form4-03252026_050301.xml) | | 2026-03-23 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | A | 764 | 0 | 39,185 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000006/form4-03252026_050301.xml) | | 2026-03-23 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | F | 300 | 1,408.25 | 38,885 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000006/form4-03252026_050301.xml) | | 2026-03-23 | Reed Terrence | SVP & CHRO | Common Stock | A | 275 | 0 | 3,109 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000006/form4-03252026_050308.xml) | | 2026-03-23 | Reed Terrence | SVP & CHRO | Common Stock | A | 188 | 0 | 3,297 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000006/form4-03252026_050308.xml) | | 2026-03-23 | Reed Terrence | SVP & CHRO | Common Stock | F | 56 | 1,408.25 | 3,241 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000006/form4-03252026_050308.xml) | | 2026-03-23 | Eslicker Rachel R. | SVP & GENERAL COUNSEL | Common Stock | A | 217 | 0 | 707 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000210305026000006/form4-03252026_050306.xml) | | 2026-03-23 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | A | 1,208 | 0 | 22,847 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000003/form4-03252026_050303.xml) | | 2026-03-23 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | A | 520 | 0 | 23,367 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000003/form4-03252026_050303.xml) | | 2026-03-23 | Trent T McKenna | PRESIDENT/CHIEF OPERATING OFF. | Common Stock | F | 204 | 1,408.25 | 23,163 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000137320526000003/form4-03252026_050303.xml) | | 2026-03-23 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | A | 2,876 | 0 | 174,399 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000009/form4-03252026_050301.xml) | | 2026-03-23 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | A | 2,312 | 0 | 176,711 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000009/form4-03252026_050301.xml) | | 2026-03-23 | Lane Brian E. | Director, CHIEF EXECUTIVE OFF. | Common Stock | F | 910 | 1,408.25 | 175,801 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000009/form4-03252026_050301.xml) | | 2026-03-03 | Reed Terrence | SVP & CHRO | Common Stock | S | 1,116 | 1,397.331 | 2,834 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000003/form4-03052026_030303.xml) | | 2026-03-03 | ANDERSON DARCY | Director | Common Stock | S | 4,500 | 1,369.7418 | 18,035 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000119936126000003/form4-03052026_030301.xml) | | 2026-03-03 | Shaeff Julie | CHIEF ACCOUNTING OFFICER | Common Stock | S | 2,287 | 1,382.1487 | 13,736 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000131978226000002/form4-03042026_040308.xml) | | 2026-02-25 | MYERS FRANKLIN | Director | Common Stock | S | 8,636 | 1,472.5605 | 73,995 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700226000002/form4-02272026_050215.xml) | | 2026-02-25 | Lane Brian E. | Director, PRESIDENT/CHIEF EXECUTIVE OFF. | Common Stock | S | 9,365 | 1,453.1168 | 171,523 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824026000005/form4-02262026_110211.xml) | | 2026-02-24 | Reed Terrence | SVP & CHRO | Common Stock | S | 671 | 1,457.17 | 3,950 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000190389526000003/form4-03052026_030303.xml) | | 2026-02-24 | SANDBROOK WILLIAM J | Director | Common Stock | S | 2,500 | 1,443.3177 | 9,166 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000152767826000002/form4-02262026_040243.xml) | | 2026-02-24 | Skidmore Constance Ellen | Director | Common Stock | S | 1,000 | 1,425 | 12,627 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000156346226000004/form4-02242026_060202.xml) | | 2026-02-23 | Mercado, Pablo G. | Director | Common Stock | S | 500 | 1,405 | 3,500 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000153524626000002/form4-02242026_060242.xml) | | 2026-02-23 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | M | 9,000 | 42.5 | 46,824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000003/form4-02242026_100201.xml) | | 2026-02-23 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | S | 9,000 | 1,434.972 | 37,824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507326000003/form4-02242026_100201.xml) | | 2025-12-04 | Howell Laura Finley | SVP & GENERAL COUNSEL | Common Stock | S | 1,000 | 996.1634 | 7,938 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000176366725000004/form4-12052025_041247.xml) | | 2025-12-03 | MYERS FRANKLIN | Director | Common Stock | G | 270 | 0 | 82,631 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700225000007/form4-12042025_021203.xml) | | 2025-12-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | F | 3,279 | 955.725 | 44,194 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507325000005/form4-12032025_031207.xml) | | 2025-12-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | S | 4,370 | 958.8785 | 39,824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507325000005/form4-12032025_031207.xml) | | 2025-12-01 | GEORGE WILLIAM III | CHIEF FINANCIAL OFFICER | Common Stock | G | 2,000 | 0 | 37,824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120507325000005/form4-12032025_031207.xml) | | 2025-11-24 | Lane Brian E. | Director, PRESIDENT/CHIEF EXECUTIVE OFF. | Common Stock | S | 7,158 | 947.9806 | 180,888 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000144824025000008/form4-11252025_041125.xml) | | 2025-11-14 | BULLS HERMAN E | Director | Common Stock | G | 800 | 0 | 29,774 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120506825000007/form4-11192025_051101.xml) | | 2025-10-31 | ANDERSON DARCY | Director | Common Stock | S | 4,000 | 958.7222 | 22,535 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000119936125000005/form4-11032025_061106.xml) | | 2025-10-29 | BULLS HERMAN E | Director | Common Stock | S | 2,000 | 1,013.6236 | 30,574 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120506825000005/form4-10312025_041001.xml) | | 2025-10-29 | MYERS FRANKLIN | Director | Common Stock | S | 5,000 | 1,006.6821 | 82,901 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000120700225000005/form4-10312025_031051.xml) | | 2025-10-29 | Mercado, Pablo G. | Director | Common Stock | S | 2,500 | 1,005.4062 | 4,000 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1035983/000153524625000005/form4-10302025_081054.xml) | Code P, code S and the Rule 10b5-1 or private-placement flag for each non-derivative row are shown in the table above. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001035983&type=4) The record's insider score block reads score 0.0, status "ok", window 2026-07-27 through 2026-10-23 (Form 4 data loaded through 2026-10-23). [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) ## 6. Data health The graham verification block reads verified 14, mismatch 0, unverified 21, not_cross_checked 2; stale_inputs: Revenue. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Revenue = 1,831,286,000 for period 2025-12-31 from SEC XBRL Revenues (accession 0001104659-26-047689) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input current_assets = 5,788,402,000 for period 2026-06-30 from SEC XBRL AssetsCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input current_liabilities = 4,768,764,000 for period 2026-06-30 from SEC XBRL LiabilitiesCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input lt_debt = 53,849,000 for period 2026-06-30 from SEC XBRL LongTermDebtNoncurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input equity = 3,217,269,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2016 = 64,896,000 for period 2016-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-19-000857) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2017 = 55,272,000 for period 2017-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-20-001491) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2018 = 112,903,000 for period 2018-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-21-001828) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2019 = 114,324,000 for period 2019-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-22-001753) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2020 = 150,139,000 for period 2020-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-23-001757) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2021 = 143,348,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2022 = 245,947,000 for period 2022-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2023 = 323,398,000 for period 2023-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2024 = 522,433,000 for period 2024-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input Net income FY2025 = 1,022,558,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2014 = 0.61 for period 2014-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001558370-17-000882) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2015 = 1.3 for period 2015-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001558370-18-000936) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2016 = 1.72 for period 2016-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001558370-19-000857) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2023 = 9.01 for period 2023-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2024 = 14.6 for period 2024-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham input EPS diluted FY2025 = 28.88 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) The buffett verification block reads verified 0, mismatch 0, unverified 47, not_cross_checked 2; stale_inputs: none. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2018 = 112,903,000 for period 2018-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-21-001828) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2018 end = 498,047,000 for period 2018-12-31 from SEC XBRL StockholdersEquity (accession 0001558370-22-001753) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2019 = 114,324,000 for period 2019-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-22-001753) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2019 end = 585,304,000 for period 2019-12-31 from SEC XBRL StockholdersEquity (accession 0001558370-23-001757) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2020 = 150,139,000 for period 2020-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-23-001757) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2020 end = 696,429,000 for period 2020-12-31 from SEC XBRL StockholdersEquity (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2021 = 143,348,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2021 end = 805,666,000 for period 2021-12-31 from SEC XBRL StockholdersEquity (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2022 = 245,947,000 for period 2022-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2022 end = 999,923,000 for period 2022-12-31 from SEC XBRL StockholdersEquity (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2023 = 323,398,000 for period 2023-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2023 end = 1,277,829,000 for period 2023-12-31 from SEC XBRL StockholdersEquity (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2024 = 522,433,000 for period 2024-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2024 end = 1,704,676,000 for period 2024-12-31 from SEC XBRL StockholdersEquity (accession 0001104659-26-118159) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2025 = 1,022,558,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Equity at FY2025 end = 2,448,774,000 for period 2025-12-31 from SEC XBRL StockholdersEquity (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2016 = 64,896,000 for period 2016-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-19-000857) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Net income FY2017 = 55,272,000 for period 2017-12-31 from SEC XBRL NetIncomeLoss (accession 0001558370-20-001491) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input debt_incl_current = 54,064,000 for period 2026-06-30 from SEC XBRL LongTermDebt (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating income FY2021 = 188,438,000 for period 2021-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Revenue FY2021 = 3,073,636,000 for period 2021-12-31 from SEC XBRL Revenues (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating income FY2022 = 253,849,000 for period 2022-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Revenue FY2022 = 4,140,364,000 for period 2022-12-31 from SEC XBRL Revenues (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating income FY2023 = 418,388,000 for period 2023-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Revenue FY2023 = 5,206,760,000 for period 2023-12-31 from SEC XBRL Revenues (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating income FY2024 = 749,369,000 for period 2024-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Revenue FY2024 = 7,027,476,000 for period 2024-12-31 from SEC XBRL Revenues (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating income FY2025 = 209,098,000 for period 2025-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001104659-26-047689) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Revenue FY2025 = 1,831,286,000 for period 2025-12-31 from SEC XBRL Revenues (accession 0001104659-26-047689) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating cash flow FY2021 = 180,151,000 for period 2021-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Capital expenditure FY2021 = 22,330,000 for period 2021-12-31 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating cash flow FY2022 = 301,531,000 for period 2022-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Capital expenditure FY2022 = 48,359,000 for period 2022-12-31 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating cash flow FY2023 = 639,568,000 for period 2023-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Capital expenditure FY2023 = 94,838,000 for period 2023-12-31 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating cash flow FY2024 = 849,057,000 for period 2024-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Capital expenditure FY2024 = 111,071,000 for period 2024-12-31 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Operating cash flow FY2025 = 1,186,356,000 for period 2025-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) buffett input Capital expenditure FY2025 = 154,903,000 for period 2025-12-31 from SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) The lynch verification block reads verified 0, mismatch 0, unverified 5, not_cross_checked 1; stale_inputs: none. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) lynch input EPS diluted FY2025 = 28.88 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) lynch input EPS diluted FY2020 = 4.09 for period 2020-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001558370-23-001757) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) lynch input debt_incl_current = 54,064,000 for period 2026-06-30 from SEC XBRL LongTermDebt (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) lynch input equity = 3,217,269,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) lynch input cash = 1,854,794,000 for period 2026-06-30 from SEC XBRL CashAndCashEquivalentsAtCarryingValue (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) The graham_enterprising verification block reads verified 0, mismatch 0, unverified 12, not_cross_checked 3; stale_inputs: none. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input current_assets = 5,788,402,000 for period 2026-06-30 from SEC XBRL AssetsCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input current_liabilities = 4,768,764,000 for period 2026-06-30 from SEC XBRL LiabilitiesCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input debt_incl_current = 54,064,000 for period 2026-06-30 from SEC XBRL LongTermDebt (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input Net income FY2021 = 143,348,000 for period 2021-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-24-001529) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input Net income FY2022 = 245,947,000 for period 2022-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001558370-25-001222) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input Net income FY2023 = 323,398,000 for period 2023-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input Net income FY2024 = 522,433,000 for period 2024-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input Net income FY2025 = 1,022,558,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input EPS diluted FY2025 = 28.88 for period 2025-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input EPS diluted FY2020 = 4.09 for period 2020-12-31 from SEC XBRL EarningsPerShareDiluted (accession 0001558370-23-001757) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input equity = 3,217,269,000 for period 2026-06-30 from SEC XBRL StockholdersEquity (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) graham_enterprising input liabilities = 5,270,537,000 for period 2026-06-30 from SEC XBRL Liabilities (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) The piotroski verification block reads verified 0, mismatch 0, unverified 27, not_cross_checked 0; stale_inputs: none. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input net_income 2025-12-31 = 1,022,558,000 for period 2025-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input total_assets 2025-12-31 = 6,441,169,000 for period 2025-12-31 from SEC XBRL Assets (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input cfo 2025-12-31 = 1,186,356,000 for period 2025-12-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input net_income 2024-12-31 = 522,433,000 for period 2024-12-31 from SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000245) (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input total_assets 2024-12-31 = 4,711,088,000 for period 2024-12-31 from SEC XBRL Assets (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input lt_debt 2025-12-31 = 139,063,000 for period 2025-12-31 from SEC XBRL LongTermDebtNoncurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input lt_debt 2024-12-31 = 62,293,000 for period 2024-12-31 from SEC XBRL LongTermDebtNoncurrent (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input current_assets 2025-12-31 = 4,110,553,000 for period 2025-12-31 from SEC XBRL AssetsCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input current_assets 2024-12-31 = 2,790,241,000 for period 2024-12-31 from SEC XBRL AssetsCurrent (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input current_liabilities 2025-12-31 = 3,393,850,000 for period 2025-12-31 from SEC XBRL LiabilitiesCurrent (accession 0001104659-26-086258) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input current_liabilities 2024-12-31 = 2,582,770,000 for period 2024-12-31 from SEC XBRL LiabilitiesCurrent (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input shares_out 2026-10-16 = 34,985,904 for period 2026-10-16 from SEC cover page 10-Q 0001104659-26-118159 (34,985,904 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1035983/000110465926118159/fix-20260930x10q.htm (accession 0001104659-26-118159) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input shares_out 2025-10-17 = 35,271,950 for period 2025-10-17 from SEC XBRL EntityCommonStockSharesOutstanding (accession 0001104659-25-101821) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input operating_income 2025-12-31 = 209,098,000 for period 2025-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001104659-26-047689) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input operating_income 2024-12-31 = 749,369,000 for period 2024-12-31 from SEC XBRL OperatingIncomeLoss (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input revenue 2025-12-31 = 1,831,286,000 for period 2025-12-31 from SEC XBRL Revenues (accession 0001104659-26-047689) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) piotroski input revenue 2024-12-31 = 7,027,476,000 for period 2024-12-31 from SEC XBRL Revenues (accession 0001104659-26-017530) is marked unverified; no second-source value is stored for it. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) Price in the record is 1160.86 as of 2026-10-23 from Alpaca Market Data (consolidated SIP daily bar); no Yahoo cross-fetch was made today. [Alpaca market data docs](https://docs.alpaca.markets/docs/historical-stock-data-1) Mismatch rows written in this section: 0. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) ## 7. Agent log 2026-10-25 06:05 CEST: fetched the EDGAR submissions JSON; SEC fetches for this ticker used the pipeline's declared SEC user agent from stockgrid/http.py at 0.15 s spacing. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001035983.json) Latest 10-K on file: filed 2026-02-19, period 2025-12-31, accession 0001104659-26-017530; section 1 and the 10-K lines of section 2 were written today from this document. [10-K](https://www.sec.gov/Archives/edgar/data/1035983/000110465926017530/fix-20251231x10k.htm) Fetched every 8-K primary document filed 2026-04-28 to 2026-10-25 (7 filings) and read the item text. [EDGAR 8-K list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001035983&type=8-K) Fetched and parsed the Form 4 XML documents filed 2025-10-25 to 2026-10-25, including footnotes and the aff10b5One element. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001035983&type=4) Fetched XBRL companyfacts for the balance-sheet figures in section 2. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001035983.json) Read the stock record for sections 3, 5 and 6. [site/s/FIX.json](https://theclaudetrader.com/s/FIX.json) No SEC document in this dossier's fetch list remained unreachable. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001035983.json) Not reached: 8-K exhibits (press releases), 10-Q text beyond XBRL facts, proxy statement, Form 144 notices and a fresh Yahoo fetch. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001035983.json)