FIRSTSERVICE

Osterweis Opportunity Fund said FirstService endured a tough Q2 as weakness in its roofing and residential closet businesses weighed on organic growth. The fund expects revenue to accelerate in H2 driven by easier comps and a normalization in storm restoration after muted 2025 weather, and it is maintaining its position given FirstService's low valuation versus its ten‑year range. FirstService shares have declined over the past month and year, reflecting ongoing operational softness. » Plus sur finance.yahoo.com

Conestoga Capital highlighted FirstService Corporation's market-leading residential property management and disciplined acquisition strategy as supporting long-term growth. Near-term weakness in the stock reflects higher interest rates weighing on the home services business and continued softness in the roofing segment, prompting management to temper demand expectations. Conestoga expects quality growth companies like FirstService to regain favor as monetary policy tightens and market leadership broadens. » Plus sur finance.yahoo.com

The FirstService share rose intraday about 3% to $138.32, recovering from recent lows after a re-rating relative to the 52-week high. In Q1 2026 the company beat consensus with adjusted EPS of $0.95 (expectation $0.89) on revenue of $1.32 billion (+5% YoY). TD Securities raised its price target to $204; at the same time the buyback program was significantly expanded and management continues its growth strategy with smaller acquisitions, while more than $900 million in liquidity is available. » Plus sur de.investing.com

FirstService announced that its subsidiary Century Fire Protection has acquired the two fire protection companies GSC Fire & Security and Titan Fire Protection. Financial details were not disclosed; the existing management teams retain minority stakes and will continue to run day-to-day operations. The acquisitions are intended to expand Century’s size, service capabilities and presence in the Sun Belt region of the U.S. » Plus sur de.investing.com

FirstService reported adjusted EPS of $0.95 for Q1 2026 versus $0.88 expected and revenue of $1.32 billion (+5% year-on-year), with both metrics slightly above analyst estimates. Operating cash flow more than doubled to $88 million, adjusted EBITDA rose to $106 million with a margin of 8.0%. Management emphasizes organic growth, efficiency gains and investments in AI/technology to improve margins and expects Q2 EPS of $1.75. The stock rose premarket but remains well below its 52-week high; risks cited include macroeconomic pressure and margin strains in certain segments. » Plus sur de.investing.com