业绩总结 - 第一服务公司的TTM收入为21亿美元，其中住宅服务占64%，品牌服务占36%[2] - 第一服务公司的TTM调整后EBITDA为2.02亿美元[2] - 第一服务住宅部门2018年收入为12.5亿美元，市场份额为6%[8] - 第一服务品牌2018年收入为6.77亿美元，市场份额为2.5%[13] - 第一服务公司在2019年全年收入增长目标为10%以上，预计全球恢复收购将贡献约20%[27] - 2019年第二季度净亏损为275,680千美元，而2018年同期净利润为29,894千美元[30] - 2019年第二季度调整后的EBITDA为65,031千美元，较2018年同期的57,118千美元有所增长[30] - 调整后的净收益为42,117千美元，2018年同期为31,239千美元[32] - 调整后的每股收益为1.12美元，2018年同期为0.86美元[33] 用户数据 - 第一服务住宅部门的合同保留率超过90%[8] - 第一服务品牌的系统销售额为22亿美元[13] - 第一服务公司在美国和加拿大的地理收入分布为95%和5%[2] - 第一服务公司在2018年的年度HOA客户预算为80亿美元[8] 财务展望 - 调整后的EBITDA利润率预计将较2018年的9.9%有所提升[27] - 2019年有效税率预期在25%-26%之间[27] - 资本支出预计约为5000万美元，包含全球恢复收购[27] - 净工作资本使用预计约占收入的1%[27] - 每股股息政策为0.60美元，全年总计约2350万美元[27] 并购与市场扩张 - 第一服务公司在2019年收购全球恢复控股，交易价格为5.05亿美元，2018年该公司的收入为4.36亿美元[17] - 第一服务公司预计全球恢复收购将贡献约20%收入增长[27] 负面信息 - 2019年第二季度净亏损为275,680千美元，而2018年同期净利润为29,894千美元[30]

FirstService Corporation (NASDAQ:FSV) Q3 2019 Earnings Conference Call October 23, 2019 11:00 AM ET Company Participants Scott Patterson - Chief Executive Officer Jeremy Rakusin - Chief Financial Officer Conference Call Participants George Doumet - Scotiabank Stephen Sheldon - William Blair Stephen MacLeod - BMO Capital Markets Matt Logan - RBC Capital Markets Daryl Young - TD Securities Marc Riddick - Sidoti Operator Welcome to the Third Quarter Investors Conference Call. TodayÂ's call is being recorded. L ...

FirstService Corporation (NASDAQ:FSV) Q2 2019 Earnings Conference Call July 24, 2019 11:00 AM ET Company Participants Scott Patterson - Chief Executive Officer Jeremy Rakusin – Chief Financial Officer Conference Call Participants Stephen Sheldon – William Blair Stephen MacLeod – BMO Capital Markets George Doumet – Scotiabank Frederic Bastien – Raymond James Marc Riddick – Sidoti Matt Logan – RBC Capital Operator Welcome to the Second Quarter Investors Conference Call. TodayÂ's call is being recorded. Legal ...

FirstService Corporation (NASDAQ:FSV) Q1 2019 Earnings Conference Call April 24, 2019 11:00 AM ET Company Participants Scott Patterson - CEO Jeremy Rakusin - CFO Conference Call Participants Stephen Sheldon - William Blair Stephen MacLeod - BMO Capital Markets Matt Logan - RBC Capital Markets Marc Riddick - Sidoti & Company Operator Welcome to the First Quarter Investors Conference Call. Today's call is being recorded. Legal counsel requires us to advise the discussion scheduled to take place today may cont ...

FirstService Corporation (NASDAQ:FSV) Q4 2018 Earnings Conference Call February 6, 2019 11:00 AM ET Company Participants Scott Patterson - CEO Jeremy Rakusin - CFO Conference Call Participants Stephen Sheldon - William Blair Stephen MacLeod - BMO Capital Markets Marc Riddick - Sidoti & Company Michael Smith - RBC Capital Markets Frederick Bastian - Raymond James Operator Welcome to the Fourth Quarter and Year-End Investors Conference Call. Today's call is being recorded. Legal Counsel requires us to advise ...