3Mês·

Compfort Systems 🇺🇸 has delivered EPS at 6.53$ Dividend will also be increased by 0.05$ to 0.50$

$FIX (+0,84%)

For the quarter ended30. June 30, 2025Net income was $230.8 million, or $6.53 per diluted share, compared to $134.0 million, or $3.74 per diluted share, for the quarter ended June 30, 2024. June 2024Revenue for the second quarter of 2025 was $2.17 billion compared to $1.81 billion in 2024. The Company reported operating cash flow of $252.5 million in the current quarter compared to $189.9 million in 2024.


Meanwhile my 9th largest position in the portfolio, here I built up the positions in March / April in the Trump chaos from 350€ to 250€ everything was there, meanwhile the return is impressive 💪😁


Homer Simpson Lifehack

The best return is achieved when the entire market collapses, but earnings remain strong and you continue to regularly expand your position 📉.

"Unfortunately" the market collapses far too rarely for such nice returns 😂


https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-second-quarter-2025-results


https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-increases-quarterly-dividend-26

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6 Comentários

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I recommended the share to someone in my family a month ago.
I'm really pleased that it worked out.
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@Tenbagger2024 are you actually on $ACT as well?
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@Alpalaka
Unfortunately only on the watch. As my depot is already very full.
But compared to @Simpson there's still room for improvement 😂.
As the share has performed really well and has already moved quite far away from the 200-day line, I would probably expect a small correction here.
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Above all, the order backlog (Y/Y) has risen sharply:
From $5.77B to $8.12B -> +40.7%
So why did it crash like that?
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@Financeeric Everything that has to do with data centers and AI is crashing today, and the smaller ones are being hit all the harder. But the share is still up over 100% since April
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