WSO

Watsco Inc

299.02

Oct 30 • 4:00 AM ET -3.98 (-1.31%)

Industrials Industrial Distribution USA Large NYSE

Peers: FERG LII POOL CARR SITE GWW TT AAON JCI HDSN

| Held by: IJH VTI SCHD VB DVY VXF MDY VBR VBK VIG

Index	-
Market Cap	12.46B
Enterprise Value	12.87B
Income	435.87M
Sales	7.44B
Book/sh	72.59
Cash/sh	15.57
Dividend Est.	12.26 (4.10%)
Dividend TTM	12.90 (4.31%)
Dividend Ex-Date	Oct 16, 2026
Dividend Gr. 3/5Y	9.86% 11.07%
Payout	97.98%
Employees	7050
IPO	Apr 10, 1968

P/E	26.50
Forward P/E	23.30
PEG	4.70
P/S	1.67
P/B	4.12
P/C	19.20
P/FCF	18.69
EV/EBITDA	18.60
EV/Sales	1.73
Quick Ratio	1.52
Current Ratio	3.15
Debt/Eq	0.18
LT Debt/Eq	0.14
Option/Short	Yes / Yes

EPS (ttm)	11.28
EPS next Y	12.83
EPS next Q	1.84
EPS this Y	-5.85%
EPS next Y	11.28%
EPS next 5Y	4.96%
EPS past 3/5Y	-7.37% 11.80%
Sales past 3/5Y	-0.16% 7.45%
EPS Y/Y TTM	-12.07%
Sales Y/Y TTM	0.30%
EPS Q/Q	-5.38%
Sales Q/Q	7.42%
Earnings	Oct 27 BMO
EPS/Sales Surpr.	-8.02% 0.62%

Insider Own	13.98%
Insider Trans	0.00%
Inst Own	93.27%
Inst Trans	-2.11%
ROA	8.91%
ROE	14.92%
ROIC	12.60%
Gross Margin	27.18%
Oper. Margin	8.70%
Profit Margin	5.86%
SMA20	0.58%
SMA50	-2.16%
SMA200	-18.33%
Trades

Shs Outstand	41.64M
Shs Float	35.82M
Short Float	13.11%
Short Ratio	8.39
Short Interest	4.70M
52W High	459.00 -34.85%
52W Low	277.34 7.82%
Volatility	6.29% 3.87%
ATR (14)	12.12
RSI (14)	47.77
Beta	1.03
Rel Volume	0.00
Avg Volume	560.20K
Volume	1

Perf Week	-7.42%
Perf Month	-0.71%
Perf Quarter	-5.97%
Perf Half Y	-30.23%
Perf YTD	-11.26%
Perf Year	-16.56%
Perf 3Y	-13.65%
Perf 5Y	3.26%
Perf 10Y	119.80%
Recom	2.82
Target Price	337.22
Prev Close	303.00
Price	299.02
Change %	-1.31%

Consensus

Hold

Avg. Price Target

$337.22

Implied Upside

+12.8%

Analysts15incl. previous ratings

Rating Distribution3 Buy · 11 Hold · 1 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Jun 16, 2026	Initiated	DDA Davidson	Neutral	$385	+28.8%
Jan 05, 2026	Resumed	UUBS	Neutral	$370	+23.7%
Oct 15, 2025	Downgrade	WWilliam Blair	Outperform → Mkt Perform
Apr 14, 2025	Initiated	MMorgan Stanley	Equal-Weight	$515	+72.2%
Jan 17, 2025	Initiated	RRaymond James	Mkt Perform
Nov 22, 2024	Initiated	NNorthcoast	Neutral
Dec 08, 2023	Upgrade	DDeutsche Bank	Hold → Buy	$387 → $500	+67.2%
Jul 25, 2023	Initiated	MMizuho	Neutral	$360	+20.4%
Jul 10, 2023	Downgrade	KKeyBanc Capital Markets	Overweight → Sector Weight
Jan 10, 2023	Initiated	UUBS	Neutral	$280	-6.4%
Aug 18, 2022	Initiated	DDeutsche Bank	Hold	$311	+4.0%
Jul 14, 2022	Upgrade	RRobert W. Baird	Neutral → Outperform	$350 → $313	+4.7%
Jun 16, 2022	Downgrade	MMorgan Stanley	Equal-Weight → Underweight	$228 → $207	-30.8%
Feb 14, 2022	Upgrade	KKeyBanc Capital Markets	Sector Weight → Overweight	$320	+7.0%
Aug 03, 2021	Initiated	LLoop Capital	Hold	$300	+0.3%
Jul 23, 2021	Upgrade	SStephens	Equal-Weight → Overweight	$300 → $350	+17.0%
Jul 12, 2021	Downgrade	WWolfe Research	Peer Perform → Underperform	$309 → $304	+1.7%
May 19, 2021	Initiated	WWolfe Research	Peer Perform
Mar 01, 2021	Upgrade	JJP Morgan	Underweight → Neutral	$185 → $218	-27.1%
Jan 04, 2021	Upgrade	VVertical Research	Sell → Hold

Oct-27-26 02:14PM	Watsco Misses As Margin Erosion Overwhelms A Real Volume Recovery, Even As Acquisitions Reshape The Story (Earnings Whispers)
07:44AM	Watsco: Q3 Earnings Snapshot (Associated Press)
07:30AM	Watsco Reports Record Third Quarter Sales, Strong Cash Flow and Improving Demand (GlobeNewswire)
Oct-22-26 07:30AM	Watsco Completes $750 Million Unsecured Senior Credit Facility (GlobeNewswire) +7.22%
Oct-12-26 07:30AM	Watsco Completes Acquisition of The Granite Group, Distributor of Plumbing and HVAC Products with $500 Million in Revenue Throughout the Northeast (GlobeNewswire)
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Oct-09-26 07:30AM	Watsco Schedules Third Quarter Conference Call On Tuesday, October 27, 2026 at 10:00 a.m. (EDT) (GlobeNewswire)
Oct-01-26 07:30AM	Watsco Declares $3.30 Quarterly Dividend (GlobeNewswire)
Sep-14-26 08:30AM	Watsco to Acquire The Granite Group, Distributor of Plumbing and HVAC Products; Revenues of $500 Million Throughout the Northeast (GlobeNewswire)
Sep-11-26 07:30AM	Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT (GlobeNewswire)
Aug-26-26 04:33PM	Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution (PR Newswire)
Jul-29-26 05:05PM	Watsco Inc (WSO) Q2 2026 Earnings Call Highlights: Strong Cash Position and Strategic ... (GuruFocus.com) -12.92%
07:41AM	Watsco: Q2 Earnings Snapshot (Associated Press)
07:30AM	Watsco Second Quarter Results Reflect Further Industry Stabilization, Strong E-Commerce Sales Growth and Continued Operating Efficiency (GlobeNewswire)
Jul-16-26 04:00PM	Watsco Schedules Second Quarter Conference Call on Wednesday, July 29, 2026 at 10:00 a.m. (EDT) (GlobeNewswire)
Jul-01-26 07:30AM	Watsco Declares $3.30 Quarterly Dividend (GlobeNewswire)
09:40AM	Loading…
Jun-16-26 09:40AM	Palantir upgraded, Rocket Companies downgraded: Wall Street's top analyst calls (The Fly)
Jun-02-26 07:30AM	Watsco Completes Acquisition of Jackson Supply Company (GlobeNewswire)
Apr-29-26 03:06AM	Watsco Inc (WSO) Q1 2026 Earnings Call Highlights: E-commerce Surge and Strategic Expansion ... (GuruFocus.com)
Apr-28-26 07:40AM	Watsco: Q1 Earnings Snapshot (Associated Press)
07:30AM	Watsco To Acquire Jackson Supply Company (GlobeNewswire)
07:30AM	Watsco First Quarter Performance Reflects Stabilizing Markets, Improved Operating Efficiency and Expanded Technology Adoption (GlobeNewswire)
Apr-10-26 07:30AM	Watsco Schedules First Quarter Conference Call On Tuesday, April 28, 2026 (GlobeNewswire)
Apr-01-26 07:30AM	Watsco Declares $3.30 Quarterly Dividend (GlobeNewswire)
Mar-16-26 09:15AM	Watsco to Participate in the J.P. Morgan Industrials Conference on March 17, 2026 at 10:10 a.m. (GlobeNewswire)
Mar-09-26 12:02AM	3 Reasons to Avoid WSO and 1 Stock to Buy Instead (StockStory)
Feb-25-26 09:58AM	1 Cash-Producing Stock to Target This Week and 2 That Underwhelm (StockStory)
Feb-24-26 12:38AM	The 5 Most Interesting Analyst Questions From Watsco's Q4 Earnings Call (StockStory)
Feb-18-26 12:35AM	WSO Q4 Deep Dive: A2L Transition and Margin Initiatives Shape Outlook (StockStory)
Feb-17-26 04:02PM	Watsco Inc (WSO) Q4 2025 Earnings Call Highlights: Record Cash Flow and E-commerce Growth Amid ... (GuruFocus.com)
02:59PM	Watsco Q4 Earnings Call Highlights (MarketBeat)
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08:40AM	Watsco (WSO) Lags Q4 Earnings and Revenue Estimates (Zacks)
07:49AM	Watsco: Q4 Earnings Snapshot (Associated Press Finance)
07:42AM	Watsco (NYSE:WSO) Misses Q4 CY2025 Sales Expectations (StockStory)
07:30AM	Watsco Reports Record Full-Year Gross Margin, Meets Inventory Reduction Target and Generates Record 4th Quarter Cash Flow in Challenging Market Conditions (GlobeNewswire)
07:30AM	Watsco Boosts Annual Dividend 10% to $13.20 Per Share (GlobeNewswire)
Feb-15-26 10:02PM	Watsco (WSO) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Feb-11-26 09:15AM	Stay Ahead of the Game With Watsco (WSO) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Feb-10-26 10:00AM	Analysts Estimate Watsco (WSO) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:05AM	Trimble Navigation (TRMB) Q4 Earnings and Revenues Top Estimates (Zacks)
Feb-06-26 07:35AM	Graham (GHM) Q3 Earnings and Revenues Beat Estimates (Zacks)
Feb-04-26 05:25PM	Mueller Water Products (MWA) Beats Q1 Earnings and Revenue Estimates (Zacks)
Feb-02-26 11:04PM	3 Reasons to Sell WSO and 1 Stock to Buy Instead (StockStory)
08:27AM	Giverny Capital Asset Management's Investment Thesis for Watsco (WSO) (Insider Monkey)
Jan-30-26 04:00PM	Watsco Schedules Conference Call to Review 2025 Fourth Quarter Performance and Annual Results (GlobeNewswire)
Jan-28-26 07:20AM	Otis Worldwide (OTIS) Q4 Earnings Match Estimates (Zacks)
Jan-27-26 07:40AM	Applied Industrial Technologies (AIT) Tops Q2 Earnings Estimates (Zacks)
Jan-06-26 08:40AM	Watsco resumed with a Neutral at UBS (TipRanks)
Jan-05-26 09:49AM	PayPal downgraded, Costco upgraded: Wall Street's top analyst calls (The Fly)
Jan-02-26 01:46PM	Why Watsco (WSO) Stock Is Up Today (StockStory)
07:30AM	Watsco Declares $3.00 Quarterly Dividend (GlobeNewswire)
Dec-26-25 08:23AM	Can Mechanical & Electrical Strength Support Comfort Systems in 2026? (Zacks)
Dec-24-25 07:10AM	Watsco (WSO) Reported Mixed Performance in Q3 (Insider Monkey)
Dec-19-25 10:23AM	Does Comfort Systems' Cash Strength Reinforce Financial Stability? (Zacks)
Dec-18-25 10:35PM	Reflecting On Industrial Distributors Stocks' Q3 Earnings: Watsco (NYSE:WSO) (StockStory)
Dec-12-25 10:24AM	Is Comfort Systems Positioned for Long-Term Pharma Project Demand? (Zacks)
Nov-28-25 11:30AM	Why Is Watsco (WSO) Down 3.6% Since Last Earnings Report? (Zacks)
Nov-17-25 01:24PM	UBS Trims Watsco (WSO) Price Target as Q3 Results Show Mixed Performance (Insider Monkey)
Nov-13-25 11:39PM	3 Industrials Stocks That Fall Short (StockStory)
Nov-10-25 09:15AM	Don't Overlook Watsco (WSO) International Revenue Trends While Assessing the Stock (Zacks)
Nov-06-25 11:49PM	3 Profitable Stocks We Keep Off Our Radar (StockStory)
Nov-05-25 12:38AM	Watsco's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Oct-31-25 08:32AM	Are Options Traders Betting on a Big Move in Watsco Stock? (Zacks)
Oct-30-25 03:49PM	Watsco Inc (WSO) Q3 2025 Earnings Call Highlights: Navigating Sales Decline with Record Cash ... (GuruFocus.com)
01:41AM	WSO Q3 Deep Dive: Product Transition and Technology Investments Shape Results (StockStory)
Oct-29-25 09:30AM	Compared to Estimates, Watsco (WSO) Q3 Earnings: A Look at Key Metrics (Zacks)
08:40AM	Watsco (WSO) Misses Q3 Earnings and Revenue Estimates (Zacks)
08:21AM	Watsco (NYSE:WSO) Misses Q3 Sales Expectations (StockStory)
07:44AM	Watsco: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Watsco Reports Record Third Quarter Gross Profit, Gross Margin and Operating Cash Flow in Challenging Market Conditions (GlobeNewswire)
Oct-27-25 11:14PM	What To Expect From Watsco's (WSO) Q3 Earnings (StockStory)
Oct-23-25 05:20PM	Comfort Systems (FIX) Q3 Earnings and Revenues Beat Estimates (Zacks)
10:00AM	Analysts Estimate Fortune Brands Innovations (FBIN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-22-25 10:00AM	Earnings Preview: Watsco (WSO) Q3 Earnings Expected to Decline (Zacks) -7.05%
Oct-17-25 03:36PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Oct-16-25 07:30AM	Watsco to Host Investor Day to Showcase Transformational Technologies and New Strategies that Enhance Long-Term Growth and Profitability (GlobeNewswire)
12:35AM	1 Mid-Cap Stock Worth Your Attention and 2 That Underwhelm (StockStory)
Oct-15-25 10:57AM	Will Strong Backlog and Bookings Drive Comfort Systems' Growth Ahead? (Zacks)
Oct-14-25 12:03AM	3 Reasons WSO is Risky and 1 Stock to Buy Instead (StockStory)
Oct-13-25 07:30AM	Watsco Schedules Third Quarter Earnings Call on October 29, 2025 (GlobeNewswire)
Oct-11-25 03:06AM	The Smartest Dividend Stocks to Buy With $10,000 Right Now (Motley Fool)
Oct-10-25 08:03AM	Can Modular Expansion Drive Comfort Systems' Next Growth Phase? (Zacks)
Oct-02-25 03:26AM	2 High-Yield Dividend Growth Stocks to Buy in October and Hold for a Decade or Longer (Motley Fool)
Oct-01-25 03:33PM	Analyst Report: Watsco, Inc. (Morningstar Research)
07:30AM	Watsco Declares $3.00 Quarterly Dividend (GlobeNewswire)
Sep-15-25 11:35PM	Spotting Winners: Watsco (NYSE:WSO) And Infrastructure Distributors Stocks In Q2 (StockStory)
Sep-12-25 02:25PM	Why Watsco (WSO) Stock Is Trading Lower Today (StockStory)
Sep-11-25 07:30AM	Watsco to Present at the 13th Annual Morgan Stanley Laguna Conference on September 11, 2025 at 4:50 p.m. PDT (GlobeNewswire)
Sep-10-25 11:39AM	FIX Stock Soars 119% in 6 Months: Is It Still Worth Buying? (Zacks)
Sep-07-25 06:45AM	3 Beaten-Down High-Yield Dividend Stocks to Double Up on and Buy in September (Motley Fool)
Sep-03-25 07:14PM	Analyst Report: Watsco, Inc. (Morningstar Research)
Aug-29-25 11:30AM	Watsco (WSO) Down 10.9% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-12-25 11:22PM	5 Must-Read Analyst Questions From Watsco's Q2 Earnings Call (StockStory)
11:10PM	WSO Q2 Deep Dive: Product Transition and Pricing Initiatives Dominate Results (StockStory)
Aug-11-25 09:15AM	Unlocking Watsco (WSO) International Revenues: Trends, Surprises, and Prospects (Zacks)
Jul-31-25 11:19AM	Analyst Report: Watsco, Inc. (Morningstar Research)
03:21AM	Watsco Inc (WSO) Q2 2025 Earnings Call Highlights: Navigating Sales Decline with Record Margins ... (GuruFocus.com)
Jul-30-25 03:40PM	Why Watsco (WSO) Shares Are Sliding Today (StockStory)
08:40AM	Watsco (WSO) Q2 Earnings and Revenues Miss Estimates (Zacks)
08:34AM	Watsco (NYSE:WSO) Reports Sales Below Analyst Estimates In Q2 Earnings (StockStory)
07:39AM	Watsco: Q2 Earnings Snapshot (Associated Press Finance)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lopez-Blazquez Ana	Director	Dec 12 '25	Option Exercise	250.84	1,000	250,840	0	Dec 16 04:12 PM

Watsco, Inc. engages in the distribution of air conditioning, heating and refrigeration equipment, and related parts and supplies. Its products include residential central air conditioners, gas, electric and oil furnaces, commercial air conditioning and heating equipment, and other specialized equipment and parts, including replacement compressors, evaporator coils, motors and other component parts and supplies, including thermostats, insulation material, refrigerants, ductwork, grills, registers, sheet metal, tools, copper tubing, concrete pads, tape, adhesives, and other ancillary supplies. The company was founded by William Wagner on July 14, 1956 and is headquartered in Miami, FL.

Chairman & CEOMr. Albert H. Nahmad

Co-Vice Chairman & PresidentMr. Aaron J. Nahmad

CFO & TreasurerMs. Ana M. Menendez CPA

Executive VP of Planning & StrategyMr. Barry S. Logan CPA

Chief Technology OfficerMr. Steven Rupp

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WSO

Watsco Inc

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