US · Industrials · Industrial Distribution
EPS came in at 4.00 against a street estimate of 4.38 — a miss of 8.7%.
Analysts rate Watsco Inc a hold (3 buy, 10 hold, 1 sell out of 14) with an average price target of $375.90.
CONFIDENT WSO reported stabilizing markets with 2% revenue growth to $2.1B. Resi HVAC equipment +5%; gross margin 27.5% vs 29.3% YoY due to normalized OEM pricing. Jackson Supply acquisition ($230M revenue, 25 locations) closed June 1. July tracking 4–5% organic growth. Q2 2026 Unusual north-strong, south-weak split. Regional differences expected to persist; West Coast and South remain challenged. Analysts pressed on gross margin normalization (Barry clarified 27% baseline vs 2025 anomaly), pricing weakness (Rick/Paul cited blended OEM yields and customer mix), and end-demand softness (management countered with July +4–5% growth and market stabilization thesis, emphasizing replacement cycle as structural floor). 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.16% |
| Capital Research & Mgmt Co - Division 3 | 8.45% |
| Capital Research Global Investors | 4.61% |
| Vanguard Portfolio Management, LLC | 4.29% |
| FMR Inc | 4.13% |
| Vanguard Capital Management, LLC | 3.83% |
| Charles Schwab Investment Management Inc | 3.54% |
| State Street Corp | 3.21% |
| Document | Date |
|---|---|
| Current report · Q3 2026 WATSCO, INC. (WSO) - 8-K FILING SUMMARY September 12, 2026 --- HEADLINE NUMBERS • Acquisition price: $505.0 million for Granite Group Holdings LLC | 2026-09-17 |
| Quarterly report · Q2 2026 WATSCO, INC. – FORM 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Revenue: $2,104,859 thousand (up 2.1% vs Q2 2025: $2,062,442 thousa | 2026-08-07 |
| Results announced · Q3 2026 WATSCO, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Filing Date: July 29, 2026 • Reporting Period: Quarter and six months ended June 30, 2026 • Com | 2026-07-29 |
| Current report · Q2 2026 WATSCO, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • Filing Date: June 4, 2026 • Company: Watsco, Inc. (Florida corporation) • Stock Tickers: WSO (C | 2026-06-04 |
| Shareholder vote results · Q2 2026 WATSCO, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held June 1, 2026 • Three proposals submitted to shareholder vote, all | 2026-06-03 |
| Quarterly report · Q1 2026 WATSCO, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $1,533,010 thousand (Q1 2026) vs $1,531,086 thousand (Q1 2025) — essentially flat y | 2026-05-08 |
| Proxy statement · Q2 2026 WATSCO, INC. PROXY SUMMARY FOR SHAREHOLDERS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Directors: Common stock holders vote to elect | 2026-04-24 |
| Annual report FY2025 WATSCO, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue in 2025: $7.2 billion (HVAC/R distribution) — up from $64.1 million in 1 | 2026-02-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.