Watsco/$WSO

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About Watsco

Watsco is the largest heating, ventilation, air conditioning, and refrigeration products distributor in North America. The company primarily operates in the United States (90% of revenue), with significant exposure in the Sun Belt states. Watsco also has operations in Canada (5% of sales) and Latin America (5% of sales). The company's customer base consists of more than 125,000 contractors that serve the replacement and new construction HVACR markets for residential and light commercial applications.

Ticker

$WSO

Primary listing

NYSE

Employees

7,258

Watsco Metrics

BasicAdvanced
$13B
27.38
$12.85
0.94
$11.70
3.41%

What the Analysts think about Watsco

Analyst ratings (Buy, Hold, Sell) for Watsco stock.

Bulls say / Bears say

Watsco achieved a record gross profit margin of 29.3% in Q2 2025, a 220 basis-point increase year-over-year, driven by effective pricing optimization and a shift toward higher-margin products (Nasdaq).
Despite a 4% sales decline in Q3 2025, Watsco generated a record $355 million in operating cash flow, reinforcing its debt-free balance sheet and capacity to fund strategic acquisitions (Watsco).
Digital channels now account for 34% of total sales, with 72,000 contractors engaging on Watsco’s platforms, driving improved attachment rates and customer retention (Motley Fool).
Watsco’s Q2 2025 revenues declined 4% year-over-year to $2.06 billion, missing analyst estimates amid softer demand in its core HVAC markets (Nasdaq).
Regulatory transition to A2L refrigerants and inventory conversion drove SG&A expenses up 6% in Q2 2025 and contributed to a 3% decline in domestic same-store sales, highlighting transition-related cost pressures (Watsco).
International exposure proved challenging as non-U.S. sales tumbled 12% in Q2 2025, underscoring geographic revenue concentration risks (GlobeNewswire).
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.

Watsco Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Watsco Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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