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Watsco Inc

316.58 USD
+5.68
1.83%
At close Updated Sep 11, 11:26 AM EDT
1 day
1.83%
5 days
0.47%
1 month
-0.73%
3 months
-17.63%
6 months
-15.37%
Year to date
-8.85%
1 year
-20.34%
5 years
12.89%
10 years
121.06%
 

About: Watsco is the largest HVAC and refrigeration products distributor in North America with approximately 13% market share. The company primarily operates in the United States (90% of revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada, Latin America, and the Caribbean. The company's customer base comprises more than 120,000 dealers and contractors serving the replacement and new-construction HVAC/R markets for residential and light-commercial applications. As much as 20% of residential HVAC units are distributed through Watsco in any given year. Revenue is approximately 75%-80% residential HVAC and 20%-25% commercial, with relatively small exposure to more complex "applied" solutions.

Employees: 7,050

News

Positive
Neutral
Negative
Sentiment 3-Months
Positive 37.5%
Neutral 50%
Negative 12.5%
Neutral
GlobeNewsWire
3 hours ago
Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT
MIAMI, Sept. 11, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that Barry S. Logan, Executive Vice President, and Rick Gomez, Vice President, are scheduled to present at the 14th Annual Morgan Stanley Laguna Conference being held at the Ritz Carlton, Laguna Niguel on Wednesday, September 16, 2025 at 4:05 p.m. (PDT). Internet users can listen to a live webcast of the presentation at the Investor Relations section of Watsco's website at http://www.watsco.com.
Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT
Positive
Zacks Investment Research
13 days ago
Watsco (WSO) Up 0.8% Since Last Earnings Report: Can It Continue?
Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
Watsco (WSO) Up 0.8% Since Last Earnings Report: Can It Continue?
Neutral
Seeking Alpha
17 days ago
My Game Plan For What Some Call A Fat AI Bubble
I see broadening market leadership beyond AI, with dividend growth and value stocks outperforming tech-heavy indices year-to-date. While AI-driven CapEx and margins have powered recent gains, the sustainability of high rates of change is a key risk for hyperscaler suppliers. I favor selective diversification into undervalued cyclicals, energy, and income stocks to mitigate concentration and margin normalization risks.
My Game Plan For What Some Call A Fat AI Bubble
Neutral
Zacks Investment Research
1 month ago
Why Watsco (WSO) International Revenue Trends Deserve Your Attention
Explore Watsco's (WSO) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Why Watsco (WSO) International Revenue Trends Deserve Your Attention
Positive
Seeking Alpha
1 month ago
2 Strong Buy Dividend Growth Stocks I Like For The Next Decade
Watsco and Otis Worldwide offer compelling long-term income growth via essential maintenance-driven cash flows and attractive current valuations. WSO, the largest independent HVAC distributor, yields 4.3% with an 11.1% five-year dividend CAGR, trading at a normalized 25.4x P/E after recent price weakness. OTIS, post-spin from United Technologies, boasts a 2.5% yield, a 15.1% five-year dividend CAGR, and trades at 17.7x P/E despite macro and pricing headwinds.
2 Strong Buy Dividend Growth Stocks I Like For The Next Decade
Positive
Seeking Alpha
1 month ago
Watsco: Transient Headwinds, Good Long Term Opportunity
Watsco, Inc. (WSO) is rated a buy after a post-earnings pullback, with normalization post-A2L transition expected to drive recovery. Watsco's gross margin contraction is seen as transient, with mix improvement and pricing initiatives targeting medium-term margin expansion. Digital ecosystem adoption and underpenetrated high-margin parts/supplies sales provide a runway for market share gains and margin upside.
Watsco: Transient Headwinds, Good Long Term Opportunity
Positive
24/7 Wall Street
1 month ago
4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August
Industrial dividend growers rarely make headlines the way REITs or telecoms do, yet they quietly compound income year after year through cycles most investors ignore.
4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August
Positive
MarketBeat
1 month ago
Watsco Q2 Earnings Call Highlights
Watsco NYSE: WSO reported second-quarter sales growth as residential HVAC equipment demand improved, while gross margin declined from an unusually strong prior-year comparison tied to earlier manufacturer pricing actions and product-transition effects.
Watsco Q2 Earnings Call Highlights
Neutral
Seeking Alpha
1 month ago
Watsco, Inc. (WSO) Q2 2026 Earnings Call Transcript
Watsco, Inc. (WSO) Q2 2026 Earnings Call Transcript
Watsco, Inc. (WSO) Q2 2026 Earnings Call Transcript
Negative
The Motley Fool
1 month ago
Why Watsco Stock Crashed Today
Watsco stock missed on both sales and earnings this morning. The HVAC distributor is growing slowly, but buying companies in an attempt to spur growth.
Why Watsco Stock Crashed Today
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