Watsco Inc

WSO

Market cap $16.9B

Watsco, Inc. (WSO) Q4 2025 Earnings Call Transcript

Watsco (WSO) came out with quarterly earnings of $1.68 per share, missing the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $2.37 per share a year ago.

MIAMI, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE:WSO) announced that its Board of Directors approved a 10% increase in its annual dividend to $13.20 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company's next quarterly dividend payment in April 2026.

Boosts Annual Dividend 10% to $13.20 Per Share Entrepreneurial Culture, Transformational Technologies and Debt-Free Balance Sheet Positions Company for Growth MIAMI, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced its operating results for the full-year and fourth quarter period ended December 31, 2025. The Company also provided updates related to innovation and technology, business trends and long-term growth opportunities.

One profitable company whose shares we've held for years, and that demonstrates why a focus on shareholder value creation matters in the long run, is Old Republic International. A new mid-cap holding in the quarter was Prestige Consumer Healthcare, whose over-the-counter brands are familiar to many. A multi-year holding that has struggled recently is Watsco, the largest wholesale distributor of HVAC and refrigeration equipment in the United States.

Evaluate the expected performance of Watsco (WSO) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Watsco (WSO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

MIAMI, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it has scheduled a conference call to discuss its 2025 fourth quarter performance and annual results on Tuesday, February 17, 2026 at 10:00 a.m. (ET). Prepared remarks regarding the results will be followed by a question-and-answer session with the senior management team. The conference call will be web-cast by CCBN's StreetEvents and can be found under the link highlighted on our website at www.watsco.com. The earnings results will be released before the market opens on February 17, 2026. A replay of the conference call will be available on our website.

MIAMI, Jan. 02, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc.'s (NYSE: WSO) Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on January 30, 2026 to shareholders of record at the close of business on January 16, 2026.

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.