Watsco, Inc.
WSO
NYSE·Industrials·Industrial - Distribution·Mkt cap $13.0B
$315.13
▼ -0.08%
P/E
27.21
Mkt Cap
$13.0B
52-Wk Range
$295.75–$459.00
52-Week Range
$295.75 - $459.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 22.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
3 reasons
- Market leadership as North America's largest HVAC distributor with 671 strategically located branches
- Extensive supplier relationships and inventory depth providing one-stop shopping for contractors
- Established customer base of contractors and dealers with high switching costs and recurring revenue
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Residential replacement market driven by aging HVAC systems and climate change adaptation
Value
Fairly valued vs Industrial Distribution peers
Momentum
Weak
-15.3% over 3m
Quality
Stable
Solid business
Dividend
Solid
4.00% yield
Smart-money signal
Who's buying WSO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Reported EPS of $4.00 vs $4.41 consensus (-9.3% surprise). Revenue of $2.1B vs $2.1B expected (-1.8%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-9.3%
Revenue trend · last 8Q
—
+9%
-2%
-4%
-4%
-10%
+0%
+2%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.2B
$1.8B
$1.5B
$2.1B
$2.1B
$1.6B
$1.5B
$2.1B
Margins · last 8Q
Gross
27.5%
Operating
11.3%
Profit
7.8%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Stephens · $485.00 · Apr 29, 2026
vs Industry
How WSO stacks vs Industrial - Distribution
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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