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.
Watsco is well-positioned to benefit from the industry transition to A2L refrigerants, driving multi-year replacement demand and pricing growth. The company's robust balance sheet, extensive service network, and successful tuck-in acquisitions support ongoing market consolidation and shareholder value. Watsco's investments in technology and e-commerce enhance contractor productivity and customer satisfaction, strengthening its competitive advantages and pricing power.
Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
WSO's first-quarter 2025 performance reflects soft HVAC equipment demand trends across geographies.
Watsco, Inc. (NYSE:WSO ) Q1 2025 Earnings Conference Call April 23, 2025 10:00 AM ET Company Participants Albert Nahmad - Chairman & Chief Executive Officer Paul Johnston - Executive Vice President Barry Logan - Executive Vice President, Planning & Strategy & Secretary A.J. Nahmad - President Rick Gomez - Vice President Conference Call Participants Stephen Volkmann - Jefferies David Manthey - Baird Jeffrey Sprague - Vertical Research Tommy Moll - Stephens Ryan Merkel - William Blair Brett Linzey - Mizuho Patrick Baumann - JPMorgan Jeff Hammond - KeyBanc Capital Markets Inc Chris Snyder - Morgan Stanley Steve Tusa - JPMorgan Operator Good day, and welcome to the Watsco First Quarter 2025 Earnings Conference Call.
While the top- and bottom-line numbers for Watsco (WSO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Watsco (WSO) came out with quarterly earnings of $1.93 per share, missing the Zacks Consensus Estimate of $2.29 per share. This compares to earnings of $2.17 per share a year ago.
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.
Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
WSO is expanding through strong sales and technology advancements. However, rising costs remain a challenge.
Watsco's Q4 results were exceptional, with record sales, expanded margins, and new customer growth, signaling strong future growth potential. The company benefits from long-term tailwinds, regulatory changes, and a strong moat, making it well-positioned for sustained demand and continued market share gains. Watsco's dividend increase by 11% and robust free cash flow growth underscore its commitment to delivering shareholder value and confidence in future performance.
Watsco (WSO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.