Watsco, Inc. (WSO) Analyst/Investor Day Transcript
Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
Evaluate Watsco's (WSO) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
The headline numbers for Watsco (WSO) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Watsco (WSO) came out with quarterly earnings of $3.98 per share, missing the Zacks Consensus Estimate of $4.21 per share. This compares to earnings of $4.22 per share a year ago.
Watsco is a steady compounder, benefiting from secular HVAC trends, a durable moat, and a proven buy-and-build strategy; I reiterate a Buy rating. WSO's long-term growth is driven by expanding margins, rising free cash flow per share, and increasing demand for HVAC equipment due to climate trends and replacement cycles. Despite near-term headwinds from tariffs, supply chain issues, and softer demand, WSO's valuation is attractive at current levels, historically marking strong long-term entry points.
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.
Explore how Watsco's (WSO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Watsco is a defensive business with a strong moat from scale and network effects. The stock is trading at fair value. Despite the temporary headwinds, the company has proven me wrong and keeps expanding margins. Once the transition to A2L refrigerants is over, inventory levels will normalize.
Watsco, Inc. (NYSE:WSO ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Aaron J. Nahmad - Co-Vice Chairman & President Albert H.
Watsco (WSO) came out with quarterly earnings of $4.52 per share, missing the Zacks Consensus Estimate of $4.84 per share. This compares to earnings of $4.49 per share a year ago.
WSO eyes Q2 gains with stronger HVAC demand, rising high-efficiency sales, and improving gross margins.