Watsco (WSO) reported earnings 30 days ago. What's next for the stock?
Explore Watsco's (WSO) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
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.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 23 | $8,340.22 | $7,194.05 | -$1,146.17 | -13.74% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 4,601 | $2.24M | $1.44M | -$802,873.18 | -35.81% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,663 | $4.86M | $3.64M | -$1.22M | -25.15% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 17,362 | $5.95M | $5.43M | -$522,306.68 | -8.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 147 | $55,975.84 | $46,013.94 | -$9,961.9 | -17.8% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tommy Moll Stephens & Co. | 896.73 | $279,652.89 | $279,652.89 | - | - |
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | Albert H. Nahmad CEO | NYSE Exchange | 942622200 CUSIP |
| US Country | 7,000 Employees | 16 Jul 2026 Last Dividend | 17 Aug 1998 Last Split | 7 Jun 1984 IPO Date |
Watsco, Inc., founded in 1945 and based in Miami, Florida, operates as a predominant distributor in the United States and internationally, focusing on air conditioning, heating, and refrigeration equipment, along with related parts and supplies. The company's extensive distribution network supports both the replacement and new construction markets, aiming at residential and light commercial central air conditioning, heating, and refrigeration systems. It targets contractors and dealers, providing them with a comprehensive range of products and services critical for servicing the dynamic needs of the heating, ventilation, and air conditioning (HVAC) industry.
Watsco distributes a wide variety of equipment, including residential ducted and ductless air conditioners, gas, electric, and oil furnaces, and commercial air conditioning and heating equipment systems. This encompasses solutions for both new constructions and replacement needs, facilitating the installation of efficient and modern HVAC systems in homes and commercial spaces.
The company supplies replacement parts essential for the maintenance and repair of HVAC systems. This includes compressors, evaporator coils, motors, and other crucial component parts that ensure the optimal functioning of an air conditioning or heating system.
Watsco offers an array of supplies critical for the installation and maintenance of HVAC systems. This ranges from thermostats, insulation materials, refrigerants, and ductworks to grills, registers, sheet metals, and tools. Furthermore, it provides copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, along with plumbing and bathroom remodeling supplies, ensuring contractors and dealers have access to a comprehensive suite of products for any project.