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.
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.