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WATSCO, INC. (WSO) Overview

WATSCO, INC. (WSO) Overview

  • 1 Apr 2026: Period ending 30 Jun 2026; Estimate (m); Actual 4.00; Beat / miss (m).
  • 1 Jan 2026: Period ending 31 Mar 2026; Estimate (m); Actual 1.87; Beat / miss (m).
  • 1 Jul 2025: Period ending 30 Sept 2025; Estimate (m); Actual 3.98; Beat / miss (m).
  • 1 Apr 2025: Period ending 30 Jun 2025; Estimate (m); Actual 4.52; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$285.76$317.96$353.79$393.66$438.02$487.382025-11-062026-11-06$215.59$268.84$335.24$418.05$521.30$650.062021-11-082026-11-06$125.96$180.94$259.93$373.40$536.39$770.532016-11-072026-11-06$29.09$60.37$125.29$260.01$539.61$1,119.882006-11-062026-11-06$1.58$6.07$23.36$89.93$346.14$1,332.321984-06-072026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$304.33
Previous close
$300.80
Change
$3.53
Change (%)
1.17%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

WSO
-8.52%
S&P 500
(m)

1 year

WSO
-22.21%
S&P 500
(m)

3 years

WSO
-13.70%
S&P 500
(m)

5 years

WSO
+27.59%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

30 Jun 2026 ○ Estimate (m) ● Actual 4.00

1.792.523.243.974.7031 Mar 2025: estimate (m); actual 1.9331 Mar 2025(m)30 Jun 2025: estimate (m); actual 4.5230 Jun 2025(m)30 Sept 2025: estimate (m); actual 3.9830 Sept 2025(m)31 Mar 2026: estimate (m); actual 1.8731 Mar 2026(m)30 Jun 2026: estimate (m); actual 4.0030 Jun 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Apr 202630 Jun 2026(m)4.00(m)(m)
1 Jan 202631 Mar 2026(m)1.87(m)(m)
1 Jul 202530 Sept 2025(m)3.98(m)(m)
1 Apr 202530 Jun 2025(m)4.52(m)(m)
1 Jan 202531 Mar 2025(m)1.93(m)(m)

31 Dec 2025 ○ Estimate (m) ● Actual 12.25

10.7011.9213.1414.3715.5931 Dec 2021: estimate (m); actual 10.7831 Dec 2021(m)31 Dec 2022: estimate (m); actual 15.4131 Dec 2022(m)31 Dec 2023: estimate (m); actual 13.6731 Dec 2023(m)31 Dec 2024: estimate (m); actual 13.3031 Dec 2024(m)31 Dec 2025: estimate (m); actual 12.2531 Dec 2025(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jan 202531 Dec 2025(m)12.25(m)(m)
1 Jan 202431 Dec 2024(m)13.30(m)(m)
1 Jan 202331 Dec 2023(m)13.67(m)(m)
1 Jan 202231 Dec 2022(m)15.41(m)(m)
1 Jan 202131 Dec 2021(m)10.78(m)(m)

Revenue vs. Earnings

USD

30 Jun 2026 ■ Revenue 2.10B ■ Earnings 0.16B — Profit margin 7.76%

-0.25B4.2%0.62B6.5%1.49B8.9%2.36B11.3%30 Sept 2025: revenue 2.07B; earnings 0.16B; profit margin 7.82%30 Sept 202531 Dec 2025: revenue 1.58B*; earnings 0.16B*; profit margin 10.28%*; Revenue: Annual amount − nine-month amount; Earnings: Annual amount − nine-month amount; period 2025-10-01 to 2025-12-31; USD.31 Dec 202531 Mar 2026: revenue 1.53B; earnings 0.08B; profit margin 5.16%31 Mar 202630 Jun 2026: revenue 2.10B; earnings 0.16B; profit margin 7.76%30 Jun 2026

31 Dec 2025 ■ Revenue 7.24B ■ Earnings 0.59B — Profit margin 8.12%

-0.91B7.1%2.23B8.3%5.38B9.5%8.53B10.7%31 Dec 2022: revenue 7.27B; earnings 0.70B; profit margin 9.67%31 Dec 202231 Dec 2023: revenue 7.28B; earnings 0.63B; profit margin 8.71%31 Dec 202331 Dec 2024: revenue 7.62B; earnings 0.64B; profit margin 8.34%31 Dec 202431 Dec 2025: revenue 7.24B; earnings 0.59B; profit margin 8.12%31 Dec 2025

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$304.33(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$304.33High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

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(m)

YouTube videos mentioning WSO

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(m)

Statistics

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Retained observations as of 2026-11-11; financial period ending 30 Jun 2026.

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
$566.32M
Profit margin
7.78%
Return on assets · 12 month
11.54%
Named executive and board stock awards · latest fiscal year
(m)
Index membership
(m)
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
483.40K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-7.61%*
Total return · month
-3.21%*
Total return · quarter
-26.11%*
Total return · half year
-11.92%*
Total return · year to date
-8.52%*
Total return · 1 year
-22.21%*
Total return · 3 years
-13.70%*
Total return · 5 years
27.59%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
$7.28B
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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WATSCO, INC. Overview

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(m)

(m)

SEC CIK
105016
Industry (SIC)
5070 Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
Country of operation
United States
Business address
2665 S BAYSHORE DR, STE 901, COCONUT GROVE, Florida, 33133, United States
Fiscal year end
1231
Phone
305-714-4100