WATSCO, INC. (WSO) Scorecard
- 2026-Q2: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Lose; Revenue growth Lose; EPS growth Lose.
52/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q21/3 |
WinWSO / S&P 15.47% / 15.20% |
LoseWSO / S&P -2.98% / 15.00% |
LoseWSO / S&P -10.96% / 50.40% |
| 2026-Q11/3 |
WinWSO / S&P 8.82% / -4.33% |
LoseWSO / S&P -4.53% / 11.30% |
LoseWSO / S&P -6.76% / 27.70% |
| 2025-Q40/3 |
LoseWSO / S&P -15.96% / 2.65% |
LoseWSO / S&P -4.98% / 9.00% |
LoseWSO / S&P -7.99% / 13.40% |
| 2025-Q30/3 |
LoseWSO / S&P -7.87% / 8.12% |
LoseWSO / S&P -0.71% / 4.61% |
LoseWSO / S&P -1.08% / 13.45% |
| 2025-Q20/3 |
LoseWSO / S&P -12.61% / 10.94% |
LoseWSO / S&P 0.98% / 4.83% |
LoseWSO / S&P -0.23% / 10.63% |
| 2025-Q11/3 |
WinWSO / S&P 7.85% / -4.27% |
LoseWSO / S&P 3.92% / 4.98% |
LoseWSO / S&P 0.08% / 10.57% |
| 2024-Q40/3 |
LoseWSO / S&P -3.13% / 2.41% |
LoseWSO / S&P 4.59% / 5.25% |
LoseWSO / S&P -3.00% / 6.15% |
| 2024-Q31/3 |
WinWSO / S&P 6.76% / 5.89% |
LoseWSO / S&P 2.83% / 5.89% |
LoseWSO / S&P -14.52% / 6.11% |
| 2024-Q21/3 |
WinWSO / S&P 7.94% / 4.28% |
LoseWSO / S&P 3.68% / 5.38% |
LoseWSO / S&P -11.80% / 5.12% |
| 2024-Q10/3 |
LoseWSO / S&P 1.43% / 10.56% |
LoseWSO / S&P -0.05% / 5.71% |
LoseWSO / S&P -15.19% / 5.59% |
| 2023-Q41/3 |
WinWSO / S&P 14.17% / 11.69% |
LoseWSO / S&P 0.13% / 6.81% |
LoseWSO / S&P -11.29% / 7.78% |
| 2023-Q32/3 |
WinWSO / S&P -0.32% / -3.27% |
LoseWSO / S&P 0.79% / 7.52% |
WinWSO / S&P 9.07% / -5.03% |
| 2023-Q22/3 |
WinWSO / S&P 20.84% / 8.74% |
LoseWSO / S&P 3.15% / 9.50% |
WinWSO / S&P 10.01% / -8.57% |
| 2023-Q12/3 |
WinWSO / S&P 28.72% / 7.50% |
LoseWSO / S&P 9.51% / 10.77% |
WinWSO / S&P 25.12% / -15.69% |
| 2022-Q42/3 |
LoseWSO / S&P -2.29% / 7.56% |
WinWSO / S&P 15.83% / 11.88% |
WinWSO / S&P 43.35% / -17.99% |
| 2022-Q33/3 |
WinWSO / S&P 8.76% / -4.88% |
WinWSO / S&P 21.64% / 13.47% |
WinWSO / S&P 40.16% / -1.41% |
| 2022-Q22/3 |
LoseWSO / S&P -21.00% / -16.10% |
WinWSO / S&P 22.45% / 13.71% |
WinWSO / S&P 48.95% / 11.04% |
| 2022-Q13/3 |
WinWSO / S&P -2.01% / -4.60% |
WinWSO / S&P 28.65% / 15.97% |
WinWSO / S&P 61.32% / 42.23% |
| 2021-Q42/3 |
WinWSO / S&P 19.07% / 11.03% |
WinWSO / S&P 24.24% / 15.00% |
LoseWSO / S&P 55.12% / 96.40% |
| 2021-Q31/3 |
LoseWSO / S&P -7.05% / 0.58% |
WinWSO / S&P 19.12% / 10.77% |
LoseWSO / S&P 47.91% / 69.42% |
| 2021-Q22/3 |
WinWSO / S&P 10.70% / 8.55% |
WinWSO / S&P 17.52% / 6.58% |
LoseWSO / S&P 47.39% / 51.81% |
| 2021-Q13/3 |
WinWSO / S&P 15.97% / 6.17% |
WinWSO / S&P 6.92% / -1.06% |
WinWSO / S&P 21.02% / 7.39% |
| 2020-Q42/3 |
LoseWSO / S&P -1.99% / 12.15% |
WinWSO / S&P 5.97% / -3.72% |
WinWSO / S&P 7.61% / -33.42% |
| 2020-Q33/3 |
WinWSO / S&P 32.29% / 8.93% |
WinWSO / S&P 6.04% / -2.04% |
WinWSO / S&P 2.45% / -27.10% |
| 2020-Q22/3 |
LoseWSO / S&P 13.76% / 20.54% |
WinWSO / S&P 5.23% / -0.46% |
WinWSO / S&P -4.81% / -27.11% |
| 2020-Q13/3 |
WinWSO / S&P -11.48% / -19.60% |
WinWSO / S&P 6.50% / 3.47% |
WinWSO / S&P -2.64% / -14.75% |
| 2019-Q40/3 |
LoseWSO / S&P 7.51% / 9.07% |
LoseWSO / S&P 4.92% / 5.36% |
LoseWSO / S&P -0.31% / 2.99% |
| 2019-Q31/3 |
WinWSO / S&P 4.47% / 1.70% |
LoseWSO / S&P 3.75% / 5.02% |
LoseWSO / S&P -0.76% / 0.21% |
| 2019-Q21/3 |
WinWSO / S&P 15.47% / 4.30% |
LoseWSO / S&P 3.08% / 6.64% |
LoseWSO / S&P 2.38% / 8.65% |
| 2019-Q10/3 |
LoseWSO / S&P 4.09% / 13.65% |
LoseWSO / S&P 3.52% / 8.12% |
LoseWSO / S&P 8.04% / 14.29% |
| 2018-Q40/3 |
LoseWSO / S&P -21.18% / -13.52% |
LoseWSO / S&P 4.71% / 9.05% |
LoseWSO / S&P 11.57% / 18.23% |
| 2018-Q31/3 |
LoseWSO / S&P 0.69% / 7.71% |
LoseWSO / S&P 5.32% / 10.21% |
WinWSO / S&P 21.36% / 19.06% |
| 2018-Q21/3 |
LoseWSO / S&P -0.72% / 3.43% |
LoseWSO / S&P 3.50% / 9.03% |
WinWSO / S&P 16.88% / 14.46% |
| 2018-Q12/3 |
WinWSO / S&P 7.19% / -0.76% |
LoseWSO / S&P 3.66% / 7.68% |
WinWSO / S&P 16.15% / 12.46% |
| 2017-Q40/3 |
LoseWSO / S&P 6.40% / 6.64% |
LoseWSO / S&P 2.87% / 7.03% |
LoseWSO / S&P 12.65% / 13.82% |
| 2017-Q31/3 |
WinWSO / S&P 5.32% / 4.48% |
LoseWSO / S&P 1.91% / 5.68% |
LoseWSO / S&P 7.52% / 17.57% |
| 2017-Q21/3 |
WinWSO / S&P 8.50% / 3.09% |
LoseWSO / S&P 3.77% / 4.83% |
LoseWSO / S&P 9.78% / 17.74% |
| 2017-Q10/3 |
LoseWSO / S&P -2.65% / 6.07% |
LoseWSO / S&P 2.06% / 3.67% |
LoseWSO / S&P 4.05% / 13.32% |
| 2016-Q42/3 |
WinWSO / S&P 5.91% / 3.82% |
WinWSO / S&P 2.61% / 2.09% |
LoseWSO / S&P 5.33% / 7.05% |
| 2016-Q32/3 |
LoseWSO / S&P 0.75% / 3.85% |
WinWSO / S&P 3.05% / 0.20% |
WinWSO / S&P 4.77% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | WSO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -19.60% | 20.78% |
| Annualized return | -19.60% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | WSO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 28.99% | 83.14% |
| Annualized return | 5.22% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | WSO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 187.80% | 319.30% |
| Annualized return | 11.15% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.