Watsco, Inc. (WSO) Analyst/Investor Day Transcript

Watsco, Inc. (WSO) Analyst/Investor Day Transcript

Seeking Alpha • Dec 12, 2025

Why Is Watsco (WSO) Down 3.6% Since Last Earnings Report?

Watsco (WSO) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Nov 28, 2025

Don't Overlook Watsco (WSO) International Revenue Trends While Assessing 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.

Zacks Investment Research • Nov 10, 2025

Watsco: Weak Outlook And Expensive Valuation Keeps Me On The Sidelines

Watsco remains a high-quality business with strong industry positioning and improving margins, but current valuation limits upside potential. WSO faces near-term headwinds, including disappointing recent results, weaker consumer sentiment, and repeated HVAC OEM price hikes impacting demand. Profitability remains a bright spot, with expanding margins and improved cash flow as inventory turnover normalizes post-product transition.

Seeking Alpha • Oct 31, 2025

Watsco, Inc. (WSO) Q3 2025 Earnings Call Transcript

Watsco, Inc. ( WSO ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Albert Nahmad - Chairman & CEO Paul Johnston - Executive Vice President Barry S. Logan - Executive VP of Planning & Strategy, Secretary and Director Rick Gomez - Vice President of Corporate Development Aaron Nahmad - Co-Vice Chairman & President Conference Call Participants Thomas Moll - Stephens Inc., Research Division Ryan Merkel - William Blair & Company L.L.C.

Seeking Alpha • Oct 29, 2025

Watsco Reports Record Third Quarter Gross Profit, Gross Margin and Operating Cash Flow in Challenging Market Conditions

Strong Balance Sheet and Market-Leading Technologies Enable Continued Investments in Growth Strong Balance Sheet and Market-Leading Technologies Enable Continued Investments in Growth

GlobeNewsWire • Oct 29, 2025

Compared to Estimates, Watsco (WSO) Q3 Earnings: A Look at Key Metrics

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.

Zacks Investment Research • Oct 29, 2025

Watsco (WSO) Misses Q3 Earnings and Revenue Estimates

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.

Zacks Investment Research • Oct 29, 2025

Watsco Stock Has Cooled Off; Now It's Time For Me To Buy More

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.

Seeking Alpha • Oct 28, 2025

Earnings Preview: Watsco (WSO) Q3 Earnings Expected to Decline

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.

Zacks Investment Research • Oct 22, 2025