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WSO

Watsco, Inc. WSO

$371.91 -13.25 (-3.44%)
Pullback · -1.45σ

Price chart

Timeframe
Range
Fundamentals · free Click ▲ earnings markers (daily) for the day's move

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Latest bar · WSO

Momentum reads · latest daily bar
Last
$371.91
-13.25 (-3.44%)
Mkt cap
$15.3B
Industrials
RSI(14)
39.1
neutral
Stochastic %K
19.1
oversold
MFI(14)
28.1
neutral
ADX(14)
14.3
weak trend

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Financial overlay · last 12 quarters

The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $1.5B $0.1B $0.1B $-0.0B 5.2% 6.8%
2025-12-31 $1.6B $0.1B $0.1B $0.4B 4.5% 6.1%
2025-09-30 $2.1B $0.2B $0.2B $0.3B 7.8% 10.9%
2025-06-30 $2.1B $0.2B $0.3B $-0.0B 8.9% 13.2%
2025-03-31 $1.5B $0.1B $0.1B $-0.2B 5.2% 7.0%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%

Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.

Compare WSO vs peers

Line WSO up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing WSO no peers yet — add up to 4 below

Add tickers to compare with WSO

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

Earnings replay · last 20 reports

How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.

DateEPS actual EPS estSurprise Next-day
2026-04-28 1.87 1.68 +11.4% -2.3%
2026-02-17 1.68 1.89 -11.1% -0.8%
2025-10-29 3.98 4.29 -7.3% -2.7%
2025-07-30 4.52 4.83 -6.3% +1.9%
2025-04-23 1.93 2.25 -14.3% +1.5%
2025-02-18 2.37 2.20 +7.9% -3.6%
2024-10-23 4.22 4.74 -10.9% +2.5%
2024-07-30 4.49 4.73 -5.1% +1.7%
2024-04-24 2.17 2.27 -4.5% +0.8%
2024-02-13 2.06 2.40 -14.2% +0.9%
2023-10-19 4.35 4.27 +2.0% -1.8%
2023-08-01 4.42 4.93 -10.4% -4.6%
2023-04-20 2.83 2.39 +18.5% -1.3%
2023-02-16 3.55 2.15 +65.4% -0.1%
2022-10-20 4.03 4.46 -9.7% +4.1%
2022-07-26 4.93 5.07 -2.7% +4.3%
2022-04-21 2.90 1.80 +61.0% -2.8%
2022-02-10 2.02 1.68 +20.4% -2.4%
2021-10-20 3.62 3.56 +1.6% +2.9%
2021-07-22 3.71 3.07 +20.9% +2.5%

Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.

Peer comparison · Industrials

Context check: the same key numbers for the closest Industrials names side by side, so you can tell whether this stock is the standout or just moving with its group.

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
WSO $15B 30.5 26.5 2.1 19.7 5.1 28.0% 0.1% -3.1% 3.42%
GE $362B 41.1 39.3 7.1 32.4 20.2 31.1% 21.1% 19.4% 1.82%
RTX $261B 36.4 25.5 2.9 19.3 3.9 20.2% 8.7% 32.5% 2.78%
CAT $405B 43.9 28.9 5.7 30.6 21.7 28.6% 22.2% 30.2% 0.93%
HON $71B 18.0 23.0 1.9 11.5 5.2 36.9% 2.4% -41.9% 4.12%
BA $169B 84.6 52.3 1.8 -60.8 28.2 4.8% 14.0% 1.51%
UNP $179B 24.8 21.8 7.3 16.7 9.2 56.5% 3.2% 6.2% 2.25%
LMT $117B 24.6 15.9 1.6 17.0 15.6 9.9% 0.3% -11.5% 3.40%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.

Top institutional holders

Top-10 concentration: 56.43%

HolderShares% out
Blackrock Inc. 4,090,055 11.68%
Capital International Investors 3,477,231 9.93%
Capital Research Global Investors 1,898,603 5.42%
FMR, LLC 1,890,322 5.40%
Vanguard Portfolio Management LLC 1,751,054 5.00%
Vanguard Capital Management LLC 1,567,499 4.48%
Charles Schwab Investment Management 1,340,401 3.83%
Kayne Anderson Rudnick Investment Ma 1,329,205 3.80%
State Street Corporation 1,273,941 3.64%
BAILLIE GIFFORD & CO 1,137,258 3.25%

Insider activity · 90d

No insider trades for WSO in last 90d.

Analyst estimates

Finnhub

What Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.

Low
$385.0
Mean
$430.2
High
$485.0
Analysts
10
Recommendation distribution · period 2026-07-01
2
14
5
2
Revision trend (2026-04-01 → 2026-07-01): net 4 → -5 -9 (net = strong_buy+buy − sell−strong_sell)

SEC filings

The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.

FormFiled DescriptionAction
8-K 2026-06-04 8-K view ·
8-K 2026-06-03 8-K view ·
10-Q 2026-05-08 10-Q view ·
8-K 2026-04-29 8-K view ·
8-K 2026-04-28 8-K view ·
DEF 14A 2026-04-24 DEF 14A view ·
4 2026-03-13 4 view ·
4 2026-03-13 4 view ·
4 2026-03-13 4 view ·
4 2026-03-13 4 view ·
10-K 2026-02-27 10-K view ·
8-K 2026-02-17 8-K view ·
4 2026-01-09 4 view ·
4 2025-12-16 4 view ·
4 2025-12-09 4 view ·
10-Q 2025-11-07 10-Q view ·
8-K 2025-10-29 8-K view ·
10-Q 2025-08-08 10-Q view ·
8-K 2025-07-30 8-K view ·
4 2025-07-28 4 view ·
4 2025-06-12 4 view ·
8-K 2025-06-05 8-K view ·
4 2025-05-16 4 view ·
4 2025-05-13 4 view ·
10-Q 2025-05-09 10-Q view ·
DEF 14A 2025-04-25 DEF 14A view ·
8-K 2025-04-23 8-K view ·
4 2025-03-17 4 view ·
4 2025-03-17 4 view ·
4 2025-03-17 4 view ·
4 2025-03-17 4 view ·
4 2025-03-07 4 view ·
4 2025-03-07 4 view ·
4 2025-03-04 4 view ·
10-K 2025-02-28 10-K view ·
8-K 2025-02-18 8-K view ·
4 2025-02-13 4 view ·
4 2025-01-10 4 view ·
4 2025-01-10 4 view ·
4 2024-12-18 4 view ·
8-K 2024-11-15 8-K view ·
10-Q 2024-11-01 10-Q view ·
8-K 2024-10-23 8-K view ·
4 2024-09-05 4 view ·
4 2024-08-07 4 view ·
10-Q 2024-08-02 10-Q view ·
8-K 2024-07-30 8-K view ·
4 2024-06-06 4 view ·
8-K 2024-06-06 8-K view ·
4 2024-05-14 FORM 4 SUBMISSION view ·
4 2024-05-13 FORM 4 SUBMISSION view ·
4 2024-05-08 FORM 4 SUBMISSION view ·
10-Q 2024-05-03 10-Q view ·
DEF 14A 2024-04-26 DEF 14A view ·
8-K 2024-04-24 8-K view ·
8-K 2024-03-29 8-K view ·
4 2024-03-13 FORM 4 SUBMISSION view ·
4 2024-03-13 FORM 4 SUBMISSION view ·
4 2024-03-13 FORM 4 SUBMISSION view ·
4 2024-03-13 FORM 4 SUBMISSION view ·

About WSO

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.

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Holders · WSO

Institutions & insider activity

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