Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$12.5B
41M shares
52-week range
$295.75 – $459.00
4% from low
Sector
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
Exchange
NYSE
CS
P/S (TTM)
1.6
EV / FCF (TTM)
16.8
Watsco is the largest HVAC and refrigeration products distributor in North America with approximately 13% market share. The company primarily operates in the United States (90% of revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada, Latin America, and the Caribbean. The company's customer base comprises more than 120,000 dealers and contractors serving the replacement and new-construction HVAC/R markets for residential and light-commercial applications. As much as 20% of residential HVAC units are distributed through Watsco in any given year. Revenue is approximately 75%-80% residential HVAC and 20%-25% commercial, with relatively small exposure to more complex "applied" solutions.
www.watsco.comNo one on the platform currently holds WSO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 216,400 | $78.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-16 | $3.3000 | 2026-07-31 |
| 2026-04-16 | $3.3000 | 2026-04-30 |
| 2026-01-16 | $3.0000 | 2026-01-30 |
| 2025-10-16 | $3.0000 | 2025-10-31 |
| 2025-07-16 | $3.0000 | 2025-07-31 |
| 2025-04-15 | $3.0000 | 2025-04-30 |
| 2025-01-17 | $2.7000 | 2025-01-31 |
| 2024-10-16 | $2.7000 | 2024-10-31 |
| 2024-07-16 | $2.7000 | 2024-07-31 |
| 2024-04-12 | $2.7000 | 2024-04-30 |
No one on the platform has traded WSO yet.
| 2024-01-16 | $2.4500 | 2024-01-31 |
| 2023-10-16 | $2.4500 | 2023-10-31 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 18.8% | 24.9% | 22.0% | — | — | — |
| Rev. Growth % | -5.0% | 7.4% | ||||
| Profit Margin % | 6.9% | 7.2% | 6.1% | |||
| Free Cash Flow Margin % | 7.4% | 7.4% | 6.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.2% on the P/E track.
At today's price, your expected annual return is +16.4% on the P/E track.
At today's price, your expected annual return is +21.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $7.6B | +4.0% | $12.08 | $11.38–$12.78 | 25.1× | 10 |
| 2027 | $8.0B | +5.3% | $13.15 | $12.09–$14.54 | 23.0× | 9 |
| 2028 | $8.3B | +4.7% | $14.26 | $12.53–$19.23 | 21.2× | 6 |
| 2029 | $9.2B | +10.8% | $17.00 | $16.53–$17.54 | 17.8× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $4.41 | $4.00 | -9.3% |
| 2026-04-28 | $1.73 | $1.87 | +8.1% |
| 2026-02-17 | $1.88 | $1.68 | -10.6% |
| 2025-10-29 | $4.44 | $3.98 | -10.4% |
| 2025-07-30 | $4.78 | $4.52 | -5.4% |
| 2025-04-23 | $2.29 | $1.93 | -15.7% |
| 2025-02-18 | $2.15 | $2.37 | +10.2% |
| 2024-10-23 | $4.73 |
| $4.22 |
| -10.8% |
| $12.4B |
| — |
| IEXIDEX Corporation | $222.84 | +0.32% | $16.4B | — |
| ITTITT Inc. | $197.99 | -0.76% | $17.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 4.13 EPS for $WSO Q3 [Reporting 10/15 BMO] http://www.estimize.com/intro/wso?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Wall St is expecting 4.13 EPS for $WSO Q3 [Reporting 10/15 BMO] http://www.estimize.com/intro/wso?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$WSO printed a new 52-week low today
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Wall St is expecting 4.13 EPS for $WSO Q3 [Reporting 10/15 BMO] http://www.estimize.com/intro/wso?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$WSO $HAS $GNRC $MOG.B $JEF Watsco benefits from HVAC demand, Hasbro leverages entertainment brands, Generac benefits from backup power demand, Moog Class B provides aerospace exposure, and Jefferies benefits from investment banking activity.
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$WSO The stock has been flat for two years, and the recent earnings call offered zero vision or actionable plan for recovery. Waiting for the housing market to magically rebound isn't a strategy—it’s passive management. They need new leadership. The CEO struggles to field basic questions on calls, and his son, the President, is clearly out of his depth. Following the latest stock drop, the 5-year annualized return sits under 15%. At any other company, this executive team would have been canned long ago. The board is completely failing in its duty to shareholders.
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https://www.marketbeat.com/earnings/reports/2026-7-29-watsco-inc-stock/ $WSO Watsco Earnings Transcript
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$WSO still on the sidelines? -6% in any given day for this equity is never good. Going to test $320’s. Maybe enter under $300 if that happens. I thought $323-333 would be the bottom…
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$WSO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $4.00 down -11.70% YoY • Reported revenue of $2.1B up 2.06% YoY
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$WSO Efficient business model with strong cash flow generation!!.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.