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WSO · Watsco Inc

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$319.64 +5.99 (+1.91%) At close · Aug 19
Market Cap
$12.94B
Shares
41.25M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$319.64 Open$318.99 Day$315.88–323.89 52W close$309.30–456.86 Avg vol 30d500K Short int3.5M · 8.6% float · 5.7d Short vol77% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 7, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −15%
      below
      Price vs 50-day avg −12%
      below
      RSI (14) 40
      neutral
      MACD trend Positive
      52-week position 7%
      near low
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Weak
      1-month return −12%
      trailing
      6-month return −22%
      trailing
      YTD return −5%
      this year
      Relative strength −34%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $365 › 200d $377 — 200d above 50d
      Institutional flow Accumulating
      +1% holders QoQ · +95 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.57% of float · ▲ +4.4% MoM · 5.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      783 holders — mid 3-yr range
      Squeeze score 61
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth −5%
      Y/Y
      Gross margin 28%
      expanding
      EPS growth −8%
      Y/Y
      Free cash flow $535.1M
      Valuation P/E 26.9
      below peers
      Balance sheet $187.4M
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 35%
      annualized · 1-yr
      Max drawdown −32%
      past year
      ATR 3.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2026
      Gross merchandise value for OnCallAir · this year at least $2B
      Sales on OnCallAir · this year at least $2B
      Prior guidance period ended · from the Earnings Call filed Dec 31, 2023
      Gross margin · 2024 27%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      3 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −15% Bearish
      Price vs 50-day avg
      −12% Bearish
      RSI (14)
      40 Neutral
      MACD trend
      Positive Bullish
      52-week position
      7% Bearish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $365 › 200d $377 — 200d above 50d
      Institutional flow Accumulating
      +1% holders QoQ · +95 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      8.57% of float · ▲ +4.4% MoM · 5.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      783 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $309 Now $320 · 7% Range high $457
      vs 200-day avg -15% vs 50-day avg -12%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Annual cash dividend $13.2 April 2026 —
      Contractors and technicians engaging digitally 70,000 the quarter ended June 30, 2026 —
      Dividend increase 10% April 2026 —
      Domestic locations 650 the quarter ended June 30, 2026 —
      Domestic residential HVAC equipment unit volume 2% the quarter ended June 30, 2026 —
      E-commerce sales 13% the first six months of 2026 —
      E-commerce sales (12 months ended June 30, 2026) 2.7B the 12 months ended June 30, 2026 —
      Authenticated users of HVAC Pro+ Mobile Apps 74,000 Q1 2026 —
      Contractors, installers and technicians engaging digitally with the Company 74,000 Q1 2026 —
      E-commerce sales (12 months ended March 31, 2026) 2.6B 12 months ended March 31, 2026 —
      E-commerce sales as percent of total sales 36% 12 months ended March 31, 2026 —
      Households presented unique quotes via OnCallAir (12 months ended March 31, 2026) 336,000 12 months ended March 31, 2026 —
      Locations 650 Q1 2026 —
      OnCallAir gross merchandise value 394M Q1 2026 —
      OnCallAir gross merchandise value (12 months ended March 31, 2026) 1.9B 12 months ended March 31, 2026 —
      E-commerce sales as a percent of overall sales 35% full-year 2025 —
      Gross margin 27.1% fourth quarter 2025 —
      Gross margin expansion 120 full-year 2025 —
      HVAC equipment sales decline 7% full-year 2025 —
      HVAC Pro+ Mobile Apps authenticated user community 73,000 full-year 2025 —
      Inventory $1.4B December 31, 2025 —
      Inventory decline 30% full-year 2025 —
      Non-U.S. markets sales decline 10% full-year 2025 —
      Operating cash flow $570M full-year 2025 —
      Operating cash flow as a percent of net income 97% full-year 2025 —
      U.S. markets sales decline 4% full-year 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Industrial Distribution — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WSO
      Watsco Inc
      this stock
      		$12.94B -5.1% -5.0% 26.9 8.6%
      GWW
      W.W. Grainger, Inc.
      		 $61.56B +29.5% +4.5% 33.3 2.3%
      FAST
      Fastenal Co
      		 $58.84B +28.2% +8.7% 43.8 3.1%
      FERG
      Ferguson Enterprises Inc. /DE/
      		 $47.05B +9.2% +4.1% — 1.4%
      WCC
      Wesco International Inc
      		 $17.02B +40.6% +2.2% 24.2 3.5%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      783
      % held
      92.1%
      Net QoQ
      -787.6K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      509
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.5M
      Days to cover
      5.7d
      Change
      +147.7K sh
      View
      Short Volume
      Short vol %
      77%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1
      Value
      $362
      As of
      Jul 27, 2026
      View
      Off-Exchange
      Off-exchange %
      44.4%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Valerie Hoyle
      Amount
      $1.0K–$15.0K
      Traded
      Sep 23, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $7.2B
      Net income (FY)
      $497.0M
      EPS diluted
      $12.25
      View
      Buybacks
      Authorized
      shares 7.5M
      Remaining
      shares 1.1M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 7, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $1.0M
      Shares
      2.1K
      Filed
      Mar 5, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 29, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      WSO +3.3% -11.7% -22.2% +3.3% -5.1%
      SPY -0.4% +2.9% +11.6% +3.0% +12.8%
      vs SPY +3.8% -14.6% -33.7% +0.4% -17.9%

      Capital returns

      Latest dividend
      $3.30 / share · ex Jul 16, 2026
      Raised 10%
      Paid (TTM)
      $12.60 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.94%
      Buyback program · as of Dec 31, 2025
      Authorized
      shares 7.50M
      Spent (derived)
      shares 6.37M
      Remaining
      shares 1.13M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 105016 CUSIP 942622200 13F (30d) 691 filings 666 filers Visit website Investor relations

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