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WSO

Watsco Inc
$383.86 +6.13 (+1.62%) At close · Jul 10
Market Cap
$15.61B
Shares
40,657,534

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$383.86 Open$378.82 Day$378.08–389.07 52W$320.50–486.94 Avg vol 30d335K Short int3.0M · 7.4% float · 7.8d Short vol78% Last earningsApr 28, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 8
Up next
Next earnings call
Aug 1, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026
AI Brief

TL;DR.

Bullish
    Bearish

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

      Equibles Rating blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +0%
      above
      Price vs 50-day avg −3%
      below
      RSI (14) 45
      neutral
      MACD trend Negative
      52-week position 38%
      mid-range
      Volume (OBV) Bearish div.
      distributing
      Momentum
      relative strength
      Strong
      1-month return +2%
      trailing
      6-month return +2%
      trailing
      YTD return +15%
      this year
      Relative strength −7%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $396 › 200d $383 — 50d above 200d
      Institutional flow Distributing
      40 of 770 funds reported for Jun 30 · net -7.9K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.42% of float · ▲ +0.3% MoM · 7.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      770 holders — mid 3-yr range
      Squeeze score 66
      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 31.5
      in line
      Balance sheet $71.6M
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 32%
      annualized · 1-yr
      Max drawdown −33%
      past year
      ATR 3.2%
      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 Initiated at least $2B
      Sales on OnCallAir · this year Initiated at least $2B

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

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +0% Bullish
      Price vs 50-day avg
      −3% Neutral
      RSI (14)
      45 Neutral
      MACD trend
      Negative Bearish
      52-week position
      38% Neutral
      Volume (OBV)
      Bearish div. Bearish
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $396 › 200d $383 — 50d above 200d
      Institutional flow Distributing
      40 of 770 funds reported for Jun 30 · net -7.9K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      7.42% of float · ▲ +0.3% MoM · 7.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      770 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $321 Now $384 · 38% 52-wk high $487
      vs 200-day avg +0% vs 50-day avg -3%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      OnCallAir GMV (trailing 12 months) $1.9B Q1 FY2026
      Total authenticated users of HVAC Pro+ Mobile Apps 74,000 Q1 FY2026
      Unique household quotes presented via OnCallAir (trailing 12 months) 336,000 Q1 FY2026
      e-commerce sales growth 16% Q1 FY2026 call
      locations added by Jackson Supply acquisition 25 Jackson Supply acquisition call
      On-Call Air customer sales growth 20% Q1 FY2026 call
      OnCallAir customer sales growth 20% Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $15.61B +14.8% -5.0% 31.5 7.4%
      GWW
      W.W. Grainger, Inc.
      $64.95B +36.6% +4.5% 37.0 2.7%
      FAST
      Fastenal Co
      $53.37B +17.1% +8.7% 41.1 2.7%
      FERG
      Ferguson Enterprises Inc. /DE/
      $44.11B +3.0% +4.1% 1.6%
      WCC
      Wesco International Inc
      $16.32B +37.2% +4.7% 23.8 2.8%

      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
      765
      % held
      91.0%
      Reported
      40 of 770
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      489
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.0M
      Days to cover
      7.8d
      Change
      +10.5K sh
      View
      Short Volume
      Short vol %
      78%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      101
      Value
      $37.9K
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      42.1%
      Week of
      Jun 15, 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
      8-K
      Filed
      Jun 4, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $1.0M
      Shares
      2.1K
      Filed
      Mar 5, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 28, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      WSO -5.2% +2.2% +1.8% -7.9% +14.8%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY -6.5% -1.9% -7.3% -9.0% +4.1%

      Capital returns

      Latest dividend
      $3.30 / share · ex Apr 16, 2026
      Raised 10%
      Paid (TTM)
      $12.30 / share · 4 payouts
      Dividend yield (TTM, derived)
      3.20%
      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) 45 filings 36 filers Visit website Investor relations