WSO-B · Watsco Inc
Price & Indicators
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Latest filings
Watsco reported third-quarter revenues of $2.22 billion, up 7%, and EPS of $3.77, down 5%; nine-month operating cash flow rose 79% to $304 million. Jackson Supply Company and The Granite Group are expected to bolster annual revenue by approximately 10%.
Read the 8-KQuarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 27, 2026TL;DR. Watsco reported record third-quarter sales of $2.22 billion, improving residential demand, 79% higher year-to-date operating cash flow, digital growth and expansion through Jackson Supply and Granite; it also increased its dividend and added a $750 million credit facility. Gross and operating margins declined, EPS fell 5%, commercial HVAC sales weakened, replacement volumes remained below trend, and third-quarter operating cash flow declined from the prior year.
- + Nine-month operating cash flow increased 79% to $304 million.
- + The Jackson and Granite acquisitions added 107 locations and $730 million of annualized revenue while long-range objectives remained intact.
- − Third-quarter gross profit margin declined to 26.4% from 27.5% last year.
- − Third-quarter SG&A increased 8%, or 5% on a same-store basis.
- − Replacement unit volumes remained approximately 10% to 15% below levels from two years earlier.
- − Third-quarter operating cash flow declined to $325 million from $355 million last year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WSO-B
this stock
Watsco Inc
|
$11.75B | -15.2% | -5.0% | — | — |
|
GWW
W.W. Grainger, Inc.
|
$63.15B | +32.9% | +4.5% | 34.2 | 2.6% |
|
FAST
Fastenal Co
|
$59.03B | +28.2% | +8.7% | 41.8 | 3.2% |
|
FERG
Ferguson Enterprises Inc.
|
$44.64B | +3.6% | +0.3% | — | 3.3% |
|
WCC
Wesco International Inc
|
$17.11B | +41.9% | +2.2% | 24.3 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 27, 2026
- This year
- 17
Watsco reported third-quarter revenues of $2.22 billion, up 7%, and EPS of $3.77, down 5%; nine-month operating cash flow rose 79% to $304 million. Jackson Supply Company and The Granite Group are expected to bolster annual revenue by approximately 10%.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WSO-B | -9.0% | -36.6% | +5.4% | -7.5% | -15.2% |
| SPY | +0.4% | +2.3% | +10.5% | +2.0% | +14.1% |
| vs SPY | -9.5% | -38.9% | -5.1% | -9.6% | -29.3% |
Capital returns
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.