WSO · Watsco Inc · Webcasts, Transcripts & Audio
$308.46
+0.22 (+0.07%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$12.75B
Shares
41.35M
Volume · Nov 13
469.85K
Avg daily vol (3M)
566.65K
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Watsco Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Watsco Inc (WSO), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
Add these events to your calendar (.ics)
Earnings call
FY26 · Q3
2026-10-27
Watsco Inc (WSO) Q3 2026 Earnings Call Transcript
Confident tone
Customer consolidation and mix
Gross margin improvement initiatives
Acquisitions and M&A expansion
Revenue
$2.22B
▲ 7.4% YoY Diluted EPS
$3.77
▼ 5.3% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-16
Watsco Inc (WSO) September 16, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-29
Watsco Inc (WSO) Q2 2026 Earnings Call Transcript
Confident tone
A2L refrigerant transition
Commodity exposure
Gross margin
Revenue
$2.10B
▲ 2.1% YoY Diluted EPS
$4.00
▼ 11.5% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Watsco Inc (WSO) Q1 2026 Earnings Call Transcript
Confident tone
Competitive landscape and M&A
Industry normalization post-disruption
Technology platforms and e-commerce
Revenue
$1.53B
▲ 0.1% YoY Diluted EPS
$1.87
▼ 3.1% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Watsco Inc (WSO) Q4 2025 Earnings Call Transcript
Positive tone
Industry and Channel Normalization
Pricing and Gross Margins
A2L Refrigerant Transition
Revenue
$1.58B*
▼ 10% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Watsco Inc (WSO) Q3 2025 Earnings Call Transcript
Positive tone
Credit Quality of Contractors
Technology and AI Investments
A2L Refrigerant Transition
Revenue
$2.07B
▼ 4.3% YoY Diluted EPS
$3.98
▼ 5.7% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Watsco Inc (WSO) Q2 2025 Earnings Call Transcript
Positive tone
Weather Impact on Demand
A2L Refrigerant Product Transition
Gross Margin Expansion
Revenue
$2.06B
▼ 3.6% YoY Diluted EPS
$4.52
▲ 0.7% YoY Gross margin
29.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
Watsco Inc (WSO) Q1 2025 Earnings Call Transcript
Confident tone
Tariffs and pricing actions
A2L refrigerant transition
Inventory conversion
Revenue
$1.53B
▼ 2.2% YoY Diluted EPS
$1.93
▼ 11.1% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-18
Watsco Inc (WSO) Q4 2024 Earnings Call Transcript
Confident tone
A2L Refrigerant Transition
Inventory Sell-through
Replacement vs Repair Demand
Revenue
$1.75B*
▲ 9.4% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Watsco Inc (WSO) Q3 2024 Earnings Call Transcript
Confident tone
Gross margin trajectory and mix
A2L regulatory transition (2025)
Hurricane impact (Helene and Milton)
Revenue
$2.16B
▲ 1.6% YoY Diluted EPS
$4.22
▼ 3% YoY Gross margin
26.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Watsco Inc (WSO) Q2 2024 Earnings Call Transcript
Confident tone
Inventory management
Residential and commercial market demand
A2L refrigerant transition
Revenue
$2.14B
▲ 6.8% YoY Diluted EPS
$4.49
▲ 1.6% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
Watsco Inc (WSO) Q1 2024 Earnings Call Transcript
Positive tone
A2L Refrigerant Transition
SG&A and Cost Actions
Dividend
Revenue
$1.56B
▲ 0.9% YoY Diluted EPS
$2.17
▼ 23.3% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Watsco Inc (WSO) Q4 2023 Earnings Call Transcript
Confident tone
Inventory and refrigerant pricing
Regulatory transitions (A2L, 410A phase-out)
Gross margin trajectory
Revenue
$1.60B*
▲ 1.4% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-19
Watsco Inc (WSO) Q3 2023 Earnings Call Transcript
Revenue
$2.13B
▲ 4.5% YoY Diluted EPS
$4.35
▲ 7.9% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-01
Watsco Inc (WSO) Q2 2023 Earnings Call Transcript
Revenue
$2.00B
▼ 6.1% YoY Diluted EPS
$4.42
▼ 10.3% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-20
Watsco Inc (WSO) Q1 2023 Earnings Call Transcript
Revenue
$1.55B
▲ 1.8% YoY Diluted EPS
$2.83
▼ 2.4% YoY Gross margin
28.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
Watsco Inc (WSO) Q4 2022 Earnings Call Transcript
Revenue
$1.58B*
▲ 4.6% YoY Gross margin
27.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-20
Watsco Inc (WSO) Q3 2022 Earnings Call Transcript
Revenue
$2.04B
▲ 14.2% YoY Diluted EPS
$4.03
▲ 11.3% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-26
Watsco Inc (WSO) Q2 2022 Earnings Call Transcript
Revenue
$2.13B
▲ 15.4% YoY Diluted EPS
$4.93
▲ 32.9% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-21
Watsco Inc (WSO) Q1 2022 Earnings Call Transcript
Revenue
$1.52B
▲ 34.1% YoY Diluted EPS
$2.90
▲ 108.6% YoY Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
Watsco Inc (WSO) Q4 2021 Earnings Call Transcript
Revenue
$1.51B*
▲ 30.9% YoY Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-20
Watsco Inc (WSO) Q3 2021 Earnings Call Transcript
Revenue
$1.78B
▲ 16% YoY Diluted EPS
$3.62
▲ 31.2% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-22
Watsco Inc (WSO) Q2 2021 Earnings Call Transcript
Revenue
$1.85B
▲ 36.5% YoY Diluted EPS
$3.71
▲ 64.2% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-22
Watsco Inc (WSO) Q1 2021 Earnings Call Transcript
Revenue
$1.14B
▲ 12.7% YoY Diluted EPS
$1.39
▲ 93.1% YoY Gross margin
25.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-11
Watsco Inc (WSO) Q4 2020 Earnings Call Transcript
Revenue
$1.15B
▲ 7.7% YoY Diluted EPS
$1.14
▲ 23.9% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-22
Watsco Inc (WSO) Q3 2020 Earnings Call Transcript
Revenue
$1.54B
▲ 10.2% YoY Diluted EPS
$2.76
▲ 25.5% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-23
Watsco Inc (WSO) Q2 2020 Earnings Call Transcript
Revenue
$1.36B
▼ 1.2% YoY Diluted EPS
$2.26
▼ 5.8% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-23
Watsco Inc (WSO) Q1 2020 Earnings Call Transcript
Revenue
$1.01B
▲ 8.3% YoY Diluted EPS
$0.72
▼ 18.2% YoY Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
Watsco Inc (WSO) Q4 2019 Earnings Call
Revenue
$1.07B
▲ 8.2% YoY Diluted EPS
$0.92
▼ 9.8% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
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CIK
105016
CUSIP
942622200
13F (30d)
640 filings
572 filers
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