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WSO · Watsco Inc

Track WSO — free
$302.69 +1.89 (+0.63%) At close · Sep 30
Market Cap
$13.09B
Shares
41.25M
Volume · Sep 30 447.54K Avg daily vol (3M) 486.38K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$302.69 Open$304.07 Day$300.03–308.60 52W close$300.80–456.86 Avg vol 30d497K Short int4.0M · 9.7% float · 9.6d Short vol65% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 4 wks
filed Aug 7, 2026
call held Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$7.28B
Trailing 12 months
Net income (TTM)
$461.25M
Trailing 12 months
Revenue growth YoY
+2.1%
Year over year
Operating margin
9.4%
Trailing 12 months
P / E (TTM)
25.8
Trailing earnings · reciprocal yield 3.9%
FCF yield
5.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+0.8%
Year over year · more shares
Price change (1Y)
-24.7%
Trailing year
Short interest
9.7%
Latest settlement · 9.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −19%
below
Price vs 50-day avg −5%
below
RSI (14) 40
neutral
MACD trend Negative
52-week position 1%
near low
Momentum
relative strength
Very Weak
1-month return −4%
trailing
6-month return −25%
trailing
YTD return −10%
this year
Relative strength −37%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $319 › 200d $372 — 200d above 50d
Institutional flow Accumulating
+2% holders QoQ · +96 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
9.70% of float · ▲ +1.5% MoM · 9.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
790 holders — mid 3-yr range
Squeeze score 67
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 27.2
below peers
Quant / Vol
risk profile
Moderate
Volatility 35%
annualized · 1-yr
Max drawdown −34%
past year
ATR 3.1%
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.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 2 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−19% Bearish
Price vs 50-day avg
−5% Bearish
RSI (14)
40 Neutral
MACD trend
Negative Bearish
52-week position
1% Bearish
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $319 › 200d $372 — 200d above 50d
Institutional flow Accumulating
+2% holders QoQ · +96 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
9.70% of float · ▲ +1.5% MoM · 9.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
790 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $301 Now $303 · 1% Range high $457
vs 200-day avg -19% vs 50-day avg -5%

Illustrative 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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WSO
Watsco Inc
this stock
$13.09B -10.2% -5.0% 27.2 9.7%
GWW
W.W. Grainger, Inc.
$58.55B +23.5% +4.5% 31.7 2.2%
FAST
Fastenal Co
$57.87B +23.4% +8.7% 43.1 3.1%
FERG
Ferguson Enterprises Inc. /DE/
$43.09B 0.0% +0.3% — 3.0%
WCC
Wesco International Inc
$17.91B +47.0% +2.2% 25.4 3.0%

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
790
% held
92.2%
Net QoQ
-716.9K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
504
View
Short & Settlement
Short Interest Rising
Shares short
4.0M
Days to cover
9.6d
Change
+60.8K sh
View
Short Volume
Short vol %
65%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
470
Value
$147.7K
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
53.2%
Week of
Aug 24, 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
Sep 17, 2026
This year
12
View
Proposed Sales
Value
$1.0M
Shares
2.1K
Filed
Mar 5, 2025
View
Earnings & Events
Earnings Calls
Last call
Sep 16, 2026
View
Investor Relations
Latest news
Watsco to Acquire The Granite Gro…
Published
Sep 14, 2026
View

Performance

5D 20D 120D MTD YTD
WSO -7.0% -3.9% -25.1% -2.3% -10.2%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -6.3% -4.0% -37.2% -1.7% -22.0%

Capital returns

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) 22 filings 16 filers Visit website Investor relations