Skip to main content
Equibles
WSO logo

WSO · Watsco Inc

Track WSO — free

Use WSO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research WSO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$308.46 +0.22 (+0.07%) At close · Nov 13
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$12.75B
Shares
41.35M
Volume · Nov 13 469.85K Avg daily vol (3M) 566.65K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$308.46 Open$310.89 Day$306.73–312.70 52W close$279.90–456.86 Avg vol 30d670K Short int4.9M · 11.9% of shares · 6.1d Short vol82% Last earningsOct 27, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 16, 2027 Est · unconfirmed · in 13 wks
Q3 2026 earnings call transcript
call held Oct 27, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly revenue rose 7% as net income fell 4%

Watsco reported third-quarter revenue of $2,220.4 million, up 7% from $2,067.0 million, while net income attributable to Watsco declined $6.2 million, or 4%; gross margin fell to 26.4% from 27.5%.

Revenue $2.22B ▲ 7.4% Net income $155.37M ▼ 3.8% Diluted EPS $3.77 ▼ 5.3%
Read from the MD&A section
3 source passages
Revenues | 2,220.4 | 2,067.0 | 153.4 | 7% Net income attributable to Watsco, Inc. for the quarter ended September 30, 2026 decreased $6.2 million, or 4%, compared to the same period in 2025 Gross profit | 586.3 | 568.9 | 17.4 | 3% Gross margin | 26.4% | 27.5% Open the document at this passage
Oct 27
Earnings call
Q3 2026 earnings call

Watsco reported third-quarter sales increased 7% to a record $2.22 billion, operating income of $225 million and earnings per share of $3.77. It completed the Granite Group acquisition and ended the quarter with $649 million cash and no debt.

Oct 27
Current report 8-K
Financial results, Regulation FD disclosure

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%.

Oct 14
Current report 8-K/A Events of Sep 12
Unregistered sale of equity

Watsco, Inc. closed the Mergers on October 9, 2026 and issued 338,176 Consideration Shares. Aggregate consideration was set at $505.0 million, subject to a customary post-closing purchase price adjustment, with 80% payable in cash and 20% in Common Stock.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$7.44B
Trailing 12 months
Net income (TTM)
$421.89M
Trailing 12 months
Revenue growth YoY
+7.4%
Year over year
Operating margin
9.1%
Trailing 12 months
P / E (TTM)
26.9
Trailing earnings · reciprocal yield 3.7%
FCF yield
5.2%
TTM · current market cap
Return on invested capital
20.3%
Trailing 12 months
Net cash
$106.45M
Latest balance sheet
Dividend yield
4.2%
Trailing 12 months
Shares change YoY
+1.7%
Year over year · more shares
Price change (1Y)
-11.0%
Trailing year
Short interest
11.9%
Latest settlement · 6.1 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲9.4% $1.75B $96.84M '24 Q4* ▼2.2% $1.53B $80.06M '25 Q1 ▼3.6% $2.06B $183.61M '25 Q2 ▼4.3% $2.07B $161.57M '25 Q3 ▼10% $1.58B $71.75M '25 Q4* ▲0.1% $1.53B $79.07M '26 Q1 ▲2.1% $2.10B $163.34M '26 Q2 LATEST ▲7.4% $2.22B $155.37M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 27, 2026
Q3 FY26

TL;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.

Bullish
  • + 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.
Bearish
  • − 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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg +1%
above
RSI (14) 51
neutral
MACD trend Positive
52-week position 16%
mid-range
Momentum
relative strength
Weak
1-month return +4%
trailing
6-month return −19%
trailing
YTD return −8%
this year
Relative strength −20%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $306 › 200d $363 — 200d above 50d
Institutional flow Accumulating
735 of 797 funds reported for Sep 30 · net +4.0M sh shares · +67 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
11.91% of shares out · ▲ +4.8% MoM · 6.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
797 holders — mid 3-yr range
Squeeze score 79
high risk · 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 $45.5M
net debt
Quant / Vol
risk profile
Moderate
Volatility 36%
annualized · 1-yr
Max drawdown −39%
past year
ATR 3.9%
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 8-K filed Oct 20, 2022
Annual dividend · beginning in January 2023 $9.80

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

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
+1% Bullish
RSI (14)
51 Neutral
MACD trend
Positive Bullish
52-week position
16% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $306 › 200d $363 — 200d above 50d
Institutional flow Accumulating
735 of 797 funds reported for Sep 30 · net +4.0M sh shares · +67 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
11.91% of shares out · ▲ +4.8% MoM · 6.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
797 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $280 Now $308 · 16% Range high $457
vs 200-day avg -15% vs 50-day avg +1%

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
$12.75B -8.5% -5.0% 26.9 11.9%
GWW
W.W. Grainger, Inc.
 $69.72B +47.6% +4.5% 32.7 2.6%
FAST
Fastenal Co
 $63.32B +37.5% +8.7% 44.9 3.3%
FERG
Ferguson Enterprises Inc.
 $49.61B +15.2% +0.3% — 3.2%
WCC
Wesco International Inc
 $15.66B +31.5% +2.2% 20.0 2.0%

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 Accumulating
Holders
777
% held
101.9%
Reported
735 of 797
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
506
View
Short & Settlement
Short Interest Rising
Shares short
4.9M
Days to cover
6.1d
Change
+225.4K sh
View
Short Volume
Short vol %
82%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.8K
Value
$519.5K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
46.9%
Week of
Oct 5, 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
Nov 6, 2026
This year
19

Watsco reported third-quarter revenue of $2,220.4 million, up 7% from $2,067.0 million, while net income attributable to Watsco declined $6.2 million, or 4%; gross margin fell to 26.4% from 27.5%.

View
Proposed Sales
Value
$1.0M
Shares
2.1K
Filed
Mar 5, 2025
View
Earnings & Events
Webcasts
Last webcast
Oct 27, 2026
View
Investor Relations
Latest news
Watsco Reports Record Third Quart…
Published
Oct 27, 2026
View

Performance

5D 20D 120D MTD YTD
WSO +1.4% +4.2% -19.3% +1.6% -8.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -1.2% +5.4% -19.8% +1.8% -19.1%

Capital returns

Latest dividend
$3.30 / share · ex Oct 16, 2026
Raised 10%
Paid (TTM)
$12.90 / share · 4 payouts
Dividend yield (TTM, derived)
4.18%
Full dividend history
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) 640 filings 572 filers Visit website Investor relations