WSO · Watsco Inc
$313.06
+1.46 (+0.47%)
At close · Aug 14
Market Cap
$12.76B
Shares
41.25M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$313.06
Open$310.48
Day$308.50–313.81
52W close$309.30–456.86
Avg vol 30d491K
Short int3.5M · 8.6% float · 5.7d
Short vol64%
Last earningsJul 29, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 7
Up next
Next earnings call
Oct 29, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 7, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Strong Sell
Momentum
Very Weak
Sentiment
Bearish
Fundamentals
Strong
Quant / Vol
High
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−17%
below
Price vs 50-day avg
−15%
below
RSI (14)
34
neutral
MACD trend
Negative
52-week position
3%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−16%
trailing
6-month return
−24%
trailing
YTD return
−7%
this year
Relative strength
−38%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $369 › 200d $378 — 200d above 50d
Institutional flow
Distributing
-1% holders QoQ · +92 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
8.57% of float · ▲ +4.4% MoM · 5.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
771 holders — mid 3-yr range
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
−5%
Y/Y
Gross margin
28%
expanding
EPS growth
−8%
Y/Y
Free cash flow
$535.1M
Valuation
P/E 26.5
below peers
Balance sheet
$187.4M
net cash
Quant / Vol
risk profile
Volatility
35%
annualized · 1-yr
Max drawdown
−32%
past year
ATR
4.0%
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
at least $2B
Sales on OnCallAir
· this year
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 Strong Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−17%
Bearish
Price vs 50-day avg
−15%
Bearish
RSI (14)
34
Neutral
MACD trend
Negative
Bearish
52-week position
3%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $369 › 200d $378 — 200d above 50d
Institutional flow
Distributing
-1% holders QoQ · +92 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
8.57% of float · ▲ +4.4% MoM · 5.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
771 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $309
Now $313 · 3%
Range high $457
vs 200-day avg -17%
vs 50-day avg -15%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Domestic locations | 650 | the second quarter | — |
|
|
|||
| E-commerce sales (12 months ended June 30, 2026) | $2.7B | 12 months ended June 30, 2026 | — |
| E-commerce sales as a percent of total sales | 37% | 12 months ended June 30, 2026 | — |
| Households presented unique quotes via OnCallAir | 342,000 | 12 months ended June 30, 2026 | — |
| Jackson Supply annualized sales | $230M | the second quarter | — |
| Jackson Supply locations | 25 | the second quarter | — |
| OnCallAir gross merchandise value (GMV) | $1.9B | 12 months ended June 30, 2026 | — |
|
|
|||
| Revenues (same-store basis) non-GAAP | 1% | Q2 FY2026 | — |
| Authenticated users of HVAC Pro+ Mobile Apps | 74,000 | Q1 2026 | — |
| Contractors, installers and technicians engaging digitally with the Company | 74,000 | Q1 2026 | — |
| E-commerce sales (12 months ended March 31, 2026) | 2.6B | 12 months ended March 31, 2026 | — |
| E-commerce sales as percent of total sales | 36% | 12 months ended March 31, 2026 | — |
| Households presented unique quotes via OnCallAir (12 months ended March 31, 2026) | 336,000 | 12 months ended March 31, 2026 | — |
| OnCallAir gross merchandise value | 394M | Q1 2026 | — |
| OnCallAir gross merchandise value (12 months ended March 31, 2026) | 1.9B | 12 months ended March 31, 2026 | — |
| Dividend increase | 10% | April 2026 dividend | — |
| Domestic average selling price increase | 11% | fourth quarter 2025 | — |
| E-commerce sales | 2.5B | full-year 2025 | — |
| E-commerce sales as a percent of overall sales | 35% | full-year 2025 | — |
| Gross margin | 27.1% | fourth quarter 2025 | — |
| Gross margin expansion | 120 | full-year 2025 | — |
| HVAC equipment sales decline | 7% | full-year 2025 | — |
| Inventory | $1.4B | December 31, 2025 | — |
| Inventory decline | 30% | full-year 2025 | — |
| Non-U.S. markets sales decline | 10% | full-year 2025 | — |
| OnCallAir households presented quotes | 329,000 | full-year 2025 | — |
| Operating cash flow | $570M | full-year 2025 | — |
| Operating cash flow as a percent of net income | 97% | full-year 2025 | — |
| U.S. markets sales decline | 4% | full-year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WSO
this stock
Watsco Inc
|
$12.76B | -7.1% | -5.0% | 26.5 | 8.6% |
|
GWW
W.W. Grainger, Inc.
|
$62.30B | +31.1% | +4.5% | 33.7 | 2.3% |
|
FAST
Fastenal Co
|
$58.55B | +27.1% | +8.7% | 43.6 | 3.1% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$47.38B | +10.0% | +4.1% | — | 1.4% |
|
WCC
Wesco International Inc
|
$17.77B | +47.8% | +2.2% | 25.2 | 3.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WSO | -5.2% | -15.8% | -24.0% | +1.2% | -7.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -5.6% | -20.3% | -37.7% | -2.7% | -20.9% |
Capital returns
Latest dividend
$3.30
/ share · ex Jul 16, 2026
Paid (TTM)
$12.60
/ share · 4 payouts
Dividend yield (TTM, derived)
4.02%
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)
725 filings
700 filers
Visit website
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