WSO-BWatsco, Inc.
Price
-24%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, price roughly fair, growth fading, the market undecided.
Watsco, Inc. and its subsidiaries (collectively, “Watsco,” the “Company”, or “we,” “us,” or “our”) was incorporated in Florida in 1956 and is the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies (“HVAC/R”) in the HVAC/R distribution industry in North America. At December 31, 2025, we operated from 695 locations in 43 U.S. States, Canada, Mexico and Puerto Rico with additional market coverage on an export basis to portions of Latin America and the Caribbean, through which we serve more than 130,000 active contractors that service the replacement and new construction markets.
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Watsco, Inc. (WSO-B) reported revenue of $1.53B in Q1 2026 (quarter ended Mar 31, 2026), up 0.1% from the same quarter a year earlier. That came with a gross margin of 28% and net income of $79M (5.2% of revenue). For the full year FY2025, revenue was $7.24B (−5.0% year on year) and net income $497M. Its largest region in Q1 2026 was US at $1.40B, 91% of the disclosed total, well ahead of Latin America and Caribbean at 4.6%. The next results filing is expected around Oct 28, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 17, 2026On September 12, 2026, Watsco, Inc., a Florida corporation (the “Company”), entered into an agreement and plan of merger (the “Merger Agreement”) together with GGH Cornerstone Acquisition Corp. (“Merger Sub 1”), Cornerstone Acquisition GGH LLC (“Merger Sub 2”), BBH Granite Buyer, Inc. (“BBHGB”), Granite Group Holdings …Unregistered sale of equity · Form 8-K
- Jul 29, 2026Strong E-Commerce Sales Growth and Continued Operating Efficiency.Earnings release · press release
- Apr 29, 2026On April 23, 2026, Watsco, Inc., a Florida corporation (the “Company”), entered into an asset purchase agreement (the “Purchase Agreement”) together with Jackson Supply Company, a Texas corporation (“Seller”), Jackson Supply LLC, a Delaware limited liability company and wholly owned subsidiary of the Company …Unregistered sale of equity · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Mar 2026 · $1.53BThe company’s own SEC segment disclosure.
- US$1.40B91%
- Latin America and Caribbean$70.1M5%
- CA$67.4M4%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Industrial Distribution
Ranks #4 of 17 by RyuScore