Watsco, Inc. (WSO) Stock: Price, Forecast & Analyst Target
Watsco, Inc. (WSO) — MoonshotScore 66/100 (Strong band), calculated Oct 5, 2026. Price $297.47 (-1.22%), as of the Oct 2, 2026 trading session; market cap $12.3B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 26.50× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Watsco, Inc. · WSO · NYSE · Industrials · Industrial - Distribution
Research dated 2026-09-13: Watsco distributes heating, air-conditioning and refrigeration equipment, replacement parts and job supplies to contractors and dealers rather than manufacturing systems for sale to consumers. The case now depends on whether modest sales improvement can translate into firmer gross profit, earnings and cash conversion.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Watsco (WSO)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and a strong balance sheet, but weak growth. Business Quality: Solid; Financial Safety: Fortress; Valuation: Fair; Growth Durability: Fading; Momentum: Slipping.
- quarterly revenue $2.10B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 2 of 8
- Altman Z 7.37 · Piotroski F 5
Holding back: soft growth, weak price trend
Helping: business quality, balance-sheet strength
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong | |
| 66 | Strong |
The score was 66 in the stored Oct 4, 2026 snapshot and remains 66 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +4; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $297.47 | |
| Change on the day | -1.22% | |
| 52-week range | $295.75–$459.00 | |
| Market capitalisation | $12.3B | |
| Price / earnings (trailing) | 25.69 | |
| Shares traded on the day | 420.5K | |
| Beta (volatility vs the S&P 500) | 1.04 | |
| Dividends per share (last 12 months) | $12.60 | |
| Dividend yield (last 12 months) | 4.24% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Chronological order, not a duration scale. The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Watsco (WSO): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 11, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the WSO film — every key number, told as a short cinematic story
~2 min · open the film
What is Watsco (WSO), and what does it report?
Short answer · as of
Contractor and dealer purchases are the economic engine.
Research dated 2026-09-13.
Contractor and dealer purchases are the economic engine. Watsco supplies complete residential and light-commercial systems alongside compressors, coils, motors, refrigerants, thermostats, ductwork, tools and related materials across North America, Latin America and the Caribbean.
Reported revenue therefore captures a broad basket of equipment, replacement components and supplies serving replacement and new-construction work. It is a measure of distribution activity, not factory output or consumer installations, and results swing markedly across reporting periods.
What do the latest results show for Watsco (WSO)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $2.10B.
Research dated 2026-09-13.
The latest period brought slight sales growth against the comparable period, but gross profit, operating profit, net income and diluted earnings all declined. Selling and administrative expense rose while gross profit fell, creating the immediate mechanism behind the earnings contraction.
The preceding period was steadier, with revenue roughly unchanged and profit only modestly lower. Against expectations, however, the latest release missed on revenue and earnings after the prior release exceeded estimates, extending an uneven record of surprises.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $2.10B Jun 30, 2026
- Latest quarter · SG&A
- $348.99M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $238.37M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $2.10B | Not available | $348.99M | $238.37M |
| Mar 31, 2026 | $1.53B | Not available | $322.85M | $110.18M |
| Dec 31, 2025 | $1.58B | Not available | $332.64M | $95.79M |
| Sep 30, 2025 | $2.07B | Not available | $343.65M | $234.76M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $2.10B Jul 29, 2026
- Latest report · revenue estimate
- $2.14B Jul 29, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 29, 2026
- Latest report · EPS vs estimate
- Below estimate Jul 29, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 29, 2026 | $2.10B | $2.14B | $4.0000 | $4.4100 |
| Apr 28, 2026 | $1.53B | $1.49B | $1.8700 | $1.7300 |
| Feb 17, 2026 | $1.58B | $1.62B | $1.6800 | $1.8800 |
| Oct 29, 2025 | $2.07B | $2.17B | $3.9800 | $4.4400 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $2.10B | $163M | $4.05 (diluted) |
| Q1 FY2026 | $1.53B | $79M | $1.87 (diluted) |
| Q4 FY2025 | $1.58B | $72M | $1.68 (diluted) |
| Q3 FY2025 | $2.07B | $162M | $3.98 (diluted) |
What are the financial strengths and risks for Watsco (WSO)?
Short answer
Cash and short-term investments were $464.19M at the Jun 30, 2026 balance-sheet date. Operating cash flow was −$2.53M for the quarter ended Jun 30, 2026, meaning operations used cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Cash and recorded investments together exceed total debt, although cash and short-term investments alone do not. Strong current liquidity, low debt relative to equity and a favorable distress screen give Watsco room to absorb operating volatility.
Cash conversion is the pressure point. Operating cash flow remained negative across the latest reporting periods despite positive earnings, cash and short-term investments declined across the reported window, and earlier periods show that cash generation has arrived in large bursts rather than evenly. Capital expenditure has stayed modest, so sustained weakness in operating cash flow would matter more than spending on fixed assets.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- −$2.53M Jun 30, 2026
- Previous quarter · operating cash flow
- −$18.90M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | −$2.53M | −$8.94M |
| Mar 31, 2026 | −$18.90M | −$6.96M |
| Dec 31, 2025 | $399.77M | −$10.84M |
| Sep 30, 2025 | $354.94M | −$8.51M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Watsco (WSO)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-13.
The upcoming earnings release needs to show whether sales can advance without another decline in gross profit and operating profit. Revenue and earnings relative to expectations also matter because the latest miss followed a mixed sequence of beats and misses.
Operating cash flow should be read alongside profit. A return to positive cash generation and stabilization in cash holdings would indicate that reported earnings are converting more effectively, while another cash outflow would deepen the recent divergence. Longer-range analyst estimates assume continued revenue and earnings expansion, making execution against near-term expectations an important checkpoint.
How does Watsco compare with its peers?
Short answer
Watsco's score ranks 5th of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Watsco is neither a pure equipment manufacturer nor a general industrial distributor. Its catalog connects complete climate-control systems with the replacement components and installation supplies contractors need around the same jobs, while plumbing and bathroom-remodeling products add a smaller adjacent category.
That breadth links sales to contractor purchasing across replacement and new-construction markets rather than to a lone product cycle. Financially, the model combines modest operating margins and limited capital expenditure with pronounced swings in operating cash flow, a pattern that makes distribution execution and cash conversion especially informative.
| Company | Price | Market value | Score |
|---|---|---|---|
| $334.57 Oct 5, 2026 | $18.6B | 83 5-pillar Oct 5, 2026 | |
| $233.07 Oct 2, 2026 | $17.2B | 78 5-pillar Oct 5, 2026 | |
| $329.34 Oct 2, 2026 | $13.3B | 76 5-pillar Oct 5, 2026 | |
| $75.78 Oct 5, 2026 | $13.0B | 71 5-pillar Oct 5, 2026 | |
| Watsco (WSO) — this page | $297.47 | $12.3B | 66 |
| $208.07 Oct 5, 2026 | $18.6B | 62 5-pillar Oct 5, 2026 | |
| $12.06 Date unavailable | $12.5B | — Model unavailable | |
| $351.81 Date unavailable | $13.0B | — Model unavailable | |
| $381.73 Date unavailable | $18.6B | — Model unavailable | |
| $41.35 Date unavailable | $7.74B | — Model unavailable | |
| $130.21 Date unavailable | $7.27B | — Model unavailable | |
| $159.91 Date unavailable | $5.83B | — Model unavailable | |
| $88.44 Date unavailable | $3.86B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $330.00 – $485.00
- Consensus target
- $405.00
- Median target
- $402.50
Consensus record · Captured .
Measured against a quoted price of $297.47 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Most recent available transactions
- Transactions
- 12
- Identified insiders
- 8
- Purchases
- 0
- Sales
- 1
- Other transactions
- 11
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 796 Period end Jun 30, 2026
- Previous quarter · holders
- 782 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 4,192,919 |
| Capital International Investors | 3,485,525 |
| Capital Research Global Investors | 1,902,230 |
| Vanguard Portfolio Management LLC | 1,770,531 |
| Fmr LLC | 1,705,273 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Watsco (WSO)?
Watsco Industrials Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Is Watsco an air-conditioning manufacturer?
Watsco is a distributor to contractors and dealers. It sells complete heating, air-conditioning and refrigeration systems together with replacement parts, installation materials and related supplies.
What does Watsco sell to heating and cooling contractors?
The assortment ranges from ducted and ductless systems, furnaces and commercial equipment to compressors, coils, motors, refrigerants, thermostats, ductwork, tools and ancillary job supplies. That mix lets contractor purchases span system replacement, repair and installation needs.
Why can Watsco show profit while operating cash flow is negative?
Recent periods paired positive net income with operating cash outflows, while earlier periods produced substantial cash inflows. The divergence means reported profit and cash conversion must be evaluated separately rather than assumed to move together.
Is Watsco dependent only on new heating and cooling construction?
Watsco serves contractors in replacement and new-construction markets. Its complete systems, replacement components and repair supplies mean demand is not confined to newly built properties.
What is the WSO stock price today?
The last price recorded on this page for Watsco, Inc. (WSO) is $297.47, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the WSO price target?
The analyst consensus price target for Watsco, Inc. (WSO) is $405.00 (range $330.00 to $485.00, median $402.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does WSO pay a dividend?
Yes. Watsco, Inc. (WSO) shows a trailing 12-month dividend yield of 4.24%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | 2665 S Bayshore DR, STE 901, Coconut Grove, FL, 33133 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "2665 South Bayshore Drive, Miami, FL, 33133, US". The FMP company description names Miami, Florida as the headquarters; this page uses the address in this row. |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $297.47 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T13:05:50.826Z. | |
px.change | Change on the day | -1.22% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.3B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-05T13:05:29.727Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$3.68 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $2.10B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $295.75–$459.00 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 25.69 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 420.5K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.04 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Albert H. Nahmad | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 7,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.28B, net result $418.95M; FY2022 revenue $7.27B, net result $601.17M; FY2023 revenue $7.28B, net result $536.34M; FY2024 revenue $7.62B, net result $536.29M; FY2025 revenue $7.24B, net result $496.99M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 27.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $2.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $348.99M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $238.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $1.53B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $322.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $110.18M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $1.58B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $332.64M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $95.79M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $2.07B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $343.65M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $234.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-29.revenue_actual | Revenue · reported — report date 2026-07-29 | $2.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.revenue_estimated | Revenue · estimate — report date 2026-07-29 | $2.14B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_actual | EPS · reported — report date 2026-07-29 | $4.0000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_estimated | EPS · estimate — report date 2026-07-29 | $4.4100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_actual | Revenue · reported — report date 2026-04-28 | $1.53B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_estimated | Revenue · estimate — report date 2026-04-28 | $1.49B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_actual | EPS · reported — report date 2026-04-28 | $1.8700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_estimated | EPS · estimate — report date 2026-04-28 | $1.7300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.revenue_actual | Revenue · reported — report date 2026-02-17 | $1.58B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.revenue_estimated | Revenue · estimate — report date 2026-02-17 | $1.62B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.eps_actual | EPS · reported — report date 2026-02-17 | $1.6800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-17.eps_estimated | EPS · estimate — report date 2026-02-17 | $1.8800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $2.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $2.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $3.9800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $4.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $464.19M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | −$2.53M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $193.90M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $535.27M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 3.78× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | −$2.53M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$18.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$8.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$6.96M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $399.77M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$10.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $354.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$8.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $330.00 – $485.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $405.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $402.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 12 transactions · 0 purchases, 1 sales, 11 other transactions · 8 identified insiders · most recent available transactions | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 796 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 782 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 4,192,919 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital International Investors — shares in provider snapshot | 3,485,525 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Capital Research Global Investors — shares in provider snapshot | 1,902,230 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 1,770,531 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Fmr LLC — shares in provider snapshot | 1,705,273 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 2 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-29 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 7.37 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 26.50× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $464.19M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $12.60 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 4.24% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-29.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.10B) with the recorded estimate ($2.14B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-29.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($4.0000) with the recorded estimate ($4.4100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 66 of 100 · Strong · pillars 76 / 81 / 60 / 33 / 31 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 66 (stored snapshot Oct 4, 2026) → 66 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-29.revenue_actual,earn.history.depth.2026-07-29.revenue_estimated,earn.history.depth.2026-07-29.revenue_actual.comparison,earn.history.depth.2026-07-29.eps_actual.comparison,earn.history.depth.2026-07-29.eps_actual,earn.history.depth.2026-07-29.eps_estimated,earn.history.depth.2026-04-28.revenue_actual,earn.history.depth.2026-04-28.revenue_estimated,earn.history.depth.2026-04-28.eps_actual,earn.history.depth.2026-04-28.eps_estimated,earn.history.depth.2026-02-17.revenue_actual,earn.history.depth.2026-02-17.revenue_estimated,earn.history.depth.2026-02-17.eps_actual,earn.history.depth.2026-02-17.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Industrials / Industrial - Distribution The company's SEC filings classify it under SIC 5070 — Wholesale-Hardware & Plumbing & Heating Equipment & Supplies. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-29 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $535.27M; Liquidity basis: cash and short-term investments; Total liabilities: $1.61B; Cash and short-term investments: $464.19M; Cash and investments: $658.10M; Long-term investments: $193.90M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $658.10M; Cash and short-term investments: $464.20M; Long-term investments: $193.90M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $464.20M; Decline: $85.80M; Opening balance: $550.00M; Average change per period: $12.30M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$71.10M; Total debt: $535.30M; Cash and investments: $464.20M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.45; Current ratio: 3.2; Debt to equity: 0.18; Net margin: 6.5%; Gross margin: 27.9%; Operating margin: 9.3%; Return on assets: 9.4%; Return on equity: 16.8% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 7.63; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-28; EPS estimate: $4.15 per share; Revenue estimate: $2.20B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold WSO
Funds in our ETF coverage that list WSO among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) | 0.88% |