SURVYR

WSO

Watsco, Inc.
$301.04
−$4.29 (1.41%)Oct 27 close
IndustrialsS&P 400 CompareTechnicals
-21%-8%+5%+18%+31%Oct 2025Oct 2026Apr 202652w high $459.0052w low $277.34
WSOSPY
Wall St. Highest PT $433.00 (+43.8%) Wall St. Avg PT $349.90 (+16.2%)
$277$349$421$493$565POC $369Hi $433Avg $350
Underwater Drawdown %Max DD -38.2%Current -32.8%
0.0%-38.2%
Relative Strength vs SPY-27.9% vs SPYUnderperforming
+42%0%-42%
1W
−$0.81 (0.27%)
1M
−$12.69 (4.05%)
3M
−$62.42 (17.17%)
6M
−$128.90 (29.98%)
YTD
−$24.15 (7.43%)
1Y
−$50.61 (14.39%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Hold
14 analysts · mean score 2.79
1 = Strong Buy · 5 = Sell
Strong Buy17%
Buy214%
Hold1071%
Underperform17%
Sell00%
Wall Street consensus
Analyst price targets
Current price$301.04
Average target$349.90
+$48.86 (+16.2%) upsideaverage target vs current price
CurrentAverageMedian
Low$315.00
Median$342.50
High$433.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-15 · Mizuho reiterated Neutral on WSO
Reiterated
2026-10-12 · Morgan Stanley reiterated Equal-Weight on WSO
Reiterated
2026-08-17 · Stephens & Co. reiterated Overweight on WSO
Reiterated
2026-07-30 · DA Davidson reiterated Neutral on WSO
Reiterated
2026-07-28 · Baird reiterated Outperform on WSO
Reiterated
2026-07-10 · Morgan Stanley reiterated Equal-Weight on WSO

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$12.5B
P/E (last 12 months)24.1
P/E (next 12 months, estimated)22.7
52-week range$277.34 – $459.00
Revenue growth (latest quarter vs a year ago)+2.1%
Dividend yield4.32%
Analyst consensusHold (10)
Average analyst price target$349.90 (+16%)

What they do

Watsco, Inc. 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.

Industrials · Industrial Distribution
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
21st percentile in sector
D
12-1 return: -15.7%
Percentile within its GICS sector across the S&P 1500.
Growth
15th percentile in sector
D-
Revenue growth (YoY): +2.1%
Percentile within its GICS sector across the S&P 1500.
Value
32nd percentile in sector
C-
Forward E/P: 4.5% · EBITDA/EV: 5.9%
Percentile within its GICS sector across the S&P 1500.
Profitability
48th percentile in sector
C+
Profit margin: +6.5% · Return on equity: +16.7%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

WSO earningsReported Oct 27, 2026▼ Below estimates
Results · Before the open
EPS actual$3.77
EPS estimate$4.09
Surprise−7.9%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Next report · quarter Sep 2026
Tue Oct 27, 2026Before the open
EPS consensus$1.94 range $1.29–$2.30
Revenue consensus$1.7B 11 analysts
Last 4 quarters · EPS vs estimate
Oct 27, 2026$3.77est $4.09−7.9%Below estimates
Jul 29, 2026$4.00est $4.39−8.8%Below estimates
Apr 28, 2026$1.87est $1.68+11.4%Above estimates
Feb 17, 2026$1.68est $1.89−11.1%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 18:23:56 ET
25-0225-0425-0725-1026-0226-0426-0726-100.004.83
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$2.1B+2.1%
2026-03-31$1.5B–
2025-12-31$1.6B–
2025-09-30$2.1B–
2025-06-30$2.1B–

Recent dividends

2026-10-16: $3.300 · 2026-07-16: $3.300 · 2026-04-16: $3.300 · 2026-01-16: $3.000 · 2025-10-16: $3.000 · 2025-07-16: $3.000 · 2025-04-15: $3.000 · 2025-01-17: $2.700

News & catalysts

More news
Watsco (WSO) files 8-K: material agreement
SEC 8-K · 2h ago
Watsco (WSO) Q3 2026 Earnings Call Transcript
Nasdaq · 4h ago
Watsco Q3 26 Earnings Conference Call At 10:00 AM ET
Nasdaq · 10h ago
Watsco, Inc. Profit Falls In Q3
Nasdaq · 11h ago
Watsco (WSO) files 8-K: results, Reg FD disclosure
SEC 8-K · 11h ago
Rating changes
Reiterated
2026-10-15 · Mizuho reiterated Neutral on WSO
Reiterated
2026-10-12 · Morgan Stanley reiterated Equal-Weight on WSO
Reiterated
2026-08-17 · Stephens & Co. reiterated Overweight on WSO
Reiterated
2026-07-30 · DA Davidson reiterated Neutral on WSO
Reiterated
2026-07-28 · Baird reiterated Outperform on WSO
Reiterated
2026-07-10 · Morgan Stanley reiterated Equal-Weight on WSO

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:23:56 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026