Watsco Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Watsco ha aumentado sus beneficios a una tasa media anual de 3.1%, mientras que los beneficios de la industria de Trade Distributors han experimentado un crecimiento de 5.9% anual. Los ingresos han ido creciendo a una tasa media de 3.5% al año. La rentabilidad financiera de Watsco es de 16.1%, y sus márgenes netos son de 6.1%.
Información clave
3.06%
Tasa de crecimiento de los beneficios
1.35%
Tasa de crecimiento del BPA
| Crecimiento de la industria Trade Distributors | 23.44% |
| Tasa de crecimiento de los ingresos | 3.55% |
| Rentabilidad financiera | 16.14% |
| Margen neto | 6.09% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Aug 05
Watsco: Transient Headwinds, Good Long Term Opportunity
Summary Watsco, Inc. (WSO) is rated a buy after a post-earnings pullback, with normalization post-A2L transition expected to drive recovery. Watsco's gross margin contraction is seen as transient, with mix improvement and pricing initiatives targeting medium-term margin expansion. Digital ecosystem adoption and underpenetrated high-margin parts/supplies sales provide a runway for market share gains and margin upside. Watsco offers a 4%+ dividend yield, double-digit EPS growth potential, and trades at a discount to industrial distribution peers. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 31
WSO: Future Returns Will Reflect Margin Recovery And Seasonal Demand Support
Watsco's analyst price target has been revised lower by about $13 to reflect updated views on gross margin pressure following recent earnings, partly balanced by expectations that upcoming seasonal demand and prior equipment volume trends could support results. Analyst Commentary Recent research on Watsco highlights a mix of optimism on long term demand drivers and caution around near term execution, especially on pricing and margins.
Actualización de narrativa • Jul 15
WSO: Higher Rates And Housing Risk Will Balance Dividend And Expansion Potential
The analyst price target for Watsco has been revised from $370 to $385, reflecting updated views from recent research in which analysts highlight potential positive volume trends and pricing support over the coming years, while also noting that higher interest rates could limit how attractive the stock appears relative to its dividend yield. Analyst Commentary Recent research on Watsco presents a mixed picture, with some firms lifting price targets while keeping ratings neutral.Actualización de narrativa • Jul 01
WSO: Higher Rates And Rich Multiple Will Pressure Dividend Appeal
The analyst fair value estimate for Watsco has increased from $362 to $370, as analysts factor in expectations for healthier volume trends, pricing support, and a higher assumed future P/E multiple. They also acknowledge that higher interest rates could weigh on housing activity and reduce the appeal of its dividend yield.Artículo de análisis • Jun 21
Watsco (WSO) Stock Could Be 5.3% Undervalued as Momentum Meets Valuation Questions
Recent trading in Watsco (WSO) has put the air conditioning and heating distributor back on investor watchlists, as the stock’s returns over the past month and past 3 months stand out in a mixed market. See our latest analysis for Watsco. At a share price of $401.04, Watsco’s recent momentum, including a 1 month share price return of 6.9% and 3 month share price return of 4.1%, contrasts with a 1 year total shareholder return that is down 2.0%, even though the 5 year total shareholder return...
Actualización de narrativa • Jun 17
WSO: Sunbelt Expansion And Dividend Yield Will Support Future P/E Rebound
Analysts held their fair value estimate for Watsco at $485.00 while updating assumptions around growth, margins, and future P/E, citing a mix of expected positive volume trends, ongoing price and mix support in 2027, and the potential for higher interest rates to weigh on housing activity and the appeal of the dividend yield. Analyst Commentary Recent Street research on Watsco highlights a split view, with some bullish analysts pointing to volume growth and pricing support, while others flag interest rates and housing activity as key watchpoints for the stock.Actualización de narrativa • Jun 02
WSO: Pullback Will Set Up Fuller Future P/E And Dividend Appeal
Analysts have lifted their Watsco fair value estimate by $10 to $485, citing updated assumptions on revenue growth, profit margins, and future P/E that are consistent with recent price target increases and the view that the stock's recent pullback was an overreaction. Analyst Commentary Bullish analysts are pointing to the recent US$10 price target lift to US$485 as a signal that their core assumptions on revenue, margins, and future P/E still support upside from current levels, even after the stock's pullback.Artículo de análisis • May 16
Watsco's (NYSE:WSO) Weak Earnings May Only Reveal A Part Of The Whole Picture
Last week's earnings announcement from Watsco, Inc. ( NYSE:WSO ) was disappointing to investors, with a sluggish profit...Actualización de narrativa • May 06
WSO: Future Returns Will Reflect Peer Multiple Support And Home Depot Risks
Analysts have nudged the Watsco price target higher by about $8 to roughly $424, citing updated assumptions for revenue growth, profit margins and peer valuations, even as they apply a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research around Watsco centers on valuation resets and how the stock trades relative to peers, especially after updates around large retail partners.Actualización de narrativa • Apr 21
WSO: Home Depot Deal Uncertainty Will Pressure Rich Dividend-Focused Sentiment
Analysts have raised their price targets on Watsco to a range of $400 to $425, reflecting updated assumptions on discount rates, modestly higher revenue growth, and slightly stronger profit margins, while some see the recent pullback as an overreaction to the Home Depot deal. Analyst Commentary Recent commentary around Watsco has centered on how the Home Depot agreement and shifting peer valuations filter into expectations for the stock.Actualización de narrativa • Apr 06
WSO: Home Depot Partnership Reaction And Dividend Policy Will Shape Future Sentiment
Watsco's analyst price target has moved from an implied fair value of $335.92 to $362.00, as analysts factor in higher peer valuations, updated discount rates and P/E assumptions, and recent commentary that the 9% pullback following the Home Depot deal may have been an overreaction. Analyst Commentary Recent research has centered on how Watsco's valuation compares with peers and how to interpret the share move following the Home Depot partnership announcement.Actualización de narrativa • Mar 23
WSO: Future Upside Will Emerge As Peer Multiple Support Strengthens
Analysts have lifted the Watsco price target by about $8, citing higher peer valuations and updated assumptions on growth, margins, discount rate, and future P/E as the main drivers of the change. Analyst Commentary Recent Street research on Watsco shows a mix of optimism and caution, with several price targets adjusted and ratings held at Neutral.Actualización de narrativa • Mar 09
WSO: Peer Repricing And Higher Dividend Will Support Fuller Future P/E Multiple
Analysts have raised their price targets on Watsco to a range of about $400 to $425, citing higher peer valuations and updated assumptions on discount rate, revenue growth, profit margin and future P/E in their models. Analyst Commentary Recent research updates on Watsco highlight a mix of views, with some price targets raised into the $400 to $425 range and others trimmed.Actualización de narrativa • Feb 23
WSO: Peer Repricing And Dividend Increase Will Support Fuller Future P/E Multiple
Narrative Update on Watsco Our analyst price target for Watsco has been revised to $475 from $450. This reflects updated assumptions on growth, margins, and future P/E in the context of recent Street price target moves, where analysts have adjusted their views while citing shifts in peer valuations.Actualización de narrativa • Feb 09
WSO: Mixed Street Views Will Shape Future P/E And Margin Expectations
Narrative Update Overview The updated analyst price target for Watsco reflects offsetting moves, with one firm lifting its target by $10 and another cutting by $90, as analysts reassess the company’s revenue growth, margins, discount rate, and assumed future P/E multiple. Analyst Commentary Recent research on Watsco reflects a split view, with some bullish analysts focusing on upside potential while others lean more cautious.Actualización de narrativa • Jan 25
WSO: Mixed Street Views Will Set Stage For Future Premium P/E
Analysts now set their fair value estimate for Watsco at $450, down $10 from $460. This reflects updated views on its long term P/E assumption, modest tweaks to revenue growth and margin forecasts, and the mixed shifts in recent price targets from firms on the Street.Actualización de narrativa • Jan 11
WSO: Softer HVAC Surveys May Set Stage For Future Rebound
Analysts have trimmed their fair value estimate for Watsco to about $460 from around $550, citing softer HVAC survey readings that point to potential earnings pressure over the next couple of quarters and a less robust outlook for revenue growth and margins. At the same time, they are applying a higher discount rate and assuming a richer future P/E multiple.Actualización de narrativa • Dec 26
WSO: Long-Term Upside Will Emerge As Southern Demand Headwinds Ease
Analysts modestly lowered their price target on Watsco to approximately $406.60 per share from prior expectations of stronger upside, citing softer HVAC demand, rising earnings risk over the next two quarters, and tighter profit margins, despite a slightly lower discount rate and a higher assumed future valuation multiple. Analyst Commentary Recent commentary from Street research has turned more cautious on Watsco, with sentiment shifting toward a wait and see stance ahead of upcoming quarterly results.Actualización de narrativa • Dec 12
WSO: Long-Term Fundamentals Will Outweigh Near-Term Southern Demand And Earnings Pressures
Analysts have trimmed their price target on Watsco by about 1 percent, or roughly $2. This reflects a slightly higher discount rate and modestly lower fair value assumptions amid increased near term earnings risk.Actualización de narrativa • Nov 28
WSO: Long-Term Fundamentals Will Offset Near-Term Demand Weakness In South
Analysts have lowered their fair value price target for Watsco from $415.60 to $408.90. This change is attributed to ongoing demand risks and softer earnings projections reflected in recent research updates.Artículo de análisis • Nov 11
Watsco, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Watsco, Inc. ( NYSE:WSO ) just released its latest quarterly report and things are not looking great. Results look to...Actualización de narrativa • Nov 09
WSO: Market Position And Efficiency Initiatives Will Support Long-Term Upside
Analysts have lowered their price target for Watsco from $437.80 to $415.60. They cite concerns over softer HVAC demand and increased earnings risk in the coming quarters.Actualización de narrativa • Oct 26
Earnings Risk And Weaker Demand Trends Will Shape Future Outlook
Analysts have lowered their price target for Watsco, reducing it from $445 to $437.80. They cite recent survey data that signals weaker demand and a more challenging near-term outlook for the company.Actualización de narrativa • Oct 12
A2L Transition And HVAC Replacement Will Strengthen Future Prospects
Narrative Update on Watsco Price Target Analysts have lowered their price target for Watsco, reducing it from $450 to $425. They cite expectations of slower profit margin growth and slightly lower fair value estimates, even though there are improved revenue growth projections and a marginally lower discount rate.Artículo de análisis • Sep 29
Why You Should Care About Watsco's (NYSE:WSO) Strong Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Actualización de narrativa • Sep 28
A2L Transition And HVAC Replacement Will Strengthen Future Prospects
The decrease in Watsco’s consensus analyst price target is primarily driven by a modest reduction in its future P/E multiple, with fair value now set at $453.40. Valuation Changes Summary of Valuation Changes for Watsco The Consensus Analyst Price Target has fallen slightly from $464.45 to $453.40.Actualización de narrativa • Sep 13
A2L Transition And HVAC Replacement Will Strengthen Future Prospects
Watsco’s consensus Analyst Price Target saw a marginal decrease, reflecting minimal changes in both the company’s future P/E and discount rate, with fair value moving slightly from $468.64 to $464.45. What's in the News Watsco, Inc.Seeking Alpha • Mar 07
Watsco Is Primed For A Growth Acceleration, And I'm Buying More
Summary Watsco's Q4 results were exceptional, with record sales, expanded margins, and new customer growth, signaling strong future growth potential. The company benefits from long-term tailwinds, regulatory changes, and a strong moat, making it well-positioned for sustained demand and continued market share gains. Watsco's dividend increase by 11% and robust free cash flow growth underscore its commitment to delivering shareholder value and confidence in future performance. Despite potential risks like tariffs and economic uncertainty, Watsco's strategic positioning and operating leverage make it a buy for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Watsco: Primed For Market-Beating Returns Following Q3 Earnings
Summary Watsco reported mixed Q3 results, but sees a stabilizing HVAC equipment market and reason for optimism. The company expects pricing and volumes to increase due to new regulatory requirements. Watsco's moat is strong, and the company continues to take market share. The stock appears undervalued thanks to WSO's long-term free cash flow growth potential. I rate WSO as a buy. Read the full article on Seeking AlphaSeeking Alpha • Sep 21
Watsco: Good Growth Prospects, But Premium Valuation Limits Upside
Summary Watsco, Inc. is poised for growth due to technology investments, e-commerce expansion, and favorable HVAC/R industry trends driven by regulatory mandates and tax credits. Despite near-term margin headwinds from A2L refrigerant transition, long-term margins should benefit from higher-efficiency products and SG&A cost management. The stock trades at a significant premium, suggesting growth prospects are already priced in, leading to a neutral rating. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Watsco: Overoptimistic Margin Expectations
Summary Watsco is a market leader in the U.S. with a 12% market share with no disruption expected. Network effects create significant barriers to entry, and the industry will continue its consolidation into fewer distributors of HVAC products. The current CEO has led Watsco for 51 years and owns 11.2% of the company. Analyst estimates are too optimistic. Margins might decrease as inflation eases due to the first-in first-out accounting method used. I consider WSO stock to be overvalued by 23%, but will keep it in my watchlist due to its high quality. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Watsco. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 7,284 | 443 | 1,303 | 0 |
| 31 Mar 26 | 7,241 | 462 | 1,293 | 0 |
| 31 Dec 25 | 7,239 | 464 | 1,293 | 0 |
| 30 Sep 25 | 7,414 | 487 | 1,302 | 0 |
| 30 Jun 25 | 7,508 | 496 | 1,287 | 0 |
| 31 Mar 25 | 7,584 | 494 | 1,269 | 0 |
| 31 Dec 24 | 7,618 | 499 | 1,256 | 0 |
| 30 Sep 24 | 7,468 | 486 | 1,235 | 0 |
| 30 Jun 24 | 7,434 | 485 | 1,227 | 0 |
| 31 Mar 24 | 7,298 | 477 | 1,208 | 0 |
| 31 Dec 23 | 7,284 | 499 | 1,186 | 0 |
| 30 Sep 23 | 7,262 | 551 | 1,178 | 0 |
| 30 Jun 23 | 7,171 | 535 | 1,180 | 0 |
| 31 Mar 23 | 7,301 | 549 | 1,192 | 0 |
| 31 Dec 22 | 7,274 | 550 | 1,189 | 0 |
| 30 Sep 22 | 7,205 | 493 | 1,183 | 0 |
| 30 Jun 22 | 6,952 | 478 | 1,144 | 0 |
| 31 Mar 22 | 6,668 | 434 | 1,095 | 0 |
| 31 Dec 21 | 6,280 | 382 | 1,030 | 0 |
| 30 Sep 21 | 5,923 | 352 | 954 | 0 |
| 30 Jun 21 | 5,677 | 321 | 893 | 0 |
| 31 Mar 21 | 5,183 | 270 | 820 | 0 |
| 31 Dec 20 | 5,055 | 246 | 807 | 0 |
| 30 Sep 20 | 4,973 | 239 | 804 | 0 |
| 30 Jun 20 | 4,831 | 218 | 797 | 0 |
| 31 Mar 20 | 4,847 | 220 | 800 | 0 |
| 31 Dec 19 | 4,770 | 226 | 775 | 0 |
| 30 Sep 19 | 4,689 | 228 | 760 | 0 |
| 30 Jun 19 | 4,590 | 224 | 747 | 0 |
| 31 Mar 19 | 4,551 | 224 | 737 | 0 |
| 31 Dec 18 | 4,547 | 223 | 735 | 0 |
| 30 Sep 18 | 4,520 | 226 | 724 | 0 |
| 30 Jun 18 | 4,453 | 213 | 707 | 0 |
| 31 Mar 18 | 4,396 | 199 | 702 | 0 |
| 31 Dec 17 | 4,342 | 191 | 693 | 0 |
| 30 Sep 17 | 4,291 | 178 | 684 | 0 |
| 30 Jun 17 | 4,303 | 177 | 683 | 0 |
| 31 Mar 17 | 4,241 | 168 | 677 | 0 |
| 31 Dec 16 | 4,221 | 168 | 669 | 0 |
| 30 Sep 16 | 4,211 | 165 | 668 | 0 |
| 30 Jun 16 | 4,147 | 161 | 661 | 0 |
| 31 Mar 16 | 4,156 | 161 | 658 | 0 |
| 31 Dec 15 | 4,113 | 159 | 654 | 0 |
| 30 Sep 15 | 4,086 | 157 | 649 | 0 |
Ingresos de calidad: WSO tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(6.1%) de WSO son inferiores a los del año pasado (6.6%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de WSO han crecido un 3.1% al año en los últimos 5 años.
Acelerando crecimiento: WSO ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: WSO tuvo un crecimiento negativo de los beneficios (-10.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Trade Distributors (5.7%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de WSO (16.1%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 02:35 |
| Precio de las acciones al final del día | 2026/08/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Watsco, Inc. está cubierta por 29 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Manthey | Baird |
| Scott Davis | Barclays |
| Christopher Dankert | D.A. Davidson & Co. |