View ValuationWatsco 将来の成長Future 基準チェック /16Watsco利益と収益がそれぞれ年間8.7%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.2% 8.3%なると予測されています。主要情報8.7%収益成長率8.28%EPS成長率Trade Distributors 収益成長13.1%収益成長率6.1%将来の株主資本利益率15.25%アナリストカバレッジGood最終更新日01 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 01Watsco Declares Quarterly Dividend on Each Outstanding Share of Its Common and Class B Common Stock, Payable on July 31, 2026Watsco, Inc. declared a regular quarterly cash dividend of $3.30 on each outstanding share of its Common and Class B common stock payable on July 31, 2026 to shareholders of record at the close of business on July 16, 2026.お知らせ • Apr 29Watsco, Inc. (NYSE:WSO) entered into an agreement to acquire Jackson Supply Company.Watsco, Inc. (NYSE:WSO) entered into an agreement to acquire Jackson Supply Company on April 28, 2026. Following closing, Jackson Supply will continue to be led by its existing management team, in keeping with Watsco's long-standing approach of investing in great leaders and successful cultures. For the period ending December 31, 2025, Jackson Supply Company reported total revenue of $230 million. The transaction is expected to close in the second quarter of 2026, pending completion of customary closing conditions.お知らせ • Apr 27Watsco, Inc., Annual General Meeting, Jun 01, 2026Watsco, Inc., Annual General Meeting, Jun 01, 2026. Location: corporate office, 2665 s. bayshore drive, suite 901, florida 33133, miami United Statesお知らせ • Apr 10Watsco, Inc. to Report Q1, 2026 Results on Apr 28, 2026Watsco, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026お知らせ • Apr 01Watsco, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2026Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.30 on each outstanding share of its Common and Class B common stock payable on April 30, 2026 to shareholders of record at the close of business on April 16, 2026. This marks a 10% increase to an annual rate of $13.20 per share.お知らせ • Feb 18Watsco, Inc. Approves Increase in Annual Dividend on its Common and Class B Common StockWatsco, Inc. announced that its Board of Directors approved a 10% increase in its annual dividend to $13.20 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2026.お知らせ • Jan 31Watsco, Inc. to Report Q4, 2025 Results on Feb 17, 2026Watsco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026お知らせ • Jan 02Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 30, 2026Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on January 30, 2026 to shareholders of record at the close of business on January 16, 2026.お知らせ • Oct 13Watsco, Inc. to Report Q3, 2025 Results on Oct 29, 2025Watsco, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025お知らせ • Oct 01Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on October 31, 2025Watsco, Inc.'s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on October 31, 2025 to shareholders of record at the close of business on October 16, 2025.お知らせ • Jul 18Watsco, Inc. to Report Q2, 2025 Results on Jul 30, 2025Watsco, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025お知らせ • Jul 02Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on July 31, 2025Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on July 31, 2025 to shareholders of record at the close of business on July 16, 2025.お知らせ • May 06Watsco, Inc. (NYSE:WSO) acquired Southern Ice Equipment Distributors, Inc.Watsco, Inc. (NYSE:WSO) acquired Southern Ice Equipment Distributors, Inc. on May 5, 2025. Watsco, Inc. (NYSE:WSO) completed the acquisition of Southern Ice Equipment Distributors, Inc. on May 5, 2025.お知らせ • Apr 28Watsco, Inc., Annual General Meeting, Jun 02, 2025Watsco, Inc., Annual General Meeting, Jun 02, 2025. Location: 2665 s. bayshore drive, suite 901, miami, florida 33133, United Statesお知らせ • Apr 01Watsco Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on April 30, 2025Watsco, Inc.’s announced that Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on April 30, 2025 to shareholders of record at the close of business on April 15, 2025. This marks an 11% increase to an annual rate of $12.00 per share.お知らせ • Feb 18Watsco, Inc. Approves Increase in Annual DividendWatsco, Inc.’s Board of Directors board declared 11% increase in its annual dividend to $12.00 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2025.お知らせ • Jan 30Watsco, Inc. to Report Q4, 2024 Results on Feb 18, 2025Watsco, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025お知らせ • Jan 02Watsco, Inc. Declares Quarterly Dividend on Common and Class B Common Stock, Payable on January 31, 2025Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on January 31, 2025 to shareholders of record at the close of business on January 17, 2025.Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$4.22 (vs US$4.36 in 3Q 2023)Third quarter 2024 results: EPS: US$4.22. Revenue: US$2.16b (up 1.6% from 3Q 2023). Net income: US$171.0m (up 7.5% from 3Q 2023). Profit margin: 7.9% (up from 7.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe.お知らせ • Oct 15Watsco, Inc. to Report Q3, 2024 Results on Oct 23, 2024Watsco, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 23, 2024Declared Dividend • Oct 03Second quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 16th October 2024 Payment date: 31st October 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 01Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on October 31, 2024Watsco, Inc. Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on October 31, 2024 to shareholders of record at the close of business on October 16, 2024.Buy Or Sell Opportunity • Sep 11Now 21% overvaluedOver the last 90 days, the stock has fallen 8.1% to €415. The fair value is estimated to be €343, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Aug 06Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €432. The fair value is estimated to be €354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$4.82 (vs US$4.43 in 2Q 2023)Second quarter 2024 results: EPS: US$4.82 (up from US$4.43 in 2Q 2023). Revenue: US$2.14b (up 6.8% from 2Q 2023). Net income: US$181.4m (up 13% from 2Q 2023). Profit margin: 8.5% (up from 8.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 22Watsco, Inc. to Report Q2, 2024 Results on Jul 30, 2024Watsco, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024Declared Dividend • Jul 08First quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 16th July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 01Watsco, Inc. Declares Quarterly Dividend, Payable on July 31, 2024Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on July 31, 2024 to shareholders of record at the close of business on July 16, 2024.New Risk • May 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Apr 28Watsco, Inc., Annual General Meeting, Jun 03, 2024Watsco, Inc., Annual General Meeting, Jun 03, 2024, at 10:00 US Eastern Standard Time. Location: 2665 S. Bayshore Drive, Suite 901 Miami Florida United States Agenda: To elect one director and for holders of Class B common stock to elect two directors; to consider and vote on the advisory resolution regarding the compensation of named executive officers; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the 2024 fiscal year; and to consider any other business that is properly presented at the meeting or any adjournments thereof.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$2.35 (vs US$2.84 in 1Q 2023)First quarter 2024 results: EPS: US$2.35 (down from US$2.84 in 1Q 2023). Revenue: US$1.56b (flat on 1Q 2023). Net income: US$87.0m (down 15% from 1Q 2023). Profit margin: 5.6% (down from 6.6% in 1Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.お知らせ • Apr 09Watsco, Inc. to Report Q1, 2024 Results on Apr 24, 2024Watsco, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 24, 2024Declared Dividend • Apr 03Fourth quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 12th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 02Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on April 30, 2024Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on April 30, 2024 to shareholders of record at the close of business on April 15, 2024.Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary & Director Barry Logan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$13.72 (vs US$15.46 in FY 2022)Full year 2023 results: EPS: US$13.72 (down from US$15.46 in FY 2022). Revenue: US$7.28b (flat on FY 2022). Net income: US$499.4m (down 9.2% from FY 2022). Profit margin: 6.9% (down from 7.6% in FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.Reported Earnings • Feb 14Full year 2023 earnings released: EPS: US$14.68 (vs US$15.46 in FY 2022)Full year 2023 results: EPS: US$14.68 (down from US$15.46 in FY 2022). Revenue: US$7.28b (flat on FY 2022). Net income: US$536.3m (down 2.4% from FY 2022). Profit margin: 7.4% (down from 7.6% in FY 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.お知らせ • Feb 13Watsco, Inc. Approves Annual DividendWatsco, Inc. announced that its Board of Directors approved a 10% increase in its annual dividend to $10.80 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2024.Buy Or Sell Opportunity • Feb 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.8% to €376. The fair value is estimated to be €311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.お知らせ • Feb 07Watsco, Inc. to Report Q4, 2023 Results on Feb 13, 2024Watsco, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 13, 2024Upcoming Dividend • Jan 09Upcoming dividend of US$2.45 per share at 2.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 84%. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.6%).お知らせ • Jan 02Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 31, 2024The Board of Directors of Watsco, Inc. has declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock, payable on January 31, 2024 to shareholders of record at the close of business on January 17, 2024.Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$0.004 (vs US$4.04 in 3Q 2022)Third quarter 2023 results: EPS: US$0.004. Revenue: US$2.13b (up 4.5% from 3Q 2022). Net income: US$159.1m (up 11% from 3Q 2022). Profit margin: 7.5% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe.お知らせ • Oct 07Watsco, Inc. to Report Q3, 2023 Results on Oct 19, 2023Watsco, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 19, 2023お知らせ • Oct 05Watsco, Inc. Declares Regular Quarterly Cash Dividend of Its Common and Class B Common Stock, Payable on October 31, 2023Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock payable on October 31, 2023 to shareholders of record at the close of business on October 17, 2023.お知らせ • Sep 06Watsco, Inc. (NYSE:WSO) acquired Plumbing and HVAC distribution business of Gateway Supply Company, Inc. for approximately $110 million.Watsco, Inc. (NYSE:WSO) entered into purchase agreement to acquire Plumbing and HVAC distribution business of Gateway Supply Company, Inc. for approximately $110 million on July 28, 2023. The consideration includes $4 million of the purchase price payable to Seller was paid in cash, and the balance was paid by delivery of an aggregate of 280,215 shares of the Company’s Common stock, par value $0.50 per share. Watsco, Inc. (NYSE:WSO) completed the acquisition of Plumbing and HVAC distribution business of Gateway Supply Company, Inc. on September 1, 2023.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$4.74 (vs US$4.94 in 2Q 2022)Second quarter 2023 results: EPS: US$4.74 (down from US$4.94 in 2Q 2022). Revenue: US$2.00b (down 6.1% from 2Q 2022). Net income: US$172.8m (down 1.3% from 2Q 2022). Profit margin: 8.6% (up from 8.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 12Watsco, Inc. to Report Q2, 2023 Results on Aug 01, 2023Watsco, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 01, 2023Upcoming Dividend • Jul 07Upcoming dividend of US$2.45 per share at 2.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Bob Moss was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.83 (vs US$2.91 in 1Q 2022)First quarter 2023 results: EPS: US$2.83 (down from US$2.91 in 1Q 2022). Revenue: US$1.55b (up 1.8% from 1Q 2022). Net income: US$102.7m (flat on 1Q 2022). Profit margin: 6.6% (down from 6.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 07Upcoming dividend of US$2.45 per share at 3.2% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$15.41 (vs US$10.83 in FY 2021)Full year 2022 results: EPS: US$15.41 (up from US$10.83 in FY 2021). Revenue: US$7.27b (up 16% from FY 2021). Net income: US$549.9m (up 44% from FY 2021). Profit margin: 7.6% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21Watsco, Inc. to Report Q4, 2022 Results on Feb 16, 2023Watsco, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023Upcoming Dividend • Jan 06Upcoming dividend of US$2.45 per shareEligible shareholders must have bought the stock before 13 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 60% and the cash payout ratio is 91%. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).お知らせ • Jan 04Watsco, Inc. Declares A Regular Quarterly Cash Dividend, Payable on January 31, 2023Watsco, Inc. declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock payable on January 31, 2023 to shareholders of record at the close of business on January 17, 2023.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$4.44 (vs US$3.64 in 3Q 2021)Third quarter 2022 results: EPS: US$4.44 (up from US$3.64 in 3Q 2021). Revenue: US$2.04b (up 14% from 3Q 2021). Net income: US$157.6m (up 23% from 3Q 2021). Profit margin: 7.7% (up from 7.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$5.42 (vs US$3.73 in 2Q 2021)Second quarter 2022 results: EPS: US$5.42 (up from US$3.73 in 2Q 2021). Revenue: US$2.13b (up 15% from 2Q 2021). Net income: US$192.6m (up 47% from 2Q 2021). Profit margin: 9.0% (up from 7.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Brian Keeley was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Brian Keeley was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$3.19 (vs US$1.43 in 1Q 2021)First quarter 2022 results: EPS: US$3.19 (up from US$1.43 in 1Q 2021). Revenue: US$1.52b (up 34% from 1Q 2021). Net income: US$113.3m (up 125% from 1Q 2021). Profit margin: 7.4% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.92 (vs US$1.43 in 1Q 2021)First quarter 2022 results: EPS: US$2.92 (up from US$1.43 in 1Q 2021). Revenue: US$1.52b (up 34% from 1Q 2021). Net income: US$103.0m (up 105% from 1Q 2021). Profit margin: 6.8% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.Upcoming Dividend • Apr 06Upcoming dividend of US$2.20 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 70% and the cash payout ratio is 91%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.8%). In line with average of industry peers (2.5%).Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$11.82 (up from US$7.03 in FY 2020). Revenue: US$6.28b (up 24% from FY 2020). Net income: US$418.9m (up 70% from FY 2020). Profit margin: 6.7% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 3.2%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.Upcoming Dividend • Jan 06Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%).Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board George Sape was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS US$3.98 (vs US$2.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.78b (up 16% from 3Q 2020). Net income: US$140.9m (up 45% from 3Q 2020). Profit margin: 7.9% (up from 6.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS US$3.72 (vs US$2.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.85b (up 37% from 2Q 2020). Net income: US$131.4m (up 64% from 2Q 2020). Profit margin: 7.1% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 30 July 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).Recent Insider Transactions • May 02Insider recently sold €1.3m worth of stockOn the 28th of April, Barry Logan sold around 6k shares on-market at roughly €243 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$1.56 (vs US$0.77 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.14b (up 13% from 1Q 2020). Net income: US$55.1m (up 105% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 April 2021. Payment date: 30 April 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.4%).Is New 90 Day High Low • Mar 16New 90-day high: €214The company is up 15% from a price of €186 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Trade Distributors industry, which is up 9.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$7.03 (vs US$6.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$5.05b (up 6.0% from FY 2019). Net income: US$246.4m (up 9.3% from FY 2019). Profit margin: 4.9% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 4.3%, compared to a 4.6% growth forecast for the Trade Distributors industry in Germany.Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$7.01 (vs US$6.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$5.05b (up 6.0% from FY 2019). Net income: US$246.4m (up 9.3% from FY 2019). Profit margin: 4.9% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 3.6%, compared to a 4.7% growth forecast for the Trade Distributors industry in Germany.Is New 90 Day High Low • Jan 21New 90-day high: €206The company is up 4.0% from its price of €198 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €173 per share.Is New 90 Day High Low • Nov 25New 90-day low: €187The company is down 9.0% from its price of €206 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €161 per share.Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.1% growth forecast for the Trade Distributors industry in Germany.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$2.77The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.54b (up 10% from 3Q 2019). Net income: US$97.3m (up 27% from 3Q 2019). Profit margin: 6.3% (up from 5.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$240.4m, up 5.6% from the prior year. Total revenue was US$4.97b over the last 12 months, up 6.0% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 2.5% at US$1.54b. Revenue is forecast to grow 2.4% over the next year, while the growth in Trade Distributors industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 21New 90-day low: €191The company is down 3.0% from its price of €197 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €76.49 per share.お知らせ • Oct 13Watsco, Inc. to Report Q3, 2020 Results on Oct 22, 2020Watsco, Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Oct 22, 2020お知らせ • Jul 17Watsco, Inc. to Report Q2, 2020 Results on Jul 23, 2020Watsco, Inc. announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Jul 23, 2020業績と収益の成長予測DB:WC3 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288,592586775814212/31/20278,043524609712612/31/20267,62448652560773/31/20267,241462694728N/A12/31/20257,239464535570N/A9/30/20257,414485517549N/A6/30/20257,508494394427N/A3/31/20257,584492460492N/A12/31/20247,618499743773N/A9/30/20247,468486661693N/A6/30/20247,434485781813N/A3/31/20247,298477679713N/A12/31/20237,284499526562N/A9/30/20237,262551442476N/A6/30/20237,171535377410N/A3/31/20237,301549591626N/A12/31/20227,274550536572N/A9/30/20227,205493354389N/A6/30/20226,952478307341N/A3/31/20226,668434257286N/A12/31/20216,280382324350N/A9/30/20215,923352460481N/A6/30/20215,677321336355N/A3/31/20215,183270437455N/A12/31/20205,055246518534N/A9/30/20204,973239496511N/A6/30/20204,831218512529N/A3/31/20204,847220307325N/A12/31/20194,770226N/A336N/A9/30/20194,689228N/A298N/A6/30/20194,590224N/A258N/A3/31/20194,551224N/A265N/A12/31/20184,547223N/A171N/A9/30/20184,520226N/A187N/A6/30/20184,453213N/A252N/A3/31/20184,396199N/A231N/A12/31/20174,342191N/A307N/A9/30/20174,291178N/A325N/A6/30/20174,303177N/A275N/A3/31/20174,241168N/A274N/A12/31/20164,221168N/A282N/A9/30/20164,211165N/A268N/A6/30/20164,147161N/A337N/A3/31/20164,156161N/A280N/A12/31/20154,113159N/A223N/A9/30/20154,086157N/A203N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: WC3の予測収益成長率 (年間8.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: WC3の収益 ( 8.7% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: WC3の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: WC3の収益 ( 6.1% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: WC3の収益 ( 6.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: WC3の 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 13:44終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Watsco, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関David MantheyBairdScott DavisBarclaysChristopher DankertD.A. Davidson & Co.26 その他のアナリストを表示
お知らせ • Jul 01Watsco Declares Quarterly Dividend on Each Outstanding Share of Its Common and Class B Common Stock, Payable on July 31, 2026Watsco, Inc. declared a regular quarterly cash dividend of $3.30 on each outstanding share of its Common and Class B common stock payable on July 31, 2026 to shareholders of record at the close of business on July 16, 2026.
お知らせ • Apr 29Watsco, Inc. (NYSE:WSO) entered into an agreement to acquire Jackson Supply Company.Watsco, Inc. (NYSE:WSO) entered into an agreement to acquire Jackson Supply Company on April 28, 2026. Following closing, Jackson Supply will continue to be led by its existing management team, in keeping with Watsco's long-standing approach of investing in great leaders and successful cultures. For the period ending December 31, 2025, Jackson Supply Company reported total revenue of $230 million. The transaction is expected to close in the second quarter of 2026, pending completion of customary closing conditions.
お知らせ • Apr 27Watsco, Inc., Annual General Meeting, Jun 01, 2026Watsco, Inc., Annual General Meeting, Jun 01, 2026. Location: corporate office, 2665 s. bayshore drive, suite 901, florida 33133, miami United States
お知らせ • Apr 10Watsco, Inc. to Report Q1, 2026 Results on Apr 28, 2026Watsco, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026
お知らせ • Apr 01Watsco, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2026Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.30 on each outstanding share of its Common and Class B common stock payable on April 30, 2026 to shareholders of record at the close of business on April 16, 2026. This marks a 10% increase to an annual rate of $13.20 per share.
お知らせ • Feb 18Watsco, Inc. Approves Increase in Annual Dividend on its Common and Class B Common StockWatsco, Inc. announced that its Board of Directors approved a 10% increase in its annual dividend to $13.20 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2026.
お知らせ • Jan 31Watsco, Inc. to Report Q4, 2025 Results on Feb 17, 2026Watsco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026
お知らせ • Jan 02Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 30, 2026Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on January 30, 2026 to shareholders of record at the close of business on January 16, 2026.
お知らせ • Oct 13Watsco, Inc. to Report Q3, 2025 Results on Oct 29, 2025Watsco, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
お知らせ • Oct 01Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on October 31, 2025Watsco, Inc.'s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on October 31, 2025 to shareholders of record at the close of business on October 16, 2025.
お知らせ • Jul 18Watsco, Inc. to Report Q2, 2025 Results on Jul 30, 2025Watsco, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
お知らせ • Jul 02Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on July 31, 2025Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on July 31, 2025 to shareholders of record at the close of business on July 16, 2025.
お知らせ • May 06Watsco, Inc. (NYSE:WSO) acquired Southern Ice Equipment Distributors, Inc.Watsco, Inc. (NYSE:WSO) acquired Southern Ice Equipment Distributors, Inc. on May 5, 2025. Watsco, Inc. (NYSE:WSO) completed the acquisition of Southern Ice Equipment Distributors, Inc. on May 5, 2025.
お知らせ • Apr 28Watsco, Inc., Annual General Meeting, Jun 02, 2025Watsco, Inc., Annual General Meeting, Jun 02, 2025. Location: 2665 s. bayshore drive, suite 901, miami, florida 33133, United States
お知らせ • Apr 01Watsco Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on April 30, 2025Watsco, Inc.’s announced that Board of Directors has declared a regular quarterly cash dividend of $3.00 on each outstanding share of its Common and Class B common stock payable on April 30, 2025 to shareholders of record at the close of business on April 15, 2025. This marks an 11% increase to an annual rate of $12.00 per share.
お知らせ • Feb 18Watsco, Inc. Approves Increase in Annual DividendWatsco, Inc.’s Board of Directors board declared 11% increase in its annual dividend to $12.00 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2025.
お知らせ • Jan 30Watsco, Inc. to Report Q4, 2024 Results on Feb 18, 2025Watsco, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025
お知らせ • Jan 02Watsco, Inc. Declares Quarterly Dividend on Common and Class B Common Stock, Payable on January 31, 2025Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on January 31, 2025 to shareholders of record at the close of business on January 17, 2025.
Reported Earnings • Oct 23Third quarter 2024 earnings released: EPS: US$4.22 (vs US$4.36 in 3Q 2023)Third quarter 2024 results: EPS: US$4.22. Revenue: US$2.16b (up 1.6% from 3Q 2023). Net income: US$171.0m (up 7.5% from 3Q 2023). Profit margin: 7.9% (up from 7.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe.
お知らせ • Oct 15Watsco, Inc. to Report Q3, 2024 Results on Oct 23, 2024Watsco, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 23, 2024
Declared Dividend • Oct 03Second quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 16th October 2024 Payment date: 31st October 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 01Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on October 31, 2024Watsco, Inc. Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on October 31, 2024 to shareholders of record at the close of business on October 16, 2024.
Buy Or Sell Opportunity • Sep 11Now 21% overvaluedOver the last 90 days, the stock has fallen 8.1% to €415. The fair value is estimated to be €343, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Aug 06Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €432. The fair value is estimated to be €354, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$4.82 (vs US$4.43 in 2Q 2023)Second quarter 2024 results: EPS: US$4.82 (up from US$4.43 in 2Q 2023). Revenue: US$2.14b (up 6.8% from 2Q 2023). Net income: US$181.4m (up 13% from 2Q 2023). Profit margin: 8.5% (up from 8.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 22Watsco, Inc. to Report Q2, 2024 Results on Jul 30, 2024Watsco, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024
Declared Dividend • Jul 08First quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 16th July 2024 Payment date: 31st July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 01Watsco, Inc. Declares Quarterly Dividend, Payable on July 31, 2024Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on July 31, 2024 to shareholders of record at the close of business on July 16, 2024.
New Risk • May 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Apr 28Watsco, Inc., Annual General Meeting, Jun 03, 2024Watsco, Inc., Annual General Meeting, Jun 03, 2024, at 10:00 US Eastern Standard Time. Location: 2665 S. Bayshore Drive, Suite 901 Miami Florida United States Agenda: To elect one director and for holders of Class B common stock to elect two directors; to consider and vote on the advisory resolution regarding the compensation of named executive officers; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the 2024 fiscal year; and to consider any other business that is properly presented at the meeting or any adjournments thereof.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$2.35 (vs US$2.84 in 1Q 2023)First quarter 2024 results: EPS: US$2.35 (down from US$2.84 in 1Q 2023). Revenue: US$1.56b (flat on 1Q 2023). Net income: US$87.0m (down 15% from 1Q 2023). Profit margin: 5.6% (down from 6.6% in 1Q 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Apr 09Watsco, Inc. to Report Q1, 2024 Results on Apr 24, 2024Watsco, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 24, 2024
Declared Dividend • Apr 03Fourth quarter dividend of US$2.70 announcedShareholders will receive a dividend of US$2.70. Ex-date: 12th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 02Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on April 30, 2024Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.70 on each outstanding share of its Common and Class B common stock payable on April 30, 2024 to shareholders of record at the close of business on April 15, 2024.
Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary & Director Barry Logan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$13.72 (vs US$15.46 in FY 2022)Full year 2023 results: EPS: US$13.72 (down from US$15.46 in FY 2022). Revenue: US$7.28b (flat on FY 2022). Net income: US$499.4m (down 9.2% from FY 2022). Profit margin: 6.9% (down from 7.6% in FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.
Reported Earnings • Feb 14Full year 2023 earnings released: EPS: US$14.68 (vs US$15.46 in FY 2022)Full year 2023 results: EPS: US$14.68 (down from US$15.46 in FY 2022). Revenue: US$7.28b (flat on FY 2022). Net income: US$536.3m (down 2.4% from FY 2022). Profit margin: 7.4% (down from 7.6% in FY 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Feb 13Watsco, Inc. Approves Annual DividendWatsco, Inc. announced that its Board of Directors approved a 10% increase in its annual dividend to $10.80 per share on each outstanding share of its Common and Class B common stock. The increase will be reflected in the Company’s next quarterly dividend payment in April 2024.
Buy Or Sell Opportunity • Feb 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.8% to €376. The fair value is estimated to be €311, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
お知らせ • Feb 07Watsco, Inc. to Report Q4, 2023 Results on Feb 13, 2024Watsco, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 13, 2024
Upcoming Dividend • Jan 09Upcoming dividend of US$2.45 per share at 2.4% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 84%. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.6%).
お知らせ • Jan 02Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 31, 2024The Board of Directors of Watsco, Inc. has declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock, payable on January 31, 2024 to shareholders of record at the close of business on January 17, 2024.
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$0.004 (vs US$4.04 in 3Q 2022)Third quarter 2023 results: EPS: US$0.004. Revenue: US$2.13b (up 4.5% from 3Q 2022). Net income: US$159.1m (up 11% from 3Q 2022). Profit margin: 7.5% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe.
お知らせ • Oct 07Watsco, Inc. to Report Q3, 2023 Results on Oct 19, 2023Watsco, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 19, 2023
お知らせ • Oct 05Watsco, Inc. Declares Regular Quarterly Cash Dividend of Its Common and Class B Common Stock, Payable on October 31, 2023Watsco, Inc.’s Board of Directors has declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock payable on October 31, 2023 to shareholders of record at the close of business on October 17, 2023.
お知らせ • Sep 06Watsco, Inc. (NYSE:WSO) acquired Plumbing and HVAC distribution business of Gateway Supply Company, Inc. for approximately $110 million.Watsco, Inc. (NYSE:WSO) entered into purchase agreement to acquire Plumbing and HVAC distribution business of Gateway Supply Company, Inc. for approximately $110 million on July 28, 2023. The consideration includes $4 million of the purchase price payable to Seller was paid in cash, and the balance was paid by delivery of an aggregate of 280,215 shares of the Company’s Common stock, par value $0.50 per share. Watsco, Inc. (NYSE:WSO) completed the acquisition of Plumbing and HVAC distribution business of Gateway Supply Company, Inc. on September 1, 2023.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$4.74 (vs US$4.94 in 2Q 2022)Second quarter 2023 results: EPS: US$4.74 (down from US$4.94 in 2Q 2022). Revenue: US$2.00b (down 6.1% from 2Q 2022). Net income: US$172.8m (down 1.3% from 2Q 2022). Profit margin: 8.6% (up from 8.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 12Watsco, Inc. to Report Q2, 2023 Results on Aug 01, 2023Watsco, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 01, 2023
Upcoming Dividend • Jul 07Upcoming dividend of US$2.45 per share at 2.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 31 July 2023. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.9%).
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Bob Moss was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.83 (vs US$2.91 in 1Q 2022)First quarter 2023 results: EPS: US$2.83 (down from US$2.91 in 1Q 2022). Revenue: US$1.55b (up 1.8% from 1Q 2022). Net income: US$102.7m (flat on 1Q 2022). Profit margin: 6.6% (down from 6.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 07Upcoming dividend of US$2.45 per share at 3.2% yieldEligible shareholders must have bought the stock before 14 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$15.41 (vs US$10.83 in FY 2021)Full year 2022 results: EPS: US$15.41 (up from US$10.83 in FY 2021). Revenue: US$7.27b (up 16% from FY 2021). Net income: US$549.9m (up 44% from FY 2021). Profit margin: 7.6% (up from 6.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21Watsco, Inc. to Report Q4, 2022 Results on Feb 16, 2023Watsco, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023
Upcoming Dividend • Jan 06Upcoming dividend of US$2.45 per shareEligible shareholders must have bought the stock before 13 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 60% and the cash payout ratio is 91%. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
お知らせ • Jan 04Watsco, Inc. Declares A Regular Quarterly Cash Dividend, Payable on January 31, 2023Watsco, Inc. declared a regular quarterly cash dividend of $2.45 on each outstanding share of its Common and Class B common stock payable on January 31, 2023 to shareholders of record at the close of business on January 17, 2023.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$4.44 (vs US$3.64 in 3Q 2021)Third quarter 2022 results: EPS: US$4.44 (up from US$3.64 in 3Q 2021). Revenue: US$2.04b (up 14% from 3Q 2021). Net income: US$157.6m (up 23% from 3Q 2021). Profit margin: 7.7% (up from 7.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$5.42 (vs US$3.73 in 2Q 2021)Second quarter 2022 results: EPS: US$5.42 (up from US$3.73 in 2Q 2021). Revenue: US$2.13b (up 15% from 2Q 2021). Net income: US$192.6m (up 47% from 2Q 2021). Profit margin: 9.0% (up from 7.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Brian Keeley was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board Brian Keeley was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$3.19 (vs US$1.43 in 1Q 2021)First quarter 2022 results: EPS: US$3.19 (up from US$1.43 in 1Q 2021). Revenue: US$1.52b (up 34% from 1Q 2021). Net income: US$113.3m (up 125% from 1Q 2021). Profit margin: 7.4% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$2.92 (vs US$1.43 in 1Q 2021)First quarter 2022 results: EPS: US$2.92 (up from US$1.43 in 1Q 2021). Revenue: US$1.52b (up 34% from 1Q 2021). Net income: US$103.0m (up 105% from 1Q 2021). Profit margin: 6.8% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.
Upcoming Dividend • Apr 06Upcoming dividend of US$2.20 per shareEligible shareholders must have bought the stock before 13 April 2022. Payment date: 29 April 2022. Payout ratio is a comfortable 70% and the cash payout ratio is 91%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.8%). In line with average of industry peers (2.5%).
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$11.82 (up from US$7.03 in FY 2020). Revenue: US$6.28b (up 24% from FY 2020). Net income: US$418.9m (up 70% from FY 2020). Profit margin: 6.7% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 3.2%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 23% per year.
Upcoming Dividend • Jan 06Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%).
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Advisory Board George Sape was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 21Third quarter 2021 earnings released: EPS US$3.98 (vs US$2.77 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.78b (up 16% from 3Q 2020). Net income: US$140.9m (up 45% from 3Q 2020). Profit margin: 7.9% (up from 6.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS US$3.72 (vs US$2.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.85b (up 37% from 2Q 2020). Net income: US$131.4m (up 64% from 2Q 2020). Profit margin: 7.1% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 30 July 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.3%).
Recent Insider Transactions • May 02Insider recently sold €1.3m worth of stockOn the 28th of April, Barry Logan sold around 6k shares on-market at roughly €243 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS US$1.56 (vs US$0.77 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.14b (up 13% from 1Q 2020). Net income: US$55.1m (up 105% from 1Q 2020). Profit margin: 4.8% (up from 2.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 07Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 14 April 2021. Payment date: 30 April 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.4%).
Is New 90 Day High Low • Mar 16New 90-day high: €214The company is up 15% from a price of €186 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Trade Distributors industry, which is up 9.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €135 per share.
Reported Earnings • Mar 01Full year 2020 earnings released: EPS US$7.03 (vs US$6.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$5.05b (up 6.0% from FY 2019). Net income: US$246.4m (up 9.3% from FY 2019). Profit margin: 4.9% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 4.3%, compared to a 4.6% growth forecast for the Trade Distributors industry in Germany.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$7.01 (vs US$6.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$5.05b (up 6.0% from FY 2019). Net income: US$246.4m (up 9.3% from FY 2019). Profit margin: 4.9% (up from 4.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 3.6%, compared to a 4.7% growth forecast for the Trade Distributors industry in Germany.
Is New 90 Day High Low • Jan 21New 90-day high: €206The company is up 4.0% from its price of €198 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €173 per share.
Is New 90 Day High Low • Nov 25New 90-day low: €187The company is down 9.0% from its price of €206 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €161 per share.
Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 1.1% growth forecast for the Trade Distributors industry in Germany.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$2.77The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.54b (up 10% from 3Q 2019). Net income: US$97.3m (up 27% from 3Q 2019). Profit margin: 6.3% (up from 5.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$240.4m, up 5.6% from the prior year. Total revenue was US$4.97b over the last 12 months, up 6.0% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 22Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 2.5% at US$1.54b. Revenue is forecast to grow 2.4% over the next year, while the growth in Trade Distributors industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 21New 90-day low: €191The company is down 3.0% from its price of €197 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €76.49 per share.
お知らせ • Oct 13Watsco, Inc. to Report Q3, 2020 Results on Oct 22, 2020Watsco, Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Oct 22, 2020
お知らせ • Jul 17Watsco, Inc. to Report Q2, 2020 Results on Jul 23, 2020Watsco, Inc. announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Jul 23, 2020