View ValuationWatsco 将来の成長Future 基準チェック /06Watsco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11.4%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.Buy Or Sell Opportunity • Jun 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$7,300. The fair value is estimated to be Mex$6,040, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.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.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$2.08 (vs US$1.98 in 1Q 2025)First quarter 2026 results: EPS: US$2.08 (up from US$1.98 in 1Q 2025). Revenue: US$1.53b (flat on 1Q 2025). Net income: US$79.1m (up 5.7% from 1Q 2025). Profit margin: 5.2% (up from 4.9% in 1Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Global Trade Distributors industry.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, 2026Declared Dividend • Apr 03Fourth quarter dividend of US$3.30 announcedShareholders will receive a dividend of US$3.30. Ex-date: 16th April 2026 Payment date: 30th April 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 17% 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. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.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.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: US$12.27 (vs US$13.34 in FY 2024)Full year 2025 results: EPS: US$12.27 (down from US$13.34 in FY 2024). Revenue: US$7.24b (down 5.0% from FY 2024). Net income: US$464.2m (down 7.0% from FY 2024). Profit margin: 6.4% (down from 6.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Global Trade Distributors industry.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, 2026Declared Dividend • Jan 15Third quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th January 2026 Payment date: 30th January 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (88% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Buy Or Sell Opportunity • Dec 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to Mex$6,251. The fair value is estimated to be Mex$8,118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.7%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Board Change • Nov 14High number of new directorsIndependent Director Gary Tapella was the last director to join the board, commencing their role in 2025.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.26 (vs US$4.24 in 3Q 2024)Third quarter 2025 results: EPS: US$4.26 (up from US$4.24 in 3Q 2024). Revenue: US$2.07b (down 4.3% from 3Q 2024). Net income: US$161.6m (up 1.5% from 3Q 2024). Profit margin: 7.8% (up from 7.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Trade Distributors industry.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$6,540, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Trade Distributors industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,597 per share.Board Change • Oct 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Gary Tapella was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.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, 2025Declared Dividend • Oct 03Second quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th October 2025 Payment date: 31st October 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (115% 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 39% 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, 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.Buy Or Sell Opportunity • Sep 29Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to Mex$7,380. The fair value is estimated to be Mex$6,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • Jul 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Gary Tapella was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.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, 2025Declared Dividend • Jul 07First quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th July 2025 Payment date: 31st July 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 17% 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 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.Recent Insider Transactions • Jun 14Lead Independent Director recently sold Mex$19m worth of stockOn the 10th of June, J. Custer sold around 2k shares on-market at roughly Mex$8,539 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$132m more than they bought in the last 12 months.Board Change • Jun 13High number of new directorsMember of Advisory Board John MacDonald was the last director to join the board, commencing their role in 2024.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 StatesReported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$2.12 (vs US$2.17 in 1Q 2024)First quarter 2025 results: EPS: US$2.12 (down from US$2.17 in 1Q 2024). Revenue: US$1.53b (down 2.2% from 1Q 2024). Net income: US$80.1m (flat on 1Q 2024). Profit margin: 5.2% (up from 5.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Trade Distributors industry.Board Change • Apr 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.Declared Dividend • Apr 03Fourth quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th April 2025 Payment date: 30th April 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (55% 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 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Board Change • Mar 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.Board Change • Feb 19High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.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, 2025Board Change • Jan 18High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman & CEO Albert Nahmad is the most experienced director on the board, commencing their role in 1972. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.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.Recent Insider Transactions • Dec 19Executive VP of Planning & Strategy recently sold Mex$113m worth of stockOn the 18th of December, Barry Logan sold around 11k shares on-market at roughly Mex$10,250 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$127m more than they bought in the last 12 months.Board Change • Dec 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman & CEO Albert Nahmad is the most experienced director on the board, commencing their role in 1972. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測BMV:WSO * - 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: WSO *の予測収益成長率 (年間8.7% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: WSO *の収益 ( 8.7% ) MX市場 ( 9.5% ) よりも低い成長が予測されています。高成長収益: WSO *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: WSO *の収益 ( 6.1% ) MX市場 ( 6.4% ) よりも低い成長が予測されています。高い収益成長: WSO *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: WSO *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2026/07/03 19:28終値2026/07/02 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.
Buy Or Sell Opportunity • Jun 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to Mex$7,300. The fair value is estimated to be Mex$6,040, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
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.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$2.08 (vs US$1.98 in 1Q 2025)First quarter 2026 results: EPS: US$2.08 (up from US$1.98 in 1Q 2025). Revenue: US$1.53b (flat on 1Q 2025). Net income: US$79.1m (up 5.7% from 1Q 2025). Profit margin: 5.2% (up from 4.9% in 1Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Global Trade Distributors industry.
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
Declared Dividend • Apr 03Fourth quarter dividend of US$3.30 announcedShareholders will receive a dividend of US$3.30. Ex-date: 16th April 2026 Payment date: 30th April 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 17% 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. The company's earnings per share (EPS) would need to grow by 6.0% to bring the payout ratio under control. EPS is expected to grow by 44% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
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.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: US$12.27 (vs US$13.34 in FY 2024)Full year 2025 results: EPS: US$12.27 (down from US$13.34 in FY 2024). Revenue: US$7.24b (down 5.0% from FY 2024). Net income: US$464.2m (down 7.0% from FY 2024). Profit margin: 6.4% (down from 6.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Global Trade Distributors industry.
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
Declared Dividend • Jan 15Third quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th January 2026 Payment date: 30th January 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (88% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Buy Or Sell Opportunity • Dec 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to Mex$6,251. The fair value is estimated to be Mex$8,118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.7%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Board Change • Nov 14High number of new directorsIndependent Director Gary Tapella was the last director to join the board, commencing their role in 2025.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$4.26 (vs US$4.24 in 3Q 2024)Third quarter 2025 results: EPS: US$4.26 (up from US$4.24 in 3Q 2024). Revenue: US$2.07b (down 4.3% from 3Q 2024). Net income: US$161.6m (up 1.5% from 3Q 2024). Profit margin: 7.8% (up from 7.4% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Trade Distributors industry.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$6,540, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Trade Distributors industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,597 per share.
Board Change • Oct 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Gary Tapella was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
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
Declared Dividend • Oct 03Second quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th October 2025 Payment date: 31st October 2025 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not covered by cash flows (115% 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 39% 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, 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.
Buy Or Sell Opportunity • Sep 29Now 22% overvaluedOver the last 90 days, the stock has fallen 14% to Mex$7,380. The fair value is estimated to be Mex$6,062, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • Jul 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Gary Tapella was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
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
Declared Dividend • Jul 07First quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th July 2025 Payment date: 31st July 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 17% 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 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.
Recent Insider Transactions • Jun 14Lead Independent Director recently sold Mex$19m worth of stockOn the 10th of June, J. Custer sold around 2k shares on-market at roughly Mex$8,539 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$132m more than they bought in the last 12 months.
Board Change • Jun 13High number of new directorsMember of Advisory Board John MacDonald was the last director to join the board, commencing their role in 2024.
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
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$2.12 (vs US$2.17 in 1Q 2024)First quarter 2025 results: EPS: US$2.12 (down from US$2.17 in 1Q 2024). Revenue: US$1.53b (down 2.2% from 1Q 2024). Net income: US$80.1m (flat on 1Q 2024). Profit margin: 5.2% (up from 5.1% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Trade Distributors industry.
Board Change • Apr 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.
Declared Dividend • Apr 03Fourth quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th April 2025 Payment date: 30th April 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (55% 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 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Board Change • Mar 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.
Board Change • Feb 19High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Executive VP of Planning & Strategy, Secretary and 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.
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
Board Change • Jan 18High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman & CEO Albert Nahmad is the most experienced director on the board, commencing their role in 1972. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
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.
Recent Insider Transactions • Dec 19Executive VP of Planning & Strategy recently sold Mex$113m worth of stockOn the 18th of December, Barry Logan sold around 11k shares on-market at roughly Mex$10,250 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$127m more than they bought in the last 12 months.
Board Change • Dec 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 2 experienced directors. 3 highly experienced directors. Chairman & CEO Albert Nahmad is the most experienced director on the board, commencing their role in 1972. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.