View Future GrowthWatsco 과거 순이익 실적과거 기준 점검 2/6Watsco은 연평균 3%의 비율로 수입이 증가해 온 반면, Trade Distributors 산업은 수입이 1.1% 감소했습니다. 매출은 연평균 3.5%의 비율로 증가했습니다. Watsco의 자기자본이익률은 16.1%이고 순이익률은 6.1%입니다.핵심 정보3.02%순이익 성장률1.31%주당순이익(EPS) 성장률Trade Distributors 산업 성장률18.43%매출 성장률3.55%자기자본이익률16.14%순이익률6.08%최근 순이익 업데이트30 Jun 2026최근 과거 실적 업데이트Reported Earnings • Jul 30Second quarter 2026 earnings released: EPS: US$4.28 (vs US$4.53 in 2Q 2025)Second quarter 2026 results: EPS: US$4.28 (down from US$4.53 in 2Q 2025). Revenue: US$2.10b (up 2.1% from 2Q 2025). Net income: US$163.3m (down 4.7% from 2Q 2025). Profit margin: 7.8% (down from 8.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in Europe.공고 • Jul 17Watsco, Inc. to Report Q2, 2026 Results on Jul 29, 2026Watsco, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026공고 • 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, 2026공고 • 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, 2026모든 업데이트 보기Recent updatesReported Earnings • Jul 30Second quarter 2026 earnings released: EPS: US$4.28 (vs US$4.53 in 2Q 2025)Second quarter 2026 results: EPS: US$4.28 (down from US$4.53 in 2Q 2025). Revenue: US$2.10b (up 2.1% from 2Q 2025). Net income: US$163.3m (down 4.7% from 2Q 2025). Profit margin: 7.8% (down from 8.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in Europe.공고 • Jul 17Watsco, Inc. to Report Q2, 2026 Results on Jul 29, 2026Watsco, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026Buy Or Sell Opportunity • Jul 16Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €343. The fair value is estimated to be €476, 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 7.0%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €391, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €544 per share.Declared Dividend • Jul 05Dividend of US$3.30 announcedShareholders will receive a dividend of US$3.30. Ex-date: 15th July 2026 Payment date: 31st July 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (77% 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 9.2% to bring the payout ratio under control. EPS is expected to grow by 27% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공고 • 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.공고 • 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.공고 • 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 States공고 • 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, 2026공고 • 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.공고 • 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.Buy Or Sell Opportunity • Feb 11Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €358. The fair value is estimated to be €448, 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 5.3% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.공고 • 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, 2026Buy Or Sell Opportunity • Jan 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €309. The fair value is estimated to be €389, 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 4.0% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.공고 • 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.매출 및 비용 세부 내역Watsco가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:1WSO 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Jun 267,2844431,303031 Mar 267,2414621,293031 Dec 257,2394641,293030 Sep 257,4144851,302030 Jun 257,5084941,287031 Mar 257,5844921,269031 Dec 247,6184991,256030 Sep 247,4684861,235030 Jun 247,4344851,227031 Mar 247,2984771,208031 Dec 237,2844991,186030 Sep 237,2625511,178030 Jun 237,1715351,180031 Mar 237,3015491,192031 Dec 227,2745501,189030 Sep 227,2054931,183030 Jun 226,9524781,144031 Mar 226,6684341,095031 Dec 216,2803821,030030 Sep 215,923352954030 Jun 215,677321893031 Mar 215,183270820031 Dec 205,055246807030 Sep 204,973239804030 Jun 204,831218797031 Mar 204,847220800031 Dec 194,770226775030 Sep 194,689228760030 Jun 194,590224747031 Mar 194,551224737031 Dec 184,547223735030 Sep 184,520226724030 Jun 184,453213707031 Mar 184,396199702031 Dec 174,342191693030 Sep 174,291178684030 Jun 174,303177683031 Mar 174,241168677031 Dec 164,221168669030 Sep 164,211165668030 Jun 164,147161661031 Mar 164,156161658031 Dec 154,113159654030 Sep 154,0861576490양질의 수익: 1WSO는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 1WSO의 현재 순 이익률 (6.1%)은 지난해 (6.6%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1WSO의 수익은 지난 5년 동안 연평균 3% 증가했습니다.성장 가속화: 1WSO은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 1WSO은 지난 1년 동안 수익이 감소(-10.3%)하여 Trade Distributors 업계 평균(9.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 1WSO의 자본 수익률(16.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCapital-goods 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/04 05:26종가2026/08/04 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Watsco, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David MantheyBairdScott DavisBarclaysChristopher DankertD.A. Davidson & Co.26명의 분석가 더 보기
Reported Earnings • Jul 30Second quarter 2026 earnings released: EPS: US$4.28 (vs US$4.53 in 2Q 2025)Second quarter 2026 results: EPS: US$4.28 (down from US$4.53 in 2Q 2025). Revenue: US$2.10b (up 2.1% from 2Q 2025). Net income: US$163.3m (down 4.7% from 2Q 2025). Profit margin: 7.8% (down from 8.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in Europe.
공고 • Jul 17Watsco, Inc. to Report Q2, 2026 Results on Jul 29, 2026Watsco, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026
공고 • 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
공고 • 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
Reported Earnings • Jul 30Second quarter 2026 earnings released: EPS: US$4.28 (vs US$4.53 in 2Q 2025)Second quarter 2026 results: EPS: US$4.28 (down from US$4.53 in 2Q 2025). Revenue: US$2.10b (up 2.1% from 2Q 2025). Net income: US$163.3m (down 4.7% from 2Q 2025). Profit margin: 7.8% (down from 8.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in Europe.
공고 • Jul 17Watsco, Inc. to Report Q2, 2026 Results on Jul 29, 2026Watsco, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026
Buy Or Sell Opportunity • Jul 16Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €343. The fair value is estimated to be €476, 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 7.0%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €391, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €544 per share.
Declared Dividend • Jul 05Dividend of US$3.30 announcedShareholders will receive a dividend of US$3.30. Ex-date: 15th July 2026 Payment date: 31st July 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio). However, it is covered by cash flows (77% 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 9.2% to bring the payout ratio under control. EPS is expected to grow by 27% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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
공고 • 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.
공고 • 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.
Buy Or Sell Opportunity • Feb 11Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €358. The fair value is estimated to be €448, 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 5.3% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
공고 • 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
Buy Or Sell Opportunity • Jan 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €309. The fair value is estimated to be €389, 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 4.0% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
공고 • 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.