Watsco, Inc.

NYSE:WSO Voorraadrapport

Marktkapitalisatie: US$16.7b

Watsco Toekomstige groei

Future criteriumcontroles 2/6

Watsco zal naar verwachting groeien in winst en omzet met respectievelijk 15.6% en 6.6% per jaar. De winst per aandeel zal naar verwachting groeien met 15.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 21.1% zijn.

Belangrijke informatie

15.6%

Groei van de winst

15.30%

Groei van de winst per aandeel

Trade Distributors winstgroei13.5%
Inkomstengroei6.6%
Toekomstig rendement op eigen vermogen21.15%
Dekking van analisten

Good

Laatst bijgewerkt01 May 2026

Recente toekomstige groei-updates

Watsco, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 11
Watsco, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Recent updates

WSO: Home Depot Deal Uncertainty Will Pressure Rich Dividend-Focused Sentiment

Analysts have raised their price targets on Watsco to a range of $400 to $425, reflecting updated assumptions on discount rates, modestly higher revenue growth, and slightly stronger profit margins, while some see the recent pullback as an overreaction to the Home Depot deal. Analyst Commentary Recent commentary around Watsco has centered on how the Home Depot agreement and shifting peer valuations filter into expectations for the stock.

WSO: Home Depot Partnership Reaction And Dividend Policy Will Shape Future Sentiment

Watsco's analyst price target has moved from an implied fair value of $335.92 to $362.00, as analysts factor in higher peer valuations, updated discount rates and P/E assumptions, and recent commentary that the 9% pullback following the Home Depot deal may have been an overreaction. Analyst Commentary Recent research has centered on how Watsco's valuation compares with peers and how to interpret the share move following the Home Depot partnership announcement.

WSO: Future Upside Will Emerge As Peer Multiple Support Strengthens

Analysts have lifted the Watsco price target by about $8, citing higher peer valuations and updated assumptions on growth, margins, discount rate, and future P/E as the main drivers of the change. Analyst Commentary Recent Street research on Watsco shows a mix of optimism and caution, with several price targets adjusted and ratings held at Neutral.

WSO: Peer Repricing And Higher Dividend Will Support Fuller Future P/E Multiple

Analysts have raised their price targets on Watsco to a range of about $400 to $425, citing higher peer valuations and updated assumptions on discount rate, revenue growth, profit margin and future P/E in their models. Analyst Commentary Recent research updates on Watsco highlight a mix of views, with some price targets raised into the $400 to $425 range and others trimmed.

WSO: Peer Repricing And Dividend Increase Will Support Fuller Future P/E Multiple

Narrative Update on Watsco Our analyst price target for Watsco has been revised to $475 from $450. This reflects updated assumptions on growth, margins, and future P/E in the context of recent Street price target moves, where analysts have adjusted their views while citing shifts in peer valuations.

WSO: Mixed Street Views Will Shape Future P/E And Margin Expectations

Narrative Update Overview The updated analyst price target for Watsco reflects offsetting moves, with one firm lifting its target by $10 and another cutting by $90, as analysts reassess the company’s revenue growth, margins, discount rate, and assumed future P/E multiple. Analyst Commentary Recent research on Watsco reflects a split view, with some bullish analysts focusing on upside potential while others lean more cautious.

We Think Watsco Can Resume Growing Earnings

Jan 29

WSO: Mixed Street Views Will Set Stage For Future Premium P/E

Analysts now set their fair value estimate for Watsco at $450, down $10 from $460. This reflects updated views on its long term P/E assumption, modest tweaks to revenue growth and margin forecasts, and the mixed shifts in recent price targets from firms on the Street.

WSO: Softer HVAC Surveys May Set Stage For Future Rebound

Analysts have trimmed their fair value estimate for Watsco to about $460 from around $550, citing softer HVAC survey readings that point to potential earnings pressure over the next couple of quarters and a less robust outlook for revenue growth and margins. At the same time, they are applying a higher discount rate and assuming a richer future P/E multiple.

WSO: Long-Term Upside Will Emerge As Southern Demand Headwinds Ease

Analysts modestly lowered their price target on Watsco to approximately $406.60 per share from prior expectations of stronger upside, citing softer HVAC demand, rising earnings risk over the next two quarters, and tighter profit margins, despite a slightly lower discount rate and a higher assumed future valuation multiple. Analyst Commentary Recent commentary from Street research has turned more cautious on Watsco, with sentiment shifting toward a wait and see stance ahead of upcoming quarterly results.

WSO: Long-Term Fundamentals Will Outweigh Near-Term Southern Demand And Earnings Pressures

Analysts have trimmed their price target on Watsco by about 1 percent, or roughly $2. This reflects a slightly higher discount rate and modestly lower fair value assumptions amid increased near term earnings risk.

WSO: Long-Term Fundamentals Will Offset Near-Term Demand Weakness In South

Analysts have lowered their fair value price target for Watsco from $415.60 to $408.90. This change is attributed to ongoing demand risks and softer earnings projections reflected in recent research updates.

Watsco, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 11
Watsco, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

WSO: Market Position And Efficiency Initiatives Will Support Long-Term Upside

Analysts have lowered their price target for Watsco from $437.80 to $415.60. They cite concerns over softer HVAC demand and increased earnings risk in the coming quarters.

Earnings Risk And Weaker Demand Trends Will Shape Future Outlook

Analysts have lowered their price target for Watsco, reducing it from $445 to $437.80. They cite recent survey data that signals weaker demand and a more challenging near-term outlook for the company.

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Narrative Update on Watsco Price Target Analysts have lowered their price target for Watsco, reducing it from $450 to $425. They cite expectations of slower profit margin growth and slightly lower fair value estimates, even though there are improved revenue growth projections and a marginally lower discount rate.

Why You Should Care About Watsco's (NYSE:WSO) Strong Returns On Capital

Sep 29
Why You Should Care About Watsco's (NYSE:WSO) Strong Returns On Capital

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

The decrease in Watsco’s consensus analyst price target is primarily driven by a modest reduction in its future P/E multiple, with fair value now set at $453.40. Valuation Changes Summary of Valuation Changes for Watsco The Consensus Analyst Price Target has fallen slightly from $464.45 to $453.40.

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Watsco’s consensus Analyst Price Target saw a marginal decrease, reflecting minimal changes in both the company’s future P/E and discount rate, with fair value moving slightly from $468.64 to $464.45. What's in the News Watsco, Inc.

What You Can Learn From Watsco, Inc.'s (NYSE:WSO) P/E

Jul 21
What You Can Learn From Watsco, Inc.'s (NYSE:WSO) P/E

Why The 21% Return On Capital At Watsco (NYSE:WSO) Should Have Your Attention

Jun 14
Why The 21% Return On Capital At Watsco (NYSE:WSO) Should Have Your Attention

Watsco Is Primed For A Growth Acceleration, And I'm Buying More

Mar 07

Watsco: Primed For Market-Beating Returns Following Q3 Earnings

Oct 31

Watsco: Good Growth Prospects, But Premium Valuation Limits Upside

Sep 21

Watsco: Overoptimistic Margin Expectations

Jul 07

Watsco: A Fantastic Dividend Compounder I Just Put On My Watchlist

Mar 07

Winst- en omzetgroeiprognoses

NYSE:WSO - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20288,2736326727195
12/31/20277,85753769267410
12/31/20267,49349064969910
3/31/20267,241463694728N/A
12/31/20257,239464535570N/A
9/30/20257,414487517549N/A
6/30/20257,508496394427N/A
3/31/20257,584494460492N/A
12/31/20247,618499743773N/A
9/30/20247,468486661693N/A
6/30/20247,434485781813N/A
3/31/20247,298477679713N/A
12/31/20237,284499526562N/A
9/30/20237,262551442476N/A
6/30/20237,171535377410N/A
3/31/20237,301549591626N/A
12/31/20227,274550536572N/A
9/30/20227,205493354389N/A
6/30/20226,952478307341N/A
3/31/20226,668434257286N/A
12/31/20216,280382324350N/A
9/30/20215,923352460481N/A
6/30/20215,677321336355N/A
3/31/20215,183270437455N/A
12/31/20205,055246518534N/A
9/30/20204,973239496511N/A
6/30/20204,831218512529N/A
3/31/20204,847220307325N/A
12/31/20194,770226N/A336N/A
9/30/20194,689228N/A298N/A
6/30/20194,590224N/A258N/A
3/31/20194,551224N/A265N/A
12/31/20184,547223N/A171N/A
9/30/20184,520226N/A187N/A
6/30/20184,453213N/A252N/A
3/31/20184,396199N/A231N/A
12/31/20174,342191N/A307N/A
9/30/20174,291178N/A325N/A
6/30/20174,303177N/A275N/A
3/31/20174,241168N/A274N/A
12/31/20164,221168N/A282N/A
9/30/20164,211165N/A268N/A
6/30/20164,147161N/A337N/A
3/31/20164,156161N/A280N/A
12/31/20154,113159N/A223N/A
9/30/20154,086157N/A203N/A
6/30/20154,044154N/A136N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei WSO ( 15.6% per jaar) ligt boven de spaarquote ( 3.4% ).

Winst versus markt: De winst van WSO ( 15.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 15.8% per jaar).

Hoge groeiwinsten: De winst van WSO zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van WSO ( 6.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.1% per jaar).

Hoge groei-inkomsten: De omzet van WSO ( 6.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen WSO zal naar verwachting over 3 jaar hoog zijn ( 21.1 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 08:46
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Watsco, Inc. wordt gevolgd door 30 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David MantheyBaird
Scott DavisBarclays
Owen FlanaganCleveland Research Company