Tillkännagivande • Jul 17
Watsco, Inc. to Report Q2, 2026 Results on Jul 29, 2026 Watsco, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 29, 2026 Declared Dividend • Jul 06
First quarter dividend of US$3.30 announced Shareholders will receive a dividend of US$3.30. Ex-date: 16th July 2026 Payment date: 31st July 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.3%. 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. Tillkännagivande • Jul 01
Watsco Declares Quarterly Dividend on Each Outstanding Share of Its Common and Class B Common Stock, Payable on July 31, 2026 Watsco, 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 30
Now 21% overvalued after recent price rise Over 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. Tillkännagivande • Apr 29
Watsco, 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 29
First 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. Tillkännagivande • Apr 27
Watsco, Inc., Annual General Meeting, Jun 01, 2026 Watsco, Inc., Annual General Meeting, Jun 01, 2026. Location: corporate office, 2665 s. bayshore drive, suite 901, florida 33133, miami United States Tillkännagivande • Apr 10
Watsco, Inc. to Report Q1, 2026 Results on Apr 28, 2026 Watsco, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026 Declared Dividend • Apr 03
Fourth quarter dividend of US$3.30 announced Shareholders 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. Tillkännagivande • Apr 01
Watsco, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2026 Watsco, 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 02
Full 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. Tillkännagivande • Feb 18
Watsco, Inc. Approves Increase in Annual Dividend on its Common and Class B Common Stock Watsco, 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. Tillkännagivande • Jan 31
Watsco, Inc. to Report Q4, 2025 Results on Feb 17, 2026 Watsco, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026 Declared Dividend • Jan 15
Third quarter dividend of US$3.00 announced Shareholders 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. Tillkännagivande • Jan 02
Watsco, Inc. Declares Regular Quarterly Cash Dividend on Common and Class B Common Stock, Payable on January 30, 2026 Watsco, 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 15
Now 23% undervalued after recent price drop Over 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 14
High number of new directors Independent Director Gary Tapella was the last director to join the board, commencing their role in 2025. Reported Earnings • Oct 31
Third 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 24
Investor 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 23
High number of new directors There 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. Tillkännagivande • Oct 13
Watsco, Inc. to Report Q3, 2025 Results on Oct 29, 2025 Watsco, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025 Declared Dividend • Oct 03
Second quarter dividend of US$3.00 announced Shareholders 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. Tillkännagivande • Oct 01
Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on October 31, 2025 Watsco, 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 29
Now 22% overvalued Over 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 31
High number of new directors There 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. Tillkännagivande • Jul 18
Watsco, Inc. to Report Q2, 2025 Results on Jul 30, 2025 Watsco, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025 Declared Dividend • Jul 07
First quarter dividend of US$3.00 announced Shareholders 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. Tillkännagivande • Jul 02
Watsco, Inc. Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on July 31, 2025 Watsco, 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 14
Lead Independent Director recently sold Mex$19m worth of stock On 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 13
High number of new directors Member of Advisory Board John MacDonald was the last director to join the board, commencing their role in 2024. Tillkännagivande • May 06
Watsco, 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. Tillkännagivande • Apr 28
Watsco, Inc., Annual General Meeting, Jun 02, 2025 Watsco, Inc., Annual General Meeting, Jun 02, 2025. Location: 2665 s. bayshore drive, suite 901, miami, florida 33133, United States Reported Earnings • Apr 24
First 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 10
High number of new directors There 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 03
Fourth quarter dividend of US$3.00 announced Shareholders 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. Tillkännagivande • Apr 01
Watsco Declares Quarterly Cash Dividend on Common and Class B Common Stock, Payable on April 30, 2025 Watsco, 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 24
High number of new directors There 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 19
High number of new directors There 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. Tillkännagivande • Feb 18
Watsco, Inc. Approves Increase in Annual Dividend Watsco, 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. Tillkännagivande • Jan 30
Watsco, Inc. to Report Q4, 2024 Results on Feb 18, 2025 Watsco, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025 Board Change • Jan 18
High number of new and inexperienced directors There 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. Tillkännagivande • Jan 02
Watsco, Inc. Declares Quarterly Dividend on Common and Class B Common Stock, Payable on January 31, 2025 Watsco, 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 19
Executive VP of Planning & Strategy recently sold Mex$113m worth of stock On 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 05
High number of new and inexperienced directors There 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. 
