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Watsco Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.73 |
| EPS actual | $1.87 |
| EPS Surprise | 8.09% |
| Revenue estimate | 1.487B |
| Revenue actual | 1.533B |
| Revenue Surprise | 3.08% |
| Release date | Feb 17, 2026 |
| EPS estimate | $1.88 |
| EPS actual | $1.68 |
| EPS Surprise | -10.64% |
| Revenue estimate | 1.617B |
| Revenue actual | 1.579B |
| Revenue Surprise | -2.35% |
| Release date | Oct 29, 2025 |
| EPS estimate | $4.44 |
| EPS actual | $3.98 |
| EPS Surprise | -10.36% |
| Revenue estimate | 2.165B |
| Revenue actual | 2.067B |
| Revenue Surprise | -4.53% |
| Release date | Jul 30, 2025 |
| EPS estimate | $4.78 |
| EPS actual | $4.52 |
| EPS Surprise | -5.44% |
| Revenue estimate | 2.225B |
| Revenue actual | 2.062B |
| Revenue Surprise | -7.30% |
Last 4 Quarters for Watsco
Below you can see how WSO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $442.64 |
| EPS estimate | $4.78 |
| EPS actual | $4.52 |
| EPS surprise | -5.44% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $484.69 |
| Jul 25, 2025 | $489.97 |
| Jul 28, 2025 | $479.86 |
| Jul 29, 2025 | $464.82 |
| Jul 30, 2025 | $442.64 |
| Jul 31, 2025 | $450.88 |
| Aug 01, 2025 | $434.85 |
| Aug 04, 2025 | $425.51 |
| Aug 05, 2025 | $428.25 |
| 4 days before | -8.68% |
| 4 days after | -3.25% |
| On release day | 1.86% |
| Change in period | -11.64% |
| Release date | Oct 29, 2025 |
| Price on release | $368.29 |
| EPS estimate | $4.44 |
| EPS actual | $3.98 |
| EPS surprise | -10.36% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $359.08 |
| Oct 24, 2025 | $362.29 |
| Oct 27, 2025 | $364.37 |
| Oct 28, 2025 | $358.39 |
| Oct 29, 2025 | $368.29 |
| Oct 30, 2025 | $358.36 |
| Oct 31, 2025 | $368.01 |
| Nov 03, 2025 | $361.35 |
| Nov 04, 2025 | $358.33 |
| 4 days before | 2.56% |
| 4 days after | -2.70% |
| On release day | -2.70% |
| Change in period | -0.209% |
| Release date | Feb 17, 2026 |
| Price on release | $422.83 |
| EPS estimate | $1.88 |
| EPS actual | $1.68 |
| EPS surprise | -10.64% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $425.55 |
| Feb 11, 2026 | $427.58 |
| Feb 12, 2026 | $415.07 |
| Feb 13, 2026 | $417.92 |
| Feb 17, 2026 | $422.83 |
| Feb 18, 2026 | $419.32 |
| Feb 19, 2026 | $409.56 |
| Feb 20, 2026 | $409.93 |
| Feb 23, 2026 | $411.71 |
| 4 days before | -0.639% |
| 4 days after | -2.63% |
| On release day | -0.83% |
| Change in period | -3.25% |
| Release date | Apr 28, 2026 |
| Price on release | $438.23 |
| EPS estimate | $1.73 |
| EPS actual | $1.87 |
| EPS surprise | 8.09% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $432.69 |
| Apr 23, 2026 | $437.49 |
| Apr 24, 2026 | $440.64 |
| Apr 27, 2026 | $456.86 |
| Apr 28, 2026 | $438.23 |
| Apr 29, 2026 | $428.51 |
| Apr 30, 2026 | $437.84 |
| May 01, 2026 | $428.57 |
| May 04, 2026 | $414.78 |
| 4 days before | 1.28% |
| 4 days after | -5.35% |
| On release day | -2.22% |
| Change in period | -4.14% |
Watsco Earnings Call Transcript Summary of Q1 2026
Watsco reported a stable start to 2026 as the industry transition to A2L products has largely matured. Management announced the acquisition of Jackson Supply (estimated $230M annual sales) to broaden its Sunbelt footprint and parts/supplies exposure; Jackson’s leadership will remain in place and the deal is expected to close in Q2. Q1 results: U.S. sales +2% (unit volumes down but stabilizing through the quarter), e-commerce +16%, OnCallAir customer sales +20%. Gross margins were largely intact and SG&A was flat as efficiency gains offset tech and new-location spend. Management reiterated a long-term 30% gross-margin target and emphasized ongoing investments in technology (pricing optimization, Hydros, AI) to drive margin and operating-leverage. Inventory strategy is shifting to improved turns (less average inventory load) as supply chains normalize; balance sheet remains debt-free. Early selling-season indicators (March exit and first weeks of April) show incremental improvement, but the company remains cautious until the selling season fully develops. Management also expects potential OEM price increases tied to recent duties/tariffs but is not yet quantifying impact.
