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Watsco Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.70 |
| EPS actual | $1.87 |
| EPS Surprise | 10.00% |
| 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 | $4.22 |
| EPS actual | $4.26 |
| EPS Surprise | 0.95% |
| Revenue estimate | 2.137B |
| Revenue actual | 2.067B |
| Revenue Surprise | -3.29% |
| Release date | Aug 01, 2025 |
| EPS estimate | $4.78 |
| EPS actual | $4.85 |
| EPS Surprise | 1.46% |
| Revenue estimate | 2.137B |
| Revenue actual | 2.062B |
| Revenue Surprise | -3.50% |
Last 4 Quarters for Watsco
Below you can see how WSO-B 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 | Aug 01, 2025 |
| Price on release | $437.48 |
| EPS estimate | $4.78 |
| EPS actual | $4.85 |
| EPS surprise | 1.46% |
| Date | Price |
|---|---|
| Jul 28, 2025 | $437.48 |
| Jul 29, 2025 | $437.48 |
| Jul 30, 2025 | $437.48 |
| Jul 31, 2025 | $437.48 |
| Aug 01, 2025 | $437.48 |
| Aug 04, 2025 | $434.83 |
| Aug 05, 2025 | $434.83 |
| Aug 06, 2025 | $434.83 |
| Aug 07, 2025 | $434.83 |
| 4 days before | 0% |
| 4 days after | -0.607% |
| On release day | -0.607% |
| Change in period | -0.607% |
| Release date | Oct 29, 2025 |
| Price on release | $379.35 |
| EPS estimate | $4.22 |
| EPS actual | $4.26 |
| EPS surprise | 0.95% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $379.35 |
| Oct 24, 2025 | $379.35 |
| Oct 27, 2025 | $379.35 |
| Oct 28, 2025 | $379.35 |
| Oct 29, 2025 | $379.35 |
| Oct 30, 2025 | $366.15 |
| Oct 31, 2025 | $366.15 |
| Nov 03, 2025 | $366.15 |
| Nov 04, 2025 | $366.15 |
| 4 days before | 0% |
| 4 days after | -3.48% |
| On release day | -3.48% |
| Change in period | -3.48% |
| Release date | Feb 17, 2026 |
| Price on release | $419.25 |
| EPS estimate | $1.88 |
| EPS actual | $1.68 |
| EPS surprise | -10.64% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $416.88 |
| Feb 11, 2026 | $416.88 |
| Feb 12, 2026 | $419.25 |
| Feb 13, 2026 | $419.25 |
| Feb 17, 2026 | $419.25 |
| Feb 18, 2026 | $419.25 |
| Feb 19, 2026 | $419.25 |
| Feb 20, 2026 | $419.25 |
| Feb 23, 2026 | $419.25 |
| 4 days before | 0.569% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0.569% |
| Release date | Apr 28, 2026 |
| Price on release | $450.00 |
| EPS estimate | $1.70 |
| EPS actual | $1.87 |
| EPS surprise | 10.00% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $368.33 |
| Apr 23, 2026 | $368.33 |
| Apr 24, 2026 | $368.33 |
| Apr 27, 2026 | $450.00 |
| Apr 28, 2026 | $450.00 |
| Apr 29, 2026 | $429.05 |
| Apr 30, 2026 | $440.50 |
| May 01, 2026 | $440.50 |
| May 04, 2026 | $440.50 |
| 4 days before | 22.17% |
| 4 days after | -2.11% |
| On release day | -4.66% |
| Change in period | 19.59% |
Watsco Earnings Call Transcript Summary of Q1 2026
Watsco reported a cautious but constructive start to 2026: the A2L product transition has largely matured, enabling a simpler operating environment and improving stability as the selling season begins. Management announced the acquisition of Jackson Supply ($230 million in annual sales; adds 25 Sunbelt locations; expected to close in Q2) to broaden parts/supplies exposure and Sunbelt presence. Q1 highlights: U.S. sales +2%, e-commerce sales +16%, OnCallAir customer sales +20% (management expects OnCallAir GMV to exceed $2 billion in 2026), gross margins held largely intact, SG&A flat, and the company remains debt free. Management reiterated a long-term gross-margin target of 30% and emphasized ongoing investments in technology (pricing optimization, Hydros/DCR, SupplySync), AI, and initiatives to grow parts & supplies. Inventory is being managed for improved turns (less structural destocking, more efficient carrying), and early-season momentum showed March high-single-digit same-day growth with that trend continuing into April. Management expects potential OEM price increases tied to recent duties (Section 232) but is taking a measured view on full-year unit sell-through and seasonal dynamics — overall tone: cautiously optimistic with emphasis on competitive advantages, tech investments, and M&A optionality.
