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Watsco Inc (WSO)
:WSO
US Market
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Watsco (WSO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.11
Last Year’s EPS
2.37
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call highlighted Watsco's strong financial management and technology adoption despite facing sales declines and increased expenses due to market challenges and product transitions.
Company Guidance
During the third quarter of fiscal year 2025, Watsco, Inc. reported a 4% decline in total sales and a 3% decline in U.S. sales, despite achieving double-digit pricing gains on new products. Gross margins improved by 130 basis points to 27.5%, driven by several ongoing initiatives aimed at surpassing a 30% long-term gross margin target. Operating expenses rose by 5%, attributed to inefficiencies related to a significant product transition affecting 55% of products sold. The company generated a record third-quarter cash flow of $355 million and maintained a strong balance sheet with no debt, positioning itself to invest in growth opportunities. E-commerce sales penetration increased to 34%, reaching up to 70% in certain U.S. markets, while their digital selling platform, OnCallAir, saw a 19% increase in gross merchandise value, achieving $1.7 billion over the last 12 months. Watsco is focused on leveraging technology and innovation to enhance customer engagement and operational efficiency, aiming for long-term growth and improved inventory turns.
Record Cash Flow
Watsco generated record third quarter cash flow of $355 million, showcasing strong financial management.
Increased E-commerce Penetration
E-commerce penetration accounted for 34% of sales, reaching up to 60% to 70% in certain U.S. markets, reflecting significant digital growth.
Gross Margin Improvement
Gross margins improved by 130 basis-points to 27.5%, with a long-term goal of exceeding 30%.
Strong Technology Adoption
72,000 contractors and technicians are engaged with the mobile app, growing 18%, indicating strong technology adoption.
OnCallAir Platform Growth
The OnCallAir platform saw a 19% increase in gross merchandise value, reaching $1.7 billion over the last 12 months.

Watsco (WSO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

WSO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
2.11 / -
2.37
Oct 29, 2025
2025 (Q3)
4.22 / 3.98
4.22-5.69% (-0.24)
Jul 30, 2025
2025 (Q2)
4.78 / 4.52
4.490.67% (+0.03)
Apr 23, 2025
2025 (Q1)
2.27 / 1.93
2.17-11.06% (-0.24)
Feb 18, 2025
2024 (Q4)
2.15 / 2.37
2.0615.05% (+0.31)
Oct 23, 2024
2024 (Q3)
4.72 / 4.22
4.35-2.99% (-0.13)
Jul 30, 2024
2024 (Q2)
4.70 / 4.49
4.421.58% (+0.07)
Apr 24, 2024
2024 (Q1)
2.29 / 2.17
2.83-23.32% (-0.66)
Feb 13, 2024
2023 (Q4)
2.42 / 2.06
2.35-12.34% (-0.29)
Oct 19, 2023
2023 (Q3)
4.28 / 4.35
4.037.94% (+0.32)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

WSO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$358.39$368.29+2.76%
Jul 30, 2025
$460.94$438.95-4.77%
Apr 23, 2025
$495.80$439.87-11.28%
Feb 18, 2025
$473.84$519.94+9.73%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Watsco Inc (WSO) report earnings?
Watsco Inc (WSO) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
    What is Watsco Inc (WSO) earnings time?
    Watsco Inc (WSO) earnings time is at Feb 18, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is WSO EPS forecast?
          WSO EPS forecast for the fiscal quarter 2025 (Q4) is 2.11.
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