WSO

Watsco, Inc.
NYSEUSDEQUITY Industrials DELAYED
Last price
314.20
▼ 0.25 (0.08%)
MARKET ·

Price

Open
314.45
Prev close
314.45
Day high
318.34
Day low
311.34
Volume
364.50K
Market cap
$12.87B
P/E (TTM)
26.73
52W range
300.66 – 459.00

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-0.36% +1.0%
1M
-13.31% -17.0%
3M
-17.55% -20.7%
6M
-23.90% -35.0%
YTD
-7.42% -19.7%
1Y
-25.51% -45.5%
3Y
-11.36% -85.5%
5Y

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Fundamentals

TTM · reported
Market cap$12.87B
Enterprise value$12.59B
Revenue (TTM)$7.28B
Gross profit$2.00B
EBITDA$701.10M
Net income$443.48M
EPS (TTM)$11.67
Free cash flow$483.66M
Total cash$464.19M
Total debt$535.27M
Book value / share$77.60
Shares outstanding35.59M
Float33.51M
Short % of float0.00%
Dividend yield4.23%
Beta (5Y)1.04

Valuation & profitability ratios

Account required
Trailing P/E26.73
Forward P/E23.51
PEG ratio1.37
Price / sales
Price / book4.02
EV / revenue1.73
EV / EBITDA17.95
Gross margin27.51%
Operating margin10.94%
Profit margin6.53%
Return on equity16.74%
Return on assets8.37%
Debt / equity15.41
Current ratio3.20
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

Annual · as reported
Last 4 fiscal years
Line item2025202420232022
Total revenue$7.24B$7.62B$7.28B$7.27B
Cost of revenue$0$0$0$0
Gross profit$0$0$0$0
R&D
SG&A
Operating income
Pre-tax income
Tax provision$0$0$0$0
Net income$464.19M$498.92M$499.40M$549.87M
EBIT$0$0$0$0

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 4.394.00 -8.8%
Mar 2026 1.681.87 +11.4%
Dec 2025 1.891.68 -11.0%
Sep 2025 4.293.98 -7.3%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 4.13 9 $2.20B +6.6%
Next quarter 1.94 9 $1.69B +7.0%
Current year 12.19 11 $7.55B +4.3%
Next year 13.23 10 $7.96B +5.4%

Analyst targets & ownership

Account required
Mean target$378.70
High target$485.00
Low target$330.00
Implied upside20.53%
Analyst count10
ConsensusHOLD
Strong buy / Buy1 / 2
Hold10
Sell / Strong sell1 / 0
Held by insiders0.38%
Held by institutions110.10%
Institutions holding1.06K
Free account required

Price targets, consensus spread, insider and institutional ownership.

Insider net activity

6m · Form 4 rollup
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
Net transactions
0
Buys less sells
Sell : buy shares
Not enough filings
Insider-held shares
147.41K
Total on file

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Dec 12, 25
LOPEZ-BLAZQUEZ ANA
Director
CONVERSION 1.00K $250.84K Direct
Dec 5, 25
DICKINS VEITCH DENISE E
Director
STOCK 269 $0 Direct
Jun 10, 25
CUSTER JOHN MICHAEL
Director
SELL 2.20K $986.19K Direct
May 15, 25
DICKINS VEITCH DENISE E
Director
STOCK 191 $0 Direct
May 12, 25
DICKINS VEITCH DENISE E
Director
CONVERSION 4.50K $787.82K Direct
Mar 5, 25
ALVAREZ CESAR LICINIO
Director
SELL 2.10K $1.05M Direct
Mar 5, 25
ALVAREZ CESAR LICINIO
Director
CONVERSION 2.50K $437.68K Direct
Dec 18, 24
LOGAN BARRY S
Officer and Director
SELL 11.00K $5.59M Direct
Sep 3, 24
DICKINS VEITCH DENISE E
Director
STOCK 60 $0 Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

5 reporting
NameRelationShares heldLatest
ALVAREZ CESAR LICINIO
Director 400 Sale
CUSTER JOHN MICHAEL
Director 3.55K Sale
DICKINS VEITCH DENISE E
Director 21.64K Stock Gift
LOGAN BARRY S
Officer and Director 1.77K Sale
LOPEZ-BLAZQUEZ ANA
Director 293 Conversion of Exercise of derivative security

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
315.12
-0.29% from price
SMA 20
323.02
-3.43% from price
SMA 50
362.49
-13.94% from price
SMA 100
382.50
-17.86% from price
SMA 200
376.76
-17.21% from price
EMA 12
318.68
-1.41% from price
EMA 26
332.92
-5.62% from price
EMA 50
350.93
-10.47% from price
RSI (14)
36.2
Neutral
MACD (12,26,9)
-14.23
Hist 1.40
ATR (14)
9.42
3.02% of price
Realised vol 30D
50.3%
Annualised
Bollinger upper
355.36
20, 2σ
Bollinger lower
290.68
20, 2σ
50 / 200 cross
Death
362.49 vs 376.76
Trend bias
Below 200
-17.21%

Risk profile

Daily returns · 1Y window
Beta vs SPY
1.17
More volatile than market
Correlation to SPY
0.43
Loosely linked
Realised vol 30D
50.3%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-32.3%
Peak to trough
Max drawdown 5Y
-45.6%
Peak to trough
ATR 14
9.42
3.02% of price
Beta (reported)
1.04
5Y monthly, from filing

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Options analytics

Account required
Put / call volume
0.38
Call-heavy session
Put / call open interest
0.70
Positioning, not flow
Max pain
330.00
+5.8% from spot
ATM implied vol
34.9%
Nearest strike to spot
Skew (10% OTM)
+6.4%
Puts bid over calls
Call volume
74
Contracts, this expiry
Put volume
28
Contracts, this expiry
Heaviest call OI
360.00
78 contracts
Heaviest put OI
300.00
37 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Options chain

Account required
ExpirySpot 314.20
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.