Watsco, Inc. Aktie News

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

Watsco, Inc. (WSO) Analyst/Investor Day Transcript

Watsco remains a high-quality business with strong industry positioning and improving margins, but current valuation limits upside potential. WSO faces near-term headwinds, including disappointing recent results, weaker consumer sentiment, and repeated HVAC OEM price hikes impacting demand. Profitability remains a bright spot, with expanding margins and improved cash flow as inventory turnover ...

Watsco, Inc. ( WSO ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Albert Nahmad - Chairman & CEO Paul Johnston - Executive Vice President Barry S. Logan - Executive VP of Planning & Strategy, Secretary and Director Rick Gomez - Vice President of Corporate Development Aaron Nahmad - Co-Vice Chairman & President Conference Call Participants Thomas Moll - Stephens Inc.,...

Strong Balance Sheet and Market-Leading Technologies Enable Continued Investments in Growth Strong Balance Sheet and Market-Leading Technologies Enable Continued Investments in Growth

Watsco is a steady compounder, benefiting from secular HVAC trends, a durable moat, and a proven buy-and-build strategy; I reiterate a Buy rating. WSO's long-term growth is driven by expanding margins, rising free cash flow per share, and increasing demand for HVAC equipment due to climate trends and replacement cycles. Despite near-term headwinds from tariffs, supply chain issues, and softer d...

MIAMI, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today it will hold a meeting for institutional investors and analysts on Thursday December 11, 2025 in Coral Gables, Florida. The event will begin at 9:00 a.m. Eastern Time and will be webcast live on the Company's website www.watsco.com. Attendees interesting in joining the event in person are asked to email ir@watsco....

MIAMI, Oct. 13, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it will host its third quarter 2025 conference call on Wednesday, October 29, 2025 at 10:00 a.m. (EDT). Prepared remarks regarding the results will be followed by a question-and-answer session with the senior management team. The conference call will be web-cast by CCBN's StreetEvents and can be found under t...