Watsco B 2025 Q3 Earnings Revenue Falls 4.3% as Net Income Drops 6.2%

Watsco B (WSO.B) reported fiscal 2025 Q3 earnings on Nov 8, 2025, with total revenue declining 4.3% year-over-year to $2.07 billion. Earnings per share (EPS) fell 6.1% to $3.98, while net income dropped 6.2% to $189.23 million. The stock has seen a 9.05% month-to-date decline, underscoring investor concerns about the company’s performance.

Revenue

The total revenue of Watsco B decreased by 4.3% to $2.07 billion in 2025 Q3, down from $2.16 billion in 2024 Q3.

Earnings/Net Income

Watsco B's EPS declined 6.1% to $3.98 in 2025 Q3 from $4.24 in 2024 Q3. Meanwhile, the company's net income declined to $189.23 million in 2025 Q3, down 6.2% from $201.65 million reported in 2024 Q3. The earnings performance reflects a challenging operating environment.

Price Action

The stock price of Watsco B has edged down 0.00% during the latest trading day, has edged down 0.01% during the most recent full trading week, and has tumbled 9.05% month-to-date.

Post-Earnings Price Action Review

The stock’s post-earnings performance highlights persistent investor skepticism. While the decline in revenue and earnings appears modest, the month-to-date drop of nearly 9% suggests broader market concerns about Watsco B’s ability to navigate macroeconomic headwinds or internal operational challenges. The muted daily and weekly price movements indicate limited immediate reaction to the earnings report, but the significant monthly decline underscores a deteriorating sentiment among shareholders.

CEO Commentary

In the absence of a publicly available transcript, the CEO’s commentary is inferred from the reported figures. The leadership likely acknowledged the 4.3% revenue contraction and 6.2% net income decline, attributing these results to external market pressures such as inflationary costs or supply chain disruptions. Strategic priorities may include cost optimization and investment in high-growth segments to stabilize performance. The leadership outlook remains cautious, with a focus on long-term resilience despite short-term challenges.

Guidance

No forward-looking guidance was provided in the earnings report. The company did not disclose quantitative targets for future quarters or qualitative expectations for strategic initiatives.

Additional News

No significant non-earnings-related news was reported by Watsco B within three weeks of the Nov 8, 2025 earnings release. The company did not announce mergers, acquisitions, C-level executive changes, or shareholder return programs (e.g., dividends, buybacks) during this period.