Symbols

WSO

Watsco·NYSE

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WSO fundamentals

WSO Q4 2025 Earnings

Watsco (WSO) released its earnings on Feb 17, 2026: revenue was 1.58B (YoY -9.99%), missed estimates; EPS was 1.68 (YoY -29.11%), missed estimates.

Revenue / YoY

1.58B

-9.99%

EPS / YoY

1.68

-29.11%

Report date

Feb 17, 2026

WSO Earnings Call Summary for Q4,2025

【Key Takeaways】

Gross Margin Expansion: Q4 2025 gross margin improved to 27.1%, with a long-term target of 30% through AI-driven pricing and non-equipment sales growth.
Normalized Channel: A2L transition complete; contractors are trained, reducing unit volume decline to 17% in 2025, with 2026 expected to show stabilization.
Cash Flow Strength: $400 million Q4 cash flow and debt-free balance sheet support 10% dividend increase and strategic investments.
Digital Growth: E-commerce sales at 35% of total, with OnCall platform generating $1.8 billion in GMV, highlighting tech-driven efficiency.
2026 Outlook: Focus on 5x inventory turns and non-equipment sales expansion to offset potential unit volume headwinds.

Earnings

EPS

Revenue

Revenue & Expenses

WSO has released its 2025 Q4 earnings report, with revenue of 1.58B, reflecting a YoY change of -9.99%, and net profit of 87.05M, showing a YoY change of -24.42%. The Sankey diagram below clearly presents WSO's revenue sources and cost distribution.

Key Indicators

Watsco (WSO) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Watsco (WSO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Watsco (WSO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Watsco (WSO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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