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WSO WATSCO INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-07, not restated
Industrials

Scale

Market cap
$12.5bn
Revenue TTM
$7.3bn
Net income TTM
$476m
Free cash flow
$697m
Composite score
63.5
Sector rank
#617

Valuation

P / E
26.2
EV / EBITDA
16.5
EV / sales
1.6
FCF yield
5.59%
Earnings yield vs 10-yr
-0.92pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
6.5%
EBITDA margin
10.0%
ROE
15.9%
ROIC
27.1%
Revenue growth
-3.0%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In addition, regulatory mandates will likely periodically increase the required minimum Seasonal Energy Efficiency Ratio rating, referred to as SEER, thus providing a catalyst for increased sales of higher-efficiency systems. The table below summarizes the changes in our locations for the 12 months ended June 30, 2026: Second Quarter of 2026 Compared to Second Quarter of 2025 Revenues 19 of The increase in revenues for the second quarter of 2026 included $29.7 million attributable to new locations acquired and $0.7 million from other locations opened during the preceding 12 months, offset by $2.5 million from locations closed. …WATSCO INC, 10-Q, period ended 2026-06-30, filed 2026-08-07

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