Why is WSO down?
Down 7% over three years while the S&P 500 rose 80%.
- Sales and profit fell since its 2024 high,
−3Long-term trend
WSO's Quality Score fell 1 point on Tue, Nov 10, to 0. It did not trade higher than the day before.
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Down 7% over three years while the S&P 500 rose 80%.
−3Long-term trend
| Since its 2024 high | Down 44% |
| Latest filing | 10-Q, Nov 6 |
After its last 4 reports it closed -4.3% on average, higher 1 of 4 times.
WSO is #360 of 457 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 360 |
Expected to report Tue Feb 16, before the open (in 98 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $2.2B, 7% more than a year ago.
WSO's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
Sales grew 7.4% a year over 5 years, fiscal 2020 to 2025.
Pays $13.20 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 27, 2026 | -8.2% | -1.4% | +3.7% |
| Jul 29, 2026 | -6.6% | -12.9% | -8.8% |
| Apr 28, 2026 | +0.5% | -4.0% | -9.2% |
Sales grew in six of the last seven years, to $7.2B in 2025. It made a profit in each of the eight years.
RSI 52.4, MACD above signal, above its 50-day, below its 200-day. Not scored.
4 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: WSO is 0.3% of SCHD, under 0.1% of VIG, and under 0.1% of VYM, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
Watsco is the largest HVAC and refrigeration products distributor in North America with approximately 13% market share. The company primarily operates in the United States (90% of revenue) with significant exposure in the Sun Belt states. Watsco also has operations in Canada, Latin America, and the Caribbean. The company's customer base comprises more than 120,000 dealers and contractors serving the replacement and new-construction HVAC/R markets for residential and light-commercial applications. As much as 20% of residential HVAC units are distributed through Watsco in any given year. Revenue is approximately 75%-80% residential HVAC and 20%-25% commercial, with relatively small exposure to more complex "applied" solutions.
“We operate in highly competitive environments.”
WSO scores 0 today, which Breakaway calls Below Average. It is #360 of 457 in Industrials by Quality Score, with 1 of 14 chart checks firing. Down 7% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
WSO scores 0 today, which Breakaway calls Below Average (0 to 5). That is #360 of 457 in Industrials by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind WSO's 0.
Expected to report Tue Feb 16, before the open, a date Breakaway expects from the company's usual timing; the company has not confirmed it. WSO closed higher after 1 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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