Watsco Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.2%projected annual EPS growth
Analyst Coverage
10analysts covering
FY Revenue (est.)
$7.6Bnext fiscal year
FY EPS (est.)
$12.19next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
E-commerce Sales Penetration Quarterly3,600.0%Target: 60.0% in outperforming regions
Total Authenticated Users of HVAC Pro+ Mobile Apps Quarterly74KTarget: Continuous expansion
OnCallAir Gross Merchandise Value (GMV) Annually1.9BTarget: Exceed 2.0 billion in 2026
Gross Profit Margin Quarterly2,790.0%Target: 30.0%
Watch Items
- A2L Refrigerant Transition ProgressTrigger: Conversion of over $1 billion of inventory to new products and addition of 10,000+ new SKUsAction: Monitor unit volume trends (e.g., ducted compressor-bearing systems which fell 8% in Q1 2026) and average selling price mix shifts.
- Gree Electric Distribution DisputeTrigger: Legal suit filed by Gree claiming termination of exclusive distribution agreement; Watsco counterclaimed asserting 10-year renewalAction: Assess potential supply disruptions as Gree products represent less than 3% of Watsco's annual revenues.
- Jackson Supply Company IntegrationTrigger: Completion of the $230 million annual sales acquisition in Q2 2026Action: Track the adoption of Watsco's proprietary technology platforms across the 25 newly acquired Sunbelt locations.
Research as of 2 Sep 2026