Informazioni su Watsco, Inc. Common Stock Panoramica della società da Wikipedia

Watsco, Inc. is a distributor of air conditioning, heating and refrigeration equipment, and related parts and supplies (HVAC/R) in the United States. Watsco was founded more than 60 years ago as a manufacturer of parts, components, and tools used in the HVAC/R industry. In 1989, the company shifted from manufacturing to distribution, by acquiring Gemaire Distributors Inc., a South Florida-based Rheem distributor.

Watsco, Inc. is a distributor of air conditioning, heating and refrigeration equipment, and related parts and supplies (HVAC/R) in the United States. Watsco was founded more than 60 years ago as a manufacturer of parts, components, and tools used in the HVAC/R industry. In 1989, the company shifted from manufacturing to distribution, by acquiring Gemaire Distributors Inc., a South Florida-based Rheem distributor.

## Key dates

1947: The company, Wagner Tool & Supply Corp., is founded in New York

1956: Watsco, Inc. incorporated in Florida

1963: The company goes public

1972: Albert H. Nahmad becomes chairman, president and CEO

1989: Watsco acquires an 80% interest in Gemaire in Florida and shifts focus to distribution

1990: The company acquires a 50.5% interest in Heating & Cooling Supply in California

1993: Watsco acquires an 80% interest in Comfort Supply in Texas

1996: Watsco purchases minority interests of Gemaire, Heating & Cooling & Comfort Supply

1997: The company acquires locations from Carrier and ICP; enters refrigeration market

1998: Watsco sells its manufacturing operation; revenues reach US$1 billion

2005: The company acquires East Coast Metal Distributors, a distributor of Goodman products

2009: Watsco forms first joint venture with Carrier Corporation; revenues reach US$2 billion

2011: The company enters Mexico

2012: Watsco enters Canada and revenues exceed US$3 billion

2015: The company's revenues reach US$4 billion

2019: Watsco expanded its presence in the Northeast

2020: The company's revenues reach US$5 billion

2021: Watsco acquires Temperature Equipment Corporation (TEC) to expand its presence in the Midwest. Revenues reach US$6 billion

2022: The company's revenues reach US$7 billion and the company was named to the Fortune 500 list

2025: Watsco Acquires Southern Ice Equipment Distributors

== References ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

WSO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo

$322.13

Capitalizzazione di Mercato

$12.57B

P/E (TTM)

26.3

EPS (TTM)

$12.25

Ricavi (TTM)

$7.24B

Rendimento div.

3.8%

ROE

18.3%

D/E Debito/Patrimonio

—

Intervallo 52 sett.

$301 – $459

WSO Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $7.24B

2016-12-31 → 2025-12-31

EPS $12.25

2016-12-31 → 2025-12-31

Flusso di cassa libero $535M

2016-12-31 → 2025-12-31

Margini 6.9%

2016-12-31 → 2025-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

P/E (TTM)

26.3

25.1

P/S (TTM)

1.7

1.8

P/B

4.5

4.9

Price / FCF (Prezzo / FCF)

23.5

—

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

Gross Margin (Margine lordo)

28.1%

28.0%

Operating Margin (Margine Operativo)

10.0%

—

Net Profit Margin (Margine di Profitto Netto)

6.9%

6.8%

ROA

11.2%

8.4%

ROE

18.3%

21.6%

ROIC

20.6%

—

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

Current Ratio (Rapporto corrente)

4.1

2.4

Quick Ratio

2.1

—

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

Revenue YoY (Ricavi YoY)

-5.0%

—

Revenue CAGR 3Y (CAGR Ricavi 3Y)

-0.16%

—

Revenue CAGR 5Y (CAGR Ricavi 5Y)

7.4%

—

EPS YoY

-7.9%

—

Net Income YoY (Utile Netto YoY)

-7.3%

—

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

EPS (Diluted) (EPS (Diluito))

$12.25

—

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica

Tendenza 5 anni

WSO

Mediana dei peer

Payout Ratio (Rapporto di Distribuzione Utili)

95.3%

—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield

3.8%

Rapporto di Distribuzione Utili

95.3%

CAGR Dividendi 5Y

—

Data ex-dividendo	Importo
16 Luglio 2026	$3,3000
16 Aprile 2026	$3,3000
16 Gennaio 2026	$3,0000
16 Ottobre 2025	$3,0000
16 Luglio 2025	$3,0000
15 Aprile 2025	$3,0000
17 Gennaio 2025	$2,7000
16 Ottobre 2024	$2,7000
16 Luglio 2024	$2,7000
12 Aprile 2024	$2,7000
16 Gennaio 2024	$2,4500
16 Ottobre 2023	$2,4500
14 Luglio 2023	$2,4500
14 Aprile 2023	$2,4500
13 Gennaio 2023	$2,4500
14 Ottobre 2022	$2,2000
14 Luglio 2022	$2,2000
13 Aprile 2022	$2,2000
13 Gennaio 2022	$1,9500
14 Ottobre 2021	$1,9500

WSO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

MANTIENI 23 analisti

Acquisto forte 2 8,7%
Compra 0 0,0%
Mantieni 14 60,9%
Vendi 5 21,7%
Vendita forte 2 8,7%

Target Price a 12 Mesi

10 analisti · 2026-08-17

Mediana $367.00

Media $382.20

← Sotto tutti i target $322.13

Basso $330.00

Alto $485.00

Target mediano $367.00 +13,9%

Target medio $382.20 +18,6%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media

-0.25%

Periodo	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	$4.00	$4.48	-0.48%
31 Marzo 2026	$1.87	$1.71	0.16%
31 Dicembre 2025	$1.68	$1.90	-0.22%
30 Settembre 2025	$3.98	$4.24	-0.26%
30 Giugno 2025	$4.52	$4.85	-0.32%
31 Marzo 2025	$1.93	$2.28	-0.35%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
WSO	$13.14B	27.5	-5.0%	6.9%	18.3%	28.1%
FERG	—	24.0	3.8%	6.0%	32.3%	30.7%
SUNB	$31.40B	24.3	3.4%	11.9%	17.7%	38.5%
WCC	$11.90B	18.7	7.8%	2.7%	12.8%	—
QXO	$13.01B	-30.6	11925.0%	-4.1%	-2.9%	23.0%
AIT	$12.44B	30.9	8.8%	8.3%	22.4%	30.3%
CNM	—	23.1	2.8%	5.8%	23.9%	26.9%
MSM	—	25.3	-1.4%	5.3%	14.3%	40.8%
GATX	$6.00B	18.6	9.8%	19.1%	12.8%	—
RUSHA	—	16.5	-4.8%	3.5%	12.1%	19.7%
URI	$51.06B	21.0	4.9%	15.5%	28.4%	38.2%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14

Dati annuali Conto Economico per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$7.24B	$7.62B	$7.28B	$7.27B	$6.28B	$5.05B	$4.77B	$4.55B	$4.34B	$4.22B	$4.11B	$3.94B
Cost of Revenue	$5.21B	$5.57B	$5.29B	$5.24B	$4.61B	$3.83B	$3.61B	$3.43B	$3.28B	$3.19B	$3.11B	$2.99B
Gross Profit	$2.03B	$2.04B	$1.99B	$2.03B	$1.67B	$1.22B	$1.16B	$1.12B	$1.07B	$1.03B	$1.01B	$956M
SG&A Expense	$1.34B	$1.29B	$1.22B	$1.22B	$1.06B	$833M	$800M	$757M	$716M	$689M	$671M	$651M
Operating Income	$720M	$782M	$795M	$832M	$629M	$401M	$367M	$372M	$354M	$346M	$337M	$306M
Interest Expense	·	·	·	·	·	·	·	·	·	·	$6M	$5M
Pretax Income	$738M	$803M	$790M	$829M	$628M	$400M	$363M	$369M	$348M	$342M	$331M	$301M
Income Tax	$150M	$167M	$156M	$126M	$129M	$77M	$67M	$73M	$90M	$106M	$105M	$92M
Net Income	$497M	$536M	$536M	$601M	$419M	$270M	$246M	$243M	$208M	$183M	$173M	$151M
EPS (Basic)	$12.27	$13.34	$13.72	$15.46	$10.83	$7.03	$6.51	$6.50	$5.81	$5.16	$4.91	$4.33
EPS (Diluted)	$12.25	$13.30	$13.67	$15.41	$10.78	$7.01	$6.50	$6.49	$5.81	$5.15	$4.90	$4.32
Shares (Basic)	37,835,054	37,391,461	36,406,148	·	35,244,230	35,069,516	34,644,700	34,319,890	32,824,947	32,582,385	32,435,961	32,308,073
Shares (Diluted)	37,899,859	37,510,332	36,531,683	·	35,423,838	35,150,571	34,675,641	34,374,269	32,862,633	32,616,504	32,480,356	32,358,854
EBITDA	$764M	$823M	$830M	$863M	$657M	$427M	$391M	$394M	$376M	$366M	$356M	$324M

Stato Patrimoniale 27

Dati annuali Stato Patrimoniale per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$433M	$526M	$210M	$148M	$118M	$146M	$74M	$83M	$80M	$56M	$35M	$24M
Short-term Investments	$300M	$256M	$0	·	·	·	·	·	·	·	·	·
Receivables	$796M	$878M	$798M	$747M	$698M	$535M	$534M	$502M	$478M	$476M	$451M	$434M
Inventory	$1.39B	$1.39B	$1.35B	$1.37B	$1.12B	$781M	$921M	$837M	$761M	$685M	$674M	$678M
Other Current Assets	$39M	$35M	$37M	$34M	$29M	$22M	$18M	$20M	$17M	$23M	$21M	$21M
Current Assets	$2.95B	$3.08B	$2.39B	$2.30B	$1.96B	$1.48B	$1.55B	$1.44B	$1.34B	$1.24B	$1.18B	$1.16B
PP&E (Net)	$136M	$141M	$136M	$125M	$111M	$98M	$99M	$91M	$91M	$91M	$63M	$53M
PP&E (Gross)	$410M	$390M	$358M	$322M	$285M	$256M	$244M	$223M	$214M	$204M	$167M	$150M
Accum. Depreciation	$274M	$250M	$221M	$196M	$174M	$158M	$145M	$132M	$123M	$114M	$104M	$97M
Goodwill	$463M	$452M	$457M	$431M	$434M	$412M	$412M	$411M	$383M	$380M	$378M	$387M
Intangibles	$210M	$208M	$218M	$175M	$187M	$170M	$172M	$148M	$161M	$159M	$160M	$186M
Other Non-current Assets	$14M	$11M	$11M	$8M	$9M	$12M	$9M	$8M	$74M	$6M	$6M	$6M
Total Assets	$4.41B	$4.48B	$3.73B	$3.49B	$3.09B	$2.48B	$2.56B	$2.16B	$2.05B	$1.87B	$1.79B	$1.79B
Accounts Payable	$350M	$491M	$369M	$456M	$364M	$252M	$240M	$200M	$230M	$185M	$145M	$173M
Accrued Liabilities	$250M	$383M	$242M	$303M	$278M	$164M	$153M	$157M	$186M	$129M	$125M	$113M
Current Liabilities	$718M	$984M	$712M	$907M	$727M	$487M	$462M	$358M	$416M	$315M	$270M	$287M
Capital Leases	$351M	$322M	$277M	$232M	$187M	·	$154M	·	·	·	·	·
Deferred Tax	·	·	·	·	·	·	·	·	·	$69M	·	·
Total Debt	·	·	·	·	·	·	·	·	·	·	$246M	$304M
Common Stock	$20M	$19M	$19M	$19M	$19M	$19M	$19M	$18M	$18M	$18M	$18M	$18M
Paid-in Capital	·	·	·	·	·	·	·	·	·	·	·	$581M
Retained Earnings	$1.32B	$1.30B	$1.18B	$1.03B	$761M	$636M	$633M	$628M	$595M	$550M	$495M	$421M
Treasury Stock	$73M	$73M	$87M	$87M	$87M	$87M	$87M	$87M	$87M	$114M	$114M	$114M
AOCI	$-50M	$-60M	$-42M	$-48M	$-34M	$-35M	$-39M	$-46M	$-34M	$-44M	$-47M	$-24M
Stockholders' Equity	$2.78B	$2.66B	$2.23B	$1.89B	$1.66B	$1.49B	$1.44B	$1.35B	$1.30B	$1.01B	$957M	$884M
Liabilities + Equity	$4.41B	$4.48B	$3.73B	$3.49B	$3.09B	$2.48B	$2.56B	$2.16B	$2.05B	$1.87B	$1.79B	$1.79B
Shares Outstanding	39,008,240	38,861,032	38,705,586	38,108,752	37,881,247	37,702,489	37,536,363	36,952,762	36,825,128	36,682,562	36,616,197	36,444,289

Flusso di cassa 16

Dati annuali Flusso di cassa per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$44M	$41M	$35M	$32M	$28M	$26M	$25M	$22M	$22M	$20M	$19M	$18M
Stock-based Comp	$35M	$35M	$30M	$29M	$25M	$22M	$17M	$16M	$13M	$12M	$13M	$11M
Deferred Tax	$18M	$229.0K	$-7M	$13M	$6M	$40.0K	$1M	$8M	$-11M	$3M	$5M	$289.0K
Amort. of Intangibles	$5M	$5M	$4M	$5M	$6M	$6M	$6M	$5M	$5M	$5M	$5M	$6M
Other Non-cash	$-25M	$161M	$-32M	$-103M	$-129M	$217M	$47M	$-118M	$74M	$60M	$12M	$-36M
Operating Cash Flow	$570M	$773M	$562M	$572M	$350M	$534M	$336M	$171M	$307M	$282M	$223M	$145M
CapEx	$35M	$30M	$35M	$36M	$25M	$16M	$18M	$17M	$18M	$44M	$24M	$22M
Investing Cash Flow	$-98M	$-291M	$-41M	$-34M	$-149M	$-16M	$-81M	$-26M	$-81M	$-43M	·	·
Stock Issued	·	·	·	$20M	$21M	$19M	$13M	$7M	$5M	$6M	$6M	$4M
Net Stock Activity	·	·	·	$20M	$21M	$19M	$13M	$7M	$5M	$6M	$6M	$4M
Dividends Paid	$474M	$424M	$383M	$332M	$295M	$266M	$241M	$209M	$164M	$128M	$99M	$70M
Financing Cash Flow	$-568M	$-159M	$-460M	$-504M	$-229M	$-448M	$-264M	$-140M	$-202M	$-218M	·	·
Net Change in Cash	$-93M	$316M	$63M	$29M	$-28M	$72M	$-8M	$2M	$24M	$21M	$11M	$5M
Taxes Paid	$165M	$125M	$188M	$106M	$125M	$71M	$70M	$115M	$48M	$99M	$103M	$83M
Free Cash Flow	$535M	$743M	$526M	$536M	$324M	$518M	$318M	$153M	$289M	$234M	$198M	$123M
Levered FCF	·	·	·	·	·	·	·	·	·	·	$194M	$120M

Redditività 8

Dati annuali Redditività per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	28.1%	26.8%	27.4%	27.9%	26.6%	24.2%	24.2%	24.6%	24.5%	24.5%	24.5%	24.2%
Operating Margin	10.0%	10.3%	10.9%	11.4%	10.0%	7.9%	7.7%	8.2%	8.2%	8.2%	8.2%	7.8%
Net Margin	6.9%	7.0%	7.4%	8.3%	6.7%	5.3%	5.2%	5.3%	4.8%	4.3%	4.2%	3.8%
Pretax Margin	10.2%	10.5%	10.8%	11.4%	10.0%	7.9%	7.6%	8.1%	8.0%	8.1%	8.1%	7.6%
EBITDA Margin	10.5%	10.8%	11.4%	11.9%	10.5%	8.5%	8.2%	8.7%	8.7%	8.7%	8.6%	8.2%
ROA	11.2%	13.1%	14.9%	18.3%	15.0%	10.7%	10.4%	11.6%	10.6%	10.0%	9.7%	8.8%
ROE	18.3%	21.9%	26.0%	33.8%	26.6%	18.4%	17.7%	18.4%	18.1%	18.6%	18.8%	17.6%
ROIC	20.6%	23.3%	28.6%	37.3%	30.0%	21.8%	20.8%	22.2%	20.2%	23.7%	19.1%	17.9%

Liquidità e Solvibilità 5

Dati annuali Liquidità e Solvibilità per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	4.1	3.1	3.4	2.5	2.7	3.0	3.4	4.0	3.2	3.9	4.4	4.0
Quick Ratio	2.1	1.7	1.4	1.0	1.1	1.4	1.3	1.6	1.3	1.7	1.8	1.6
Debt / Equity	·	·	·	·	·	·	·	·	·	·	0.3	0.3
LT Debt / Equity	·	·	·	·	·	·	·	·	·	·	0.3	0.3
Interest Coverage	·	·	·	·	·	·	·	·	·	·	60.7	58.7

Efficienza 3

Dati annuali Efficienza per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	1.6	1.9	2.0	2.2	2.3	2.0	2.0	2.2	2.2	2.3	2.3	2.3
Inventory Turnover	3.8	4.1	3.9	4.2	4.9	4.5	4.1	4.3	4.5	4.7	4.6	4.7
Receivables Turnover	8.6	9.1	9.4	10.1	10.2	9.5	9.2	9.3	9.1	9.1	9.3	9.5

Per Azione 6

Dati annuali Per Azione per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$71.30	$68.37	$57.61	$49.57	$43.95	$39.43	$38.24	$36.47	$35.25	$27.42	$26.14	$24.26
Revenue / Share	$191.01	·	·	·	$177.29	$143.81	$137.57	$132.27	$132.12	$129.40	$126.64	$121.90
Cash Flow / Share	$15.03	·	·	·	$9.87	$15.20	$9.68	$4.96	$9.33	$8.52	$6.82	$4.48
Cash / Share	$11.11	$13.54	$5.43	$3.87	$3.12	$3.87	$1.98	$2.24	$2.19	$1.53	$0.96	$0.67
Dividend / Share	$12	$11	$10	$9	$8	$7	$6	$6	$5	$4	$3	$2
EPS (TTM)	$12.25	$13.30	$13.67	$15.41	$10.78	$7.01	$6.50	$6.49	$5.81	$5.15	$4.90	$4.32

Tassi di Crescita 10

Dati annuali Tassi di Crescita per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-5.0%	4.6%	0.13%	15.8%	24.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-0.16%	6.7%	13.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	7.4%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	-7.9%	-2.7%	-11.3%	43.0%	53.8%	·	·	·	·	·	·	·
EPS CAGR 3Y	-7.4%	7.2%	24.9%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	11.8%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-7.3%	-0.01%	-10.8%	43.5%	55.4%	·	·	·	·	·	·	·
Net Income CAGR 3Y	-6.2%	8.6%	25.8%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	13.0%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	12.3%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Dati annuali Valutazione (TTM) per WSO
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$7.24B	$7.62B	$7.28B	$7.27B	$6.28B	$5.05B	$4.77B	$4.55B	$4.34B	$4.22B	$4.11B	$3.94B
Net Income TTM	$497M	$536M	$536M	$601M	$419M	$270M	$246M	$243M	$208M	$183M	$173M	$151M
Market Cap	$13.14B	$18.42B	$16.58B	$9.50B	$11.85B	$8.54B	$6.76B	$5.14B	$6.26B	$5.43B	$4.29B	$3.90B
Enterprise Value	·	·	·	·	·	·	·	·	·	·	$4.50B	$4.18B
P/E	27.5	35.6	31.3	16.2	29.0	32.3	27.7	21.4	29.3	28.8	23.9	24.8
P/S	1.8	2.4	2.3	1.3	1.9	1.7	1.4	1.1	1.4	1.3	1.0	1.0
P/B	4.7	6.9	7.4	5.0	7.1	5.7	4.7	3.8	4.8	5.4	4.5	4.4
P / Tangible Book	6.2	9.2	10.7	7.4	11.4	9.4	·	·	·	·	·	·
P / Cash Flow	23.1	23.8	29.5	16.6	33.9	16.0	20.1	30.1	20.4	19.6	19.4	26.9
P / FCF	24.6	24.8	31.5	17.7	36.6	16.5	21.3	33.5	21.7	23.2	21.7	31.6
EV / EBITDA	·	·	·	·	·	·	·	·	·	·	12.6	12.9
EV / FCF	·	·	·	·	·	·	·	·	·	·	22.8	33.8
EV / Revenue	·	·	·	·	·	·	·	·	·	·	1.1	1.1
Dividend Yield	3.6%	2.3%	2.3%	3.5%	2.5%	3.1%	3.6%	4.1%	2.6%	2.4%	2.3%	1.8%
Earnings Yield	3.6%	2.8%	3.2%	6.2%	3.5%	3.1%	3.6%	4.7%	3.4%	3.5%	4.2%	4.0%
Payout Ratio	95.3%	79.0%	71.3%	55.3%	70.3%	98.6%	98.2%	86.1%	78.8%	69.8%	57.0%	46.2%
Annual Payout	$474M	$424M	$383M	$332M	$295M	$266M	$241M	$209M	$164M	$128M	$99M	$70M

Conto Economico 13

Dati trimestrali Conto Economico per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$2.10B	$1.53B	$1.58B	$2.07B	$2.06B	$1.53B	$1.75B	$2.16B	$2.14B	$1.56B	$1.60B	$2.13B	$2.00B	$1.55B	$1.58B	$2.04B
Cost of Revenue	$1.53B	$1.11B	$1.15B	$1.50B	$1.46B	$1.10B	$1.29B	$1.59B	$1.56B	$1.13B	$1.19B	$1.56B	$1.44B	$1.10B	$1.15B	$1.48B
Gross Profit	$579M	$428M	$428M	$569M	$603M	$430M	$468M	$566M	$580M	$431M	$414M	$567M	$563M	$448M	$434M	$551M
SG&A Expense	$349M	$323M	$333M	$344M	$339M	$323M	$338M	$326M	$319M	$310M	$312M	$320M	$304M	$287M	$302M	$322M
Operating Income	$238M	$110M	$102M	$235M	$272M	$112M	$136M	$250M	$269M	$127M	$108M	$257M	$266M	$165M	$137M	$236M
Pretax Income	$242M	$117M	$107M	$238M	$274M	$118M	$143M	$257M	$274M	$129M	$109M	$255M	$262M	$164M	$137M	$236M
Income Tax	$51M	$24M	$20M	$49M	$57M	$23M	$28M	$55M	$59M	$25M	$11M	$54M	$57M	$34M	$-20M	$50M
Net Income	$163M	$79M	$72M	$162M	$184M	$80M	$97M	$171M	$181M	$87M	$83M	$171M	$173M	$110M	$138M	$158M
EPS (Basic)	$4.00	$1.87	$1.83	$3.98	$4.53	$1.93	$2.43	$4.24	$4.50	$2.17	$2.09	$4.36	$4.43	$2.84	$3.57	$4.04
EPS (Diluted)	$4.00	$1.87	$1.82	$3.98	$4.52	$1.93	$2.42	$4.22	$4.49	$2.17	$2.07	$4.35	$4.42	$2.83	$3.55	$4.03
Shares (Basic)	38,162,359	37,932,743	21,718	37,860,987	37,825,623	37,752,203	77,372	37,552,000	·	·	·	·	·	·	·	·
Shares (Diluted)	38,192,692	37,964,580	9,262	37,918,392	37,899,430	37,853,255	76,482	37,671,752	·	·	·	·	·	·	·	·
EBITDA	$238M	$121M	·	$235M	$272M	$123M	·	$250M	$269M	$136M	·	$257M	$266M	$173M	·	$236M

Stato Patrimoniale 24

Dati trimestrali Stato Patrimoniale per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$364M	$393M	$433M	$324M	$293M	$432M	$526M	$294M	$225M	$279M	·	$175M	$163M	$141M	·	$130M
Short-term Investments	$100M	$200M	$300M	$200M	$0	$0	$256M	$256M	$200M	$200M	·	·	·	·	·	·
Receivables	$1.06B	$839M	$796M	$942M	$1.02B	$794M	$878M	$945M	$1.00B	$832M	·	$949M	$991M	$811M	·	$860M
Inventory	$1.89B	$1.72B	$1.39B	$1.60B	$1.95B	$1.78B	$1.39B	$1.60B	$1.57B	$1.66B	·	$1.55B	$1.69B	$1.61B	·	$1.39B
Other Current Assets	$39M	$34M	$39M	$48M	$38M	$33M	$35M	$42M	$35M	$32M	·	$56M	$40M	$31M	·	$35M
Current Assets	$3.45B	$3.18B	$2.95B	$3.12B	$3.30B	$3.04B	$3.08B	$3.13B	$3.03B	$3.00B	·	$2.73B	$2.88B	$2.60B	·	$2.41B
PP&E (Net)	$147M	$133M	$136M	$135M	$137M	$138M	$141M	$140M	$138M	$138M	·	$134M	$128M	$127M	·	$122M
PP&E (Gross)	·	·	$410M	·	·	·	$390M	·	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$274M	·	·	·	$250M	·	·	·	·	·	·	·	·	·
Goodwill	$560M	$461M	$463M	$465M	$466M	$455M	$452M	$459M	$458M	$459M	$457M	$492M	$432M	$431M	$431M	$430M
Intangibles	$205M	$208M	$210M	$207M	$210M	$207M	$208M	$212M	$212M	$214M	·	$172M	$176M	$174M	·	$175M
Other Non-current Assets	$16M	$14M	$14M	$13M	$13M	$12M	$11M	$11M	$11M	$12M	·	$10M	$10M	$9M	·	$8M
Total Assets	$5.08B	$4.65B	$4.41B	$4.55B	$4.73B	$4.45B	$4.48B	$4.52B	$4.40B	$4.36B	·	$4.04B	$4.10B	$3.80B	·	$3.58B
Accounts Payable	$660M	$587M	$350M	$411M	$678M	$546M	$491M	$549M	$564M	$688M	·	$509M	$602M	$593M	·	$474M
Accrued Liabilities	$300M	$247M	$250M	$284M	$277M	$266M	$383M	$276M	$277M	$236M	·	$280M	$260M	$267M	·	$376M
Current Liabilities	$1.08B	$952M	$718M	$812M	$1.07B	$925M	$984M	$933M	$945M	$1.03B	·	$888M	$956M	$953M	·	$940M
Capital Leases	$406M	·	$351M	·	·	·	$322M	·	·	·	·	·	·	·	·	·
Common Stock	$20M	$20M	$20M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	·	$19M	$19M	$19M	·	$19M
Retained Earnings	$1.31B	$1.28B	$1.32B	$1.37B	$1.33B	$1.27B	$1.30B	$1.31B	$1.25B	$1.17B	·	$1.20B	$1.12B	$1.04B	·	$977M
Treasury Stock	$73M	$73M	$73M	$73M	$73M	$73M	$73M	$74M	$74M	$74M	·	$87M	$87M	$87M	·	$87M
AOCI	$-57M	$-53M	$-50M	$-54M	$-49M	$-60M	$-60M	$-47M	$-50M	$-48M	·	$-47M	$-43M	$-48M	·	$-50M
Stockholders' Equity	$2.99B	$2.76B	$2.78B	$2.81B	$2.76B	$2.67B	$2.66B	$2.70B	$2.61B	$2.53B	·	$2.22B	$2.04B	$1.93B	·	$1.91B
Liabilities + Equity	$5.08B	$4.65B	$4.41B	$4.55B	$4.73B	$4.45B	$4.48B	$4.52B	$4.40B	$4.36B	·	$4.04B	$4.10B	$3.80B	·	$3.58B
Shares Outstanding	·	·	39,008,240	·	·	·	38,861,032	·	·	·	·	·	·	·	·	·

Flusso di cassa 13

Dati trimestrali Flusso di cassa per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$11M	$11M	$11M	$11M	$11M	$11M	$10M	$10M	$10M	$10M	$10M	$9M	$8M	$8M	$8M	$8M
Stock-based Comp	$9M	$8M	$9M	$9M	$9M	$9M	$10M	$9M	$8M	$8M	$9M	$7M	$7M	$7M	$7M	$7M
Deferred Tax	·	·	$13M	$2M	·	·	$-6M	$2M	·	·	$-13M	$2M	·	·	$7M	$2M
Other Non-cash	·	$-117M	·	·	·	$-277M	·	·	·	$-1M	·	·	·	$-172M	·	·
Operating Cash Flow	$-3M	$-19M	$400M	$355M	$-7M	$-178M	$379M	$233M	$58M	$104M	$299M	$353M	$-42M	$-47M	$213M	$286M
CapEx	$9M	$7M	$11M	$9M	$7M	$8M	$8M	$10M	$6M	$6M	$10M	$10M	$8M	$8M	$9M	$8M
Investing Cash Flow	$99M	$93M	$-112M	$-209M	$-22M	$245M	$-8M	$-65M	$-6M	$-211M	$-13M	$-10M	$-7M	$-10M	$-7M	$-8M
Stock Issued	·	·	·	·	·	·	·	·	·	·	·	·	·	$9M	·	$8M
Net Stock Activity	·	·	·	·	·	·	·	·	·	·	·	·	·	$9M	·	·
Dividends Paid	$134M	$122M	$122M	$122M	$121M	$109M	$109M	$109M	$109M	$97M	$97M	$96M	$95M	$95M	$85M	$86M
Financing Cash Flow	$-123M	$-114M	$-180M	$-114M	$-113M	$-162M	$-133M	$-99M	$-105M	$178M	$-252M	$-328M	$69M	$51M	$-188M	$-273M
Net Change in Cash	$-28M	$-41M	$109M	$31M	$-139M	$-94M	$232M	$70M	$-54M	$69M	$35M	$12M	$22M	$-7M	$17M	$1M
Free Cash Flow	·	$-26M	·	·	·	$-185M	·	·	·	$98M	·	·	·	$-55M	·	·

Redditività 8

Dati trimestrali Redditività per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	27.5%	27.9%	·	27.5%	29.3%	28.1%	·	26.2%	27.1%	27.5%	·	26.7%	28.1%	28.9%	·	27.1%
Operating Margin	11.3%	7.2%	·	11.4%	13.2%	7.3%	·	11.6%	12.6%	8.1%	·	12.1%	13.3%	10.6%	·	11.6%
Net Margin	7.8%	5.2%	·	7.8%	8.9%	5.2%	·	7.9%	8.5%	5.6%	·	8.0%	8.6%	7.1%	·	7.7%
Pretax Margin	11.5%	7.6%	·	11.5%	13.3%	7.7%	·	11.9%	12.8%	8.2%	·	12.0%	13.1%	10.6%	·	11.6%
EBITDA Margin	11.3%	7.9%	·	11.4%	13.2%	8.0%	·	11.6%	12.6%	8.7%	·	12.1%	13.3%	11.2%	·	11.6%
ROA	3.3%	1.7%	·	3.6%	4.0%	1.8%	·	4.0%	4.3%	2.1%	·	4.5%	4.4%	3.0%	·	4.7%
ROE	5.7%	2.9%	·	5.9%	6.8%	3.1%	·	7.0%	7.8%	3.9%	·	8.3%	8.9%	6.0%	·	8.9%
ROIC	6.3%	3.2%	·	6.6%	7.8%	3.4%	·	7.3%	8.1%	4.0%	·	9.1%	10.2%	6.8%	·	9.8%

Liquidità e Solvibilità 2

Dati trimestrali Liquidità e Solvibilità per WSO
Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		3.2	3.3	·	3.8	3.1	3.3	·	3.4	3.2	2.9	·	3.1	3.0	2.7	·	2.6
Quick Ratio		1.4	1.5	·	1.8	1.2	1.3	·	1.6	1.5	1.3	·	1.3	1.2	1.0	·	1.1

Efficienza 3

Dati trimestrali Efficienza per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.4	0.3	·	0.5	0.5	0.3	·	0.5	0.5	0.4	·	0.6	0.5	0.4	·	0.6
Inventory Turnover	0.8	0.6	·	0.9	0.8	0.6	·	1.0	1.0	0.7	·	1.1	0.9	0.7	·	1.2
Receivables Turnover	2.0	1.9	·	2.2	2.0	1.9	·	2.3	2.1	1.9	·	2.4	2.0	1.9	·	2.5

Per Azione 5

Dati trimestrali Per Azione per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue / Share	$55.11	$40.38	·	$54.51	·	·	·	·	·	·	·	·	·	·	·	·
Cash Flow / Share	·	$-0.50	·	·	·	·	·	·	·	·	·	·	·	·	·	·
Dividend / Share	$3	$3	$3	$3	$3	$3	$3	$3	$3	$2	$2	$2	$2	$2	$2	$2
Dividend Paid / Share	$3	$3	·	$3	$3	$3	·	$3	$3	$2	·	·	·	·	·	·
EPS (TTM)	$14.37	$12.30	·	$14.65	$15.16	$12.81	·	$15.23	$15.43	$13.77	·	$15.63	$16.21	$14.69	·	$15.48

Valutazione (TTM) 5

Dati trimestrali Valutazione (TTM) per WSO
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$7.77B	$7.19B	·	$7.82B	$7.89B	$7.40B	·	$7.99B	$7.83B	$7.25B	·	$7.72B	$7.72B	$7.24B	·	$7.48B
Net Income TTM	$588M	$504M	·	$596M	$616M	$520M	·	$610M	$612M	$541M	·	$611M	$633M	$574M	·	$604M
P/E	29.0	29.6	·	27.6	29.1	39.7	·	32.3	30.0	31.4	·	24.2	23.5	21.7	·	16.6
Earnings Yield	3.5%	3.4%	·	3.6%	3.4%	2.5%	·	3.1%	3.3%	3.2%	·	4.1%	4.2%	4.6%	·	6.0%
Payout Ratio	·	154.0%	·	·	·	136.2%	·	·	·	111.2%	·	·	·	86.3%	·	·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$7.24B	$7.62B	$7.28B	$7.27B	$6.28B
Margine Lordo %	28.1%	26.8%	27.4%	27.9%	26.6%
Margine Operativo %	10.0%	10.3%	10.9%	11.4%	10.0%
Utile netto	$497M	$536M	$536M	$601M	$419M
EPS Diluito	$12.25	$13.30	$13.67	$15.41	$10.78

Stato Patrimoniale

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	4.1	3.1	3.4	2.5	2.7
Quick Ratio	2.1	1.7	1.4	1.0	1.1

Flusso di cassa

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$535M	$743M	$526M	$536M	$324M

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Proprietari istituzionali (13F) 851 filer · $11.6B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
97 (-15 vs trimestre precedente)	70 (-10 vs trimestre precedente)	242 (-38 vs trimestre precedente)	282 (+52 vs trimestre precedente)	-1.4M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
Capital International Investors	$1.452.268.757	3.485.525	12,51%	Azioni
VANGUARD GROUP INC	$1.099.775.485	3.263.913	9,47%	Azioni
Capital Research Global Investors	$792.709.378	1.902.230	6,83%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$737.833.384	1.770.531	6,36%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$658.104.183	1.579.210	5,67%	Azioni
STATE STREET CORP	$551.338.374	1.323.011	4,75%	Azioni
FMR LLC	$413.484.327	992.212	3,56%	Azioni
BAILLIE GIFFORD & CO	$261.317.214	627.066	2,25%	Azioni
BLAIR WILLIAM & CO/IL	$235.045.592	564.024	2,02%	Azioni
DAVENPORT & Co LLC	$220.063.905	530.366	1,90%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$216.302.574	520.356	1,86%	Azioni
BOSTON FINANCIAL MANGEMENT LLC	$162.265.389	342.412	1,40%	Azioni
RAYMOND JAMES FINANCIAL INC	$152.787.420	366.634	1,32%	Azioni
NORGES BANK	$141.875.729	340.450	1,22%	Azioni
Capital World Investors	$141.278.971	339.018	1,22%	Azioni
Hamlin Capital Management, LLC	$126.820.941	304.324	1,09%	Azioni
CAPTRUST FINANCIAL ADVISORS	$124.607.762	299.013	1,07%	Azioni
Bahl & Gaynor LLC	$111.540.285	267.656	0,96%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$108.703.116	260.848	0,94%	Azioni
CALEDONIA INVESTMENTS PLC	$97.067.669	232.927	0,84%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$96.707.199	232.062	0,83%	Azioni
VANGUARD FIDUCIARY TRUST CO	$92.389.874	221.702	0,80%	Azioni
Welch & Forbes LLC	$87.213.345	209.280	0,75%	Azioni
BROWN BROTHERS HARRIMAN & CO	$84.681.203	203.204	0,73%	Azioni
DIMENSIONAL FUND ADVISORS LP	$83.794.970	201.078	0,72%	Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$81.598.651	195.807	0,70%	Azioni
TWO SIGMA ADVISERS, LP	$79.041.731	234.580	0,68%	Azioni
Findlay Park Partners LLP	$78.695.293	188.840	0,68%	Azioni
BANK OF AMERICA CORP /DE/	$70.398.199	168.930	0,61%	Azioni
DONALDSON CAPITAL MANAGEMENT, LLC	$69.264.520	166.210	0,60%	Azioni
AMERIPRISE FINANCIAL INC	$65.647.905	157.527	0,57%	Azioni
GOLDMAN SACHS GROUP INC	$64.161.418	153.964	0,55%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$62.992.907	151.160	0,54%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$62.801.211	150.700	0,54%	Opzione Call
Vantage Investment Partners, LLC	$62.522.405	171.864	0,54%	Azioni
Corient Private Wealth LP	$60.023.938	144.050	0,52%	Azioni
BENJAMIN EDWARDS INC	$53.140.410	127.467	0,46%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$52.753.017	126.588	0,45%	Azioni
NEUBERGER BERMAN GROUP LLC	$52.347.821	125.616	0,45%	Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC	$51.580.756	123.775	0,44%	Azioni
RIVERBRIDGE PARTNERS LLC	$50.146.693	120.334	0,43%	Azioni
Baird Financial Group, Inc.	$46.947.552	112.657	0,40%	Azioni
RHUMBLINE ADVISERS	$45.363.497	108.856	0,39%	Azioni
KING LUTHER CAPITAL MANAGEMENT CORP	$43.753.132	104.992	0,38%	Azioni
AEGON ASSET MANAGEMENT UK Plc	$43.325.334	103.965	0,37%	Azioni
Swiss National Bank	$41.074.576	98.564	0,35%	Azioni
TWO SIGMA INVESTMENTS, LP	$39.873.560	95.682	0,34%	Azioni
STIFEL FINANCIAL CORP	$39.300.879	94.302	0,34%	Azioni
ANCHOR CAPITAL ADVISORS LLC	$38.233.976	91.748	0,33%	Azioni
Swedbank AB	$36.251.342	86.990	0,31%	Azioni
DEARBORN PARTNERS LLC	$34.732.872	83.346	0,30%	Azioni
Conestoga Capital Advisors, LLC	$33.744.712	80.975	0,29%	Azioni
HOWLAND CAPITAL MANAGEMENT LLC	$33.544.579	80.495	0,29%	Azioni
Fenimore Asset Management Inc	$33.428.830	80.217	0,29%	Azioni
DUDLEY & SHANLEY, INC.	$32.509.941	78.012	0,28%	Azioni
ALPS ADVISORS INC	$29.596.581	71.021	0,25%	Azioni
CAPITAL ADVISORS INC/OK	$29.548.641	70.906	0,25%	Azioni
UBS Group AG	$29.096.089	69.820	0,25%	Azioni
Giverny Capital Inc.	$27.493.762	65.975	0,24%	Azioni
Sumitomo Mitsui Trust Group, Inc.	$27.475.426	65.931	0,24%	Azioni
Epoch Investment Partners, Inc.	$27.068.697	64.955	0,23%	Azioni
Capital International, Inc./CA/	$26.464.855	63.506	0,23%	Azioni
BlackRock, Inc.	$26.288.162	63.082	0,23%	Azioni
Gotham Asset Management, LLC	$26.282.328	63.068	0,23%	Azioni
JONES FINANCIAL COMPANIES LLLP	$24.058.976	58.575	0,21%	Azioni
Pembroke Management, LTD	$21.113.209	50.664	0,18%	Azioni
DDD Partners, LLC	$21.014.027	50.426	0,18%	Azioni
HEARTLAND ADVISORS INC	$20.778.158	49.860	0,18%	Azioni
California Public Employees Retirement System	$20.528.120	49.260	0,18%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.425.000	49.013	0,18%	Azioni
Retirement Systems of Alabama	$20.149.312	48.351	0,17%	Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$20.009.905	55.004	0,17%	Azioni
Bridgewater Associates, LP	$19.960.117	47.897	0,17%	Azioni
Williams Jones Wealth Management, LLC.	$18.789.106	45.087	0,16%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$18.534.067	44.475	0,16%	Azioni
GRACE & WHITE INC /NY	$17.586.006	42.200	0,15%	Azioni
ALLIANCEBERNSTEIN L.P.	$17.366.971	47.739	0,15%	Azioni
Markel Group Inc.	$17.335.968	41.600	0,15%	Azioni
GENEVA CAPITAL MANAGEMENT LLC	$17.159.727	41.177	0,15%	Azioni
FIFTH THIRD BANCORP	$16.863.878	40.467	0,15%	Azioni
Mitsubishi UFJ Asset Management Co., Ltd.	$16.823.807	40.371	0,14%	Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.540.430	39.691	0,14%	Azioni
STOREBRAND ASSET MANAGEMENT AS	$15.671.132	37.605	0,14%	Azioni
Bath Savings Trust Co	$15.244.192	36.581	0,13%	Azioni
LaFleur & Godfrey LLC	$15.232.772	36.553	0,13%	Azioni
Redmond Asset Management, LLC	$14.309.617	34.338	0,12%	Azioni
Motley Fool Asset Management LLC	$14.089.225	33.809	0,12%	Azioni
Patrick Mauro Investment Advisor, INC.	$13.867.820	33.278	0,12%	Azioni
LPL Financial LLC	$13.659.130	32.777	0,12%	Azioni
CITADEL ADVISORS LLC	$12.785.693	30.681	0,11%	Azioni
Carnegie Investment Counsel	$12.706.514	30.491	0,11%	Azioni
Prospera Financial Services Inc	$12.440.742	29.849	0,11%	Azioni
Mirae Asset Global Investments Co., Ltd.	$12.223.108	29.331	0,11%	Azioni
Crown Oak Advisors, LLC	$12.216.265	29.315	0,11%	Azioni
AVIVA PLC	$12.018.076	28.839	0,10%	Azioni
Squarepoint Ops LLC	$11.746.369	28.187	0,10%	Azioni
Quantinno Capital Management LP	$11.531.028	27.670	0,10%	Azioni
Sumitomo Mitsui DS Asset Management Company, Ltd	$11.318.804	27.161	0,10%	Azioni
BARCLAYS PLC	$11.294.633	27.103	0,10%	Azioni
CITADEL ADVISORS LLC	$11.293.383	27.100	0,10%	Opzione Put

Insider aziendali 28 insider · 6 dirigenti · 24 direttori

Insider	Ruolo	Ultima attività	Azioni possedute	Netto 12m
Albert H Nahmad	Chairman and CEO	11 Marzo 2026 J	92	$0
Ana M Menendez	CFO / Treasurer	11 Marzo 2026 J	1.573	$0
Aaron J Nahmad	President	11 Marzo 2026 J	526	$0
Stephen F. Rush	EVP and COO	09 Marzo 2020 J	852	$0
Barry S Logan	Executive Vice President	11 Marzo 2026 J	1.802	$0
Terrence C Kelly	Executive Vice President	30 Marzo 2004 J	1.107	$0
Ana Lopez-Blazquez	Direttore	12 Dicembre 2025 M	293	$0
Denise Dickins	Direttore	05 Dicembre 2025 G	21.638	$0
Gary L Tapella	Direttore	24 Luglio 2025 A	5.000	$0
John Michael Custer	Direttore	10 Giugno 2025 S	3.552	$0
Cesar L Alvarez	Direttore	05 Marzo 2025 A	400	$0
John Alexander Macdonald	Direttore	09 Maggio 2024 M	0	$0
Valerie Schimel	Direttore	06 Giugno 2022 A	—	$0
Steven Rubin	Direttore	06 Giugno 2022 A	608	$0
Bob L Moss	Direttore	01 Giugno 2022 M	36.500	$0
Brian E. Keeley	Direttore	23 Marzo 2022 M	0	$0
George Sape	Direttore	03 Agosto 2020 M	0	$0
Jason Epstein	Direttore	04 Giugno 2018 A	—	$0
WATSCO INC	Direttore	04 Giugno 2018 A	—	$0
David C. Darnell	Direttore	05 Giugno 2017 A	5.754	$0
Steven R Fedrizzi	Direttore	01 Luglio 2016 A	2.113	$0
MANLEY PAUL F	Direttore	21 Novembre 2014 S	6.248	$0
Robert L Berner III	Direttore	14 Dicembre 2007 A	100	$0
Victor Lopez	Direttore	07 Giugno 2007 M	0	$0
Robert H Dickinson	Direttore	16 Giugno 2006 S	7.000	$0
Frederick H Joseph	Direttore	09 Marzo 2006 M	0	$0
Sherwood M Weiser	Direttore	20 Giugno 2005 M	6.667	$0
Paul W Johnston	—	16 Agosto 2013 J	630	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Persona segnalante non divulgata	20 Agosto 2007	—	Deposito iniziale	M&A / vendita	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Proprietà ETF Posseduti da 116 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
TMFG · RBB Fund, Inc.	2,89%	28.075 NS	31 Maggio 2026	N-PORT
NBET · Neuberger Berman ETF Trust	2,56%	2.622 NS	30 Aprile 2026	N-PORT
SDOG · ALPS ETF Trust	1,88%	70.899 NS	31 Maggio 2026	N-PORT
TMFM · RBB Fund, Inc.	1,61%	5.129 NS	31 Maggio 2026	N-PORT
RUNN · Strategic Trust	1,51%	14.177 NS	31 Maggio 2026	N-PORT
FDV · Federated Hermes ETF Trust	1,46%	24.940 NS	30 Aprile 2026	N-PORT
MCOW · Pacer Funds Trust	1,33%	30 NS	30 Aprile 2026	N-PORT
GDIV · Harbor ETF Trust	1,04%	5.362 NS	30 Aprile 2026	N-PORT
HOMZ · ETF Series Solutions	0,87%	808 NS	31 Maggio 2026	N-PORT
TMFX · RBB Fund, Inc.	0,69%	605 NS	31 Maggio 2026	N-PORT
CGDG · Capital Group Dividend Growers ETF	0,65%	90.017 NS	31 Maggio 2026	N-PORT
CGCV · Capital Group Conservative Equity E…	0,64%	30.537 NS	31 Maggio 2026	N-PORT
MIDE · DBX ETF Trust	0,53%	48 NS	29 Maggio 2026	N-PORT
PTMC · Pacer Funds Trust	0,45%	4.007 NS	30 Aprile 2026	N-PORT
SCHD · SCHWAB STRATEGIC TRUST	0,32%	833.804 NS	31 Maggio 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,30%	578 NS	30 Aprile 2026	N-PORT
MVV · ProShares Trust	0,28%	1.206 NS	31 Maggio 2026	N-PORT
FXR · First Trust Exchange-Traded AlphaDE…	0,26%	4.095 NS	30 Aprile 2026	N-PORT
SCHM · SCHWAB STRATEGIC TRUST	0,24%	94.371 NS	31 Maggio 2026	N-PORT
FIDU · FIDELITY COVINGTON TRUST	0,22%	10.377 NS	30 Aprile 2026	N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,20%	33.994 NS	30 Aprile 2026	N-PORT
UMDD · ProShares Trust	0,19%	169 NS	31 Maggio 2026	N-PORT
TMFE · RBB Fund, Inc.	0,16%	373 NS	31 Maggio 2026	N-PORT
AVMC · AMERICAN CENTURY ETF TRUST	0,14%	1.529 NS	31 Maggio 2026	N-PORT
FNX · First Trust Exchange-Traded AlphaDE…	0,08%	2.495 NS	30 Aprile 2026	N-PORT
SMDX · Tidal Trust III	0,07%	203 NS	30 Aprile 2026	N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS	0,07%	1.394 NS	31 Maggio 2026	N-PORT
VEGN · ETF Series Solutions	0,06%	195 NS	30 Aprile 2026	N-PORT
DFUV · Dimensional ETF Trust	0,05%	16.613 NS	30 Aprile 2026	N-PORT
DFAC · Dimensional ETF Trust	0,04%	43.144 NS	30 Aprile 2026	N-PORT
SCHV · SCHWAB STRATEGIC TRUST	0,04%	17.755 NS	31 Maggio 2026	N-PORT
DEUS · DBX ETF Trust	0,04%	306 NS	29 Maggio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,04%	1.950 NS	30 Aprile 2026	N-PORT
DCOR · Dimensional ETF Trust	0,04%	2.549 NS	30 Aprile 2026	N-PORT
DXUV · Dimensional ETF Trust	0,04%	334 NS	30 Aprile 2026	N-PORT
GVUS · Goldman Sachs ETF Trust	0,04%	411 NS	31 Maggio 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0,03%	351 NS	31 Maggio 2026	N-PORT
FNDX · SCHWAB STRATEGIC TRUST	0,03%	18.177 NS	31 Maggio 2026	N-PORT
BKLC · BNY Mellon ETF Trust	0,03%	3.086 NS	30 Aprile 2026	N-PORT
DFAU · Dimensional ETF Trust	0,03%	6.616 NS	30 Aprile 2026	N-PORT
AVLC · AMERICAN CENTURY ETF TRUST	0,02%	851 NS	31 Maggio 2026	N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr…	0,02%	4.400 NS	30 Aprile 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0,02%	873 NS	31 Maggio 2026	N-PORT
VOXP · Advisors Series Trust	0,02%	3 NS	30 Aprile 2026	N-PORT
DFUS · Dimensional ETF Trust	0,02%	10.041 NS	30 Aprile 2026	N-PORT
ONOF · Global X Funds	0,02%	81 NS	31 Maggio 2026	N-PORT
TOV · EA Series Trust	0,02%	115 NS	30 Aprile 2026	N-PORT
QARP · DBX ETF Trust	0,02%	40 NS	29 Maggio 2026	N-PORT
SCHX · SCHWAB STRATEGIC TRUST	0,02%	36.582 NS	31 Maggio 2026	N-PORT
GUSA · Goldman Sachs ETF Trust II	0,02%	1.188 NS	31 Maggio 2026	N-PORT
AVUS · AMERICAN CENTURY ETF TRUST	0,02%	6.568 NS	31 Maggio 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0,02%	2.807 NS	31 Maggio 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0,02%	20.688 NS	31 Maggio 2026	N-PORT
GXLC · Global X Funds	0,02%	2 NS	31 Maggio 2026	N-PORT
KOKU · DBX ETF Trust	0,02%	343 NS	29 Maggio 2026	N-PORT
TILT · FlexShares Trust	0,01%	616 NS	30 Aprile 2026	N-PORT
SFY · Tidal Trust I	0,01%	235 NS	31 Maggio 2026	N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS	0,01%	1.340 NS	31 Maggio 2026	N-PORT
EQL · ALPS ETF Trust	0,01%	390 NS	31 Maggio 2026	N-PORT
DFVX · Dimensional ETF Trust	0,01%	64 NS	30 Aprile 2026	N-PORT
DFLV · Dimensional ETF Trust	0,00%	343 NS	30 Aprile 2026	N-PORT
EBI · RBB Fund Trust	0,00%	3 NS	31 Maggio 2026	N-PORT
CLSE · Trust for Professional Managers	-0,12%	-1.942 NS	31 Maggio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	—	—	15 Luglio 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	—	—	15 Luglio 2026	Giornaliero
VBK · VANGUARD INDEX FUNDS	—	—	15 Luglio 2026	Giornaliero
VTI · VANGUARD INDEX FUNDS	—	—	15 Luglio 2026	Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS	—	—	15 Luglio 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	—	—	15 Luglio 2026	Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS	—	—	15 Luglio 2026	Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS	—	—	15 Luglio 2026	Giornaliero
VYM · VANGUARD WHITEHALL FUNDS	—	—	15 Luglio 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	—	—	15 Luglio 2026	Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS	—	—	15 Luglio 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	—	—	15 Luglio 2026	Giornaliero
IJH · iShares Trust	—	—	18 Agosto 2026	Giornaliero
IJJ · iShares Trust	—	—	07 Agosto 2026	Giornaliero
ITOT · iShares Trust	—	—	05 Agosto 2026	Giornaliero
IWS · iShares Trust	—	—	18 Agosto 2026	Giornaliero
IWR · iShares Trust	—	—	07 Agosto 2026	Giornaliero
IUSV · iShares Trust	—	—	17 Agosto 2026	Giornaliero
IWV · iShares Trust	—	—	18 Agosto 2026	Giornaliero
IWD · iShares Trust	—	—	14 Agosto 2026	Giornaliero
IWB · iShares Trust	—	—	18 Agosto 2026	Giornaliero
SMMD · iShares Trust	—	—	18 Agosto 2026	Giornaliero
XJH · iShares Trust	—	—	06 Agosto 2026	Giornaliero
PFM · Invesco Exchange-Traded Fund Trust	—	—	13 Luglio 2026	Giornaliero
PRF · Invesco Exchange-Traded Fund Trust	—	—	14 Luglio 2026	Giornaliero
UPGD · Invesco Exchange-Traded Fund Trust	—	—	13 Luglio 2026	Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe…	—	—	17 Agosto 2026	Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe…	—	—	13 Luglio 2026	Giornaliero
VIS · VANGUARD WORLD FUND	—	—	20 Luglio 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	—	—	30 Luglio 2026	Giornaliero
EUSA · iShares, Inc.	—	—	06 Agosto 2026	Giornaliero
URTH · iShares, Inc.	—	—	18 Agosto 2026	Giornaliero
IYJ · iShares Trust	—	—	18 Agosto 2026	Giornaliero
IYY · iShares Trust	—	—	07 Agosto 2026	Giornaliero
DVY · iShares Trust	—	—	14 Agosto 2026	Giornaliero
ILCB · iShares Trust	—	—	05 Agosto 2026	Giornaliero
ILCG · iShares Trust	—	—	05 Agosto 2026	Giornaliero
ILCV · iShares Trust	—	—	11 Agosto 2026	Giornaliero
IMCB · iShares Trust	—	—	17 Agosto 2026	Giornaliero
IMCG · iShares Trust	—	—	18 Agosto 2026	Giornaliero
IMCV · iShares Trust	—	—	17 Agosto 2026	Giornaliero
TOK · iShares Trust	—	—	05 Agosto 2026	Giornaliero
ACWI · iShares Trust	—	—	05 Agosto 2026	Giornaliero
HDV · iShares Trust	—	—	14 Agosto 2026	Giornaliero
SIZE · iShares Trust	—	—	05 Agosto 2026	Giornaliero
SMLF · iShares Trust	—	—	10 Agosto 2026	Giornaliero
DIVB · iShares Trust	—	—	17 Agosto 2026	Giornaliero
USXF · iShares Trust	—	—	14 Agosto 2026	Giornaliero
AQLT · iShares Trust	—	—	14 Agosto 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	—	—	10 Agosto 2026	Giornaliero
PBUS · Invesco Exchange-Traded Fund Trust …	—	—	20 Luglio 2026	Giornaliero
RWK · Invesco Exchange-Traded Fund Trust …	—	—	13 Agosto 2026	Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust …	—	—	28 Luglio 2026	Giornaliero

Informazioni su Watsco, Inc. Common Stock Panoramica della società da Wikipedia

WSO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

WSO Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Medie mobili e sovrapposizioni

Volume

Oscillatori

Momentum e tendenza

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

WSO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Ultime notizie Notizie recenti che menzionano questa società

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

Proprietari istituzionali (13F) 851 filer · $11.6B totale · Aggiornato al 30 Giugno 2026

Insider aziendali 28 insider · 6 dirigenti · 24 direttori

Attivisti e proprietari del 5%+ 1 partecipazione

Proprietà ETF Posseduti da 116 ETF