Watsco outlines technology-driven margin expansion and targets 30% gross margin as A2L transition stabilizes [Seeking Alpha]
Watsco, Inc. (WSO)
Last watsco, inc. earnings: 4/23 07:30 am
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watsco.com
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Source: Seeking Alpha
Albert Nahmad, Chairman & CEO, highlighted that 2025 was a year of significant regulatory change due to the transition to A2L refrigerants, stating "we grew our scale and market share, and we added 12 business acquisitions, representing over $1.6 Quick Insights Watsco improved gross margin by 40 basis points to 27.1%, with double-digit pricing gains on new A2L products and disciplined SG&A reductions, despite lower unit volumes. Management raised the annual dividend by 10%, citing record quarterly cash flow and emphasis on cash generation, but analysts questioned its sustainability relative to future earnings. Watsco highlights risks from lingering unit volume declines, macro/geopolitical uncertainties, and variable SG&A; it prioritizes margin expansion, inventory optimization, and technology investment amid a stabilizing market. Recommended For You More Trending News
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WSO
News
- Watsco (NYSE:WSO) was given a new $425.00 price target on by analysts at Mizuho.MarketBeat
- Watsco Inc (WSO) Q4 2025 Earnings Call Highlights: Record Cash Flow and E-commerce Growth Amid ... [Yahoo! Finance]Yahoo! Finance
- Watsco Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Watsco, Inc. Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- Watsco (WSO) Lags Q4 Earnings and Revenue Estimates [Yahoo! Finance]Yahoo! Finance
WSO
Earnings
- 2/17/26 - Miss
WSO
Sec Filings
- 2/17/26 - Form 8-K
- 2/13/26 - Form SCHEDULE
- 2/5/26 - Form SCHEDULE
- WSO's page on the SEC website