Business description: Watsco, Inc.

Watsco, Inc. is engaged in the distribution of air conditioning, heating and refrigeration equipment and related parts and supplies (HVAC/R) with locations in the United States, Canada, Mexico, and Puerto Rico, and on an export basis to Latin America and the Caribbean. The Company sells products to the commercial refrigeration market, which include condensing units, compressors, evaporators, valves, refrigerants, walk-in coolers, and ice machines for industrial and commercial applications. It also sells a variety of non-equipment products including parts, ductwork, air movement products, insulation, tools, installation supplies, thermostats, and air quality products. It distributes products manufactured by Flexible Technologies, Inc. (Flexible Technologies), Resideo Technologies, Inc. (Resideo), Copeland Corporation, LLC, The Chemours Company (Chemours), Mueller Industries, Inc. (Mueller), and Welbilt, Inc. (Welbilt), among others. The Company operates in approximately 692 locations.

Number of employees: 7,388

Sales by Activity: Watsco, Inc.

Fiscal Period: December20192020202120222023

Wholesale - Electronics

4.77B 5.05B 6.28B 7.27B 7.28B
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Geographical breakdown of sales: Watsco, Inc.

Fiscal Period: December20192020202120222023

United States

4.18B 4.54B 5.64B 6.58B 6.54B

Canada

294M 302M 387M 389M 375M

Latin America and The Caribbean

292M 218M 256M 306M 368M
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Managers: Watsco, Inc.

Director TitleAgeSince
Chief Executive Officer 84 1972-11-30
President 43 2016-01-14
Director of Finance/CFO 60 2003-10-31
Chief Tech/Sci/R&D Officer - 2011-07-31
Director of Finance/CFO 62 1996-12-31
See WATSCO, INC. governance

Members of the board: Watsco, Inc.

Manager TitleAgeSince
Director/Board Member 77 1996-12-31
Director/Board Member 62 2024-02-18
Director/Board Member 63 2006-12-31
Director/Board Member 43 2004-12-31
Chairman 84 1973-11-30
Director/Board Member 62 2018-12-12
Director/Board Member 68 2021-10-10
Director/Board Member 46 2022-03-31
Director/Board Member 67 2023-06-04
Composition of the Board of Directors

Shareholders: Watsco, Inc.

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
10.39 %
3,618,109 10.39 % 1 732 M $
BlackRock Advisors LLC
9.973 %
3,473,447 9.973 % 1 662 M $
Fidelity Management & Research Co. LLC
9.965 %
3,470,940 9.965 % 1 661 M $
Kayne Anderson Rudnick Investment Management LLC
4.45 %
1,549,850 4.45 % 742 M $
Charles Schwab Investment Management, Inc.
3.938 %
1,371,535 3.938 % 656 M $
NameEquities%Valuation
4,221,212 76.03 % 2 044 M $
356,275 6.417 % 173 M $
241,448 4.349 % 117 M $
113,037 2.036 % 55 M $
44,904 0.8088 % 22 M $
List of WATSCO, INC. shareholders

Company details: Watsco, Inc.

Watsco, Inc.

2665 South Bayshore Drive Suite 901

33133, Miami

+305 714 4100

http://www.watsco.com
address Watsco, Inc.(WSO)

Heating, Ventilation & Air Conditioning Systems

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Change 5d. change 1-year change 3-years change Capi.($)
+1.51%+3.99%+21.72%+84.20% 18.21B
+0.55%+2.00%+33.08%+135.88% 81.48B
+1.38%+2.42%+56.39%+32.60% 59.26B
+2.29%+1.50%+16.20%+42.36% 56.55B
-0.57%+0.64%-21.39%-23.53% 31.7B
+0.36%+8.18%+37.87%+134.66% 22.14B
+0.33%+1.63%-18.25%-8.61% 9.53B
+0.27%+0.35%+33.76%+181.82% 9.2B
-6.86%+1.59%-31.99%-47.53% 8.42B
+2.00%-2.97%+79.30%+47.09% 8.39B
Average +0.13%+2.17%+20.67%+57.89% 30.49B
Weighted average by Cap. +0.78%+2.27%+26.38%+68.06%
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Trading Rating
Investor Rating
ESG MSCI
BBB
More Ratings
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
16
Last Close Price
483.69USD
Average target price
477.10USD
Spread / Average Target
-1.36%
Consensus

Quarterly revenue - Rate of surprise