Watsco is a defensive business with a strong moat from scale and network effects. The stock is trading at fair value. Despite the temporary headwinds, the company has proven me wrong and keeps expanding margins. Once the transition to A2L refrigerants is over, inventory levels will normalize.
My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flo...
Watsco, Inc. (NYSE:WSO ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Aaron J. Nahmad - Co-Vice Chairman & President Albert H.
Record Gross Profit Margins & Expanded Operating Margins Amidst A2L Product Transition; Strong Balance Sheet Fortifies the Company and Enables Continued Investments in Growth
MIAMI, July 18, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that it will host its second quarter 2025 conference call on Wednesday, July 30, 2025 at 10:00 a.m. (EDT). Prepared remarks regarding the results will be followed by a question-and-answer session with the senior management team.
Watsco is well-positioned to benefit from the industry transition to A2L refrigerants, driving multi-year replacement demand and pricing growth. The company's robust balance sheet, extensive service network, and successful tuck-in acquisitions support ongoing market consolidation and shareholder value. Watsco's investments in technology and e-commerce enhance contractor productivity and custome...
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