Stock AnalizWatsco (WSO) earnings for the quarter ended September 2026: EPS misses estimates
Watsco reported results for the quarter ended September 2026 on October 27, 2026. Adjusted earnings per share came in at $3.77 against the analysts’ average forecast of $4.09, a miss of 7.9%.
Revenue for the quarter was $2.22 billion, up 7.4% from $2.07 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 1.4% on the first trading day after the report.
The last four quarters
Watsco has beaten the analysts’ EPS forecast in 1 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.77 | $4.09 | −7.9% | +7% | −1.4% |
| Jun 2026 | $4.00 | $4.39 | −8.8% | +2% | −15.4% |
| Mar 2026 | $1.87 | $1.68 | +11.4% | +0% | −6.2% |
| Sep 2025 | $3.98 | $4.29 | −7.3% | −4% | −0.0% |
What comes next
Analysts expect EPS of $1.88 for the next quarter on average and $11.50 for the fiscal year ending December 31, 2026.
The average analyst price target is $347.70, 13% above the current price of $308.46.
Valuation and score
Watsco scores 3.0 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 27.0, and its intrinsic value under moderate assumptions is about 9% below the current market value. Full Watsco analysis with 10 years of financials
Frequently asked questions
What was Watsco’s EPS for the quarter ended September 2026?
$3.77 adjusted per share, against an analyst consensus of $4.09.
How much revenue did Watsco report?
$2.22 billion, up 7.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.