Compared to Estimates, Watsco (WSO) Q3 Earnings: A Look at Key Metrics

Core Insights - Watsco reported revenue of $2.07 billion for the quarter ended September 2025, a decrease of 4.3% year-over-year, and EPS of $3.98, down from $4.22 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $2.11 billion, resulting in a surprise of -2.21%, while the EPS also missed the consensus estimate of $4.21 by -5.46% [1] Revenue Breakdown - HVAC Equipment revenue was $1.35 billion, below the three-analyst average estimate of $1.51 billion [4] - Commercial Refrigeration Products revenue was $82.68 million, compared to the three-analyst average estimate of $87.97 million [4] - HVAC Products revenue reached $599.43 million, exceeding the average estimate of $556.6 million based on three analysts [4] Stock Performance - Watsco's shares have returned -11.4% over the past month, contrasting with the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]