Watsco, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance·2026-02-17 17:32
The company achieved its $500,000,000 inventory reduction goal, returning to a debt-free balance sheet for the entirety of 2025.Strategic focus has shifted from managing supply chain and regulatory hurdles to driving sales growth and market share through modernized technology platforms.Operating efficiency improved as SG&A expenses dropped 2%, reflecting proactive rightsizing by business unit leaders to match the current market environment.The unit volume decline was attributed to a difficult 20% growth com ...