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Watsco (WSO) investor relations material
Watsco Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary11 Dec, 2025
Strategic vision and growth targets
Launched the ambitious 10, 30, and 5 plan: $10B in sales, 30% gross margins, and five inventory turns, up from $7.5B in sales and 27% gross margins currently.
Emphasized collaborative growth across business units, leveraging shared resources, buying power, and technology to unlock new value.
Focused on expanding non-equipment sales, aiming to increase parts and supplies from 30% to 50% of the business, which is margin-accretive.
Highlighted a decentralized but collaborative culture, with business units maintaining autonomy while benefiting from shared platforms and initiatives.
Stressed long-term, sustainable growth, supported by a strong balance sheet and significant employee ownership.
Technology and digital transformation
Over 15 years, built a robust digital ecosystem: data warehouse, e-commerce, mobile apps, AI-driven analytics, and pricing optimization.
E-commerce now accounts for $2.5B in sales, with some regions at 80% digital penetration; digital tools drive higher line items per order and margin.
OnCall Air and Enclair platforms professionalize contractors, increase close rates, ticket size, and high-efficiency product mix, with a 44% close rate and 17% higher ticket size when financing is offered.
AI and automation streamline onboarding, customer service, technical support, and pricing, reducing manual work and improving customer experience.
PriceFX pricing platform delivered 200 basis points of margin improvement since 2020, with ongoing optimization and AI-driven agents for future gains.
Operational initiatives and supply chain
Vendor Consolidation and Rationalization (VCR) initiative consolidates purchasing across business units, aiming for better terms, efficiency, and supply chain optimization.
Hydros, a shared distribution center, enables branches to access a broader SKU assortment with less inventory, improving replenishment, cash flow, and private label growth.
SupplySync.com (formerly Watsco One) is a new enterprise procurement marketplace, unifying pricing, billing, and logistics for large, multi-location customers, and designed for extensibility.
Collaboration, not centralization, is the guiding principle—business units retain independence while leveraging shared infrastructure for scale and efficiency.
M&A remains a key growth lever, with technology and digital platforms making Watsco an attractive partner for family-owned distributors.
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Frequently asked questions
Watsco, Inc., distributes air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Mexico, and Puerto Rico. The company offers residential ducted and ductless air conditioners; gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also distributes thermostats, insulation materials, refrigerants, ductwork products, tools and supplies, thermostat wire and cable products, installation materials, grills and registers, registers steel products, adapters/couplings/manifolds core removal tools/accessories line sets cables portable soda machines gas conversion kits condenser pads line sets portable soda machines gas conversion kits grainger condenser pads. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.
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