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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 future goals
Ambitious targets set: $10B in sales, 30% gross margins, and five inventory turns, up from $7.5B in sales and 27% gross margins currently.
Growth strategy centers on collaboration across business units, leveraging shared resources, buying power, and technology.
Focus on expanding non-equipment sales (parts and supplies), aiming to increase from 30% to 50% of business, which is margin-accretive.
Acquisition strategy prioritizes cultural fit, maintaining entrepreneurial independence, and leveraging scale for new opportunities.
Continued investment in technology, AI, and digital platforms to drive efficiency, customer experience, and data-driven decision-making.
Technology and digital transformation
E-commerce sales reached $2.5B, with 80% penetration in some regions and 900,000+ SKUs managed digitally.
Digital adoption is at 30%, with a goal to double; tech-engaged customers show higher growth and retention.
AI and data analytics are deeply integrated, enabling real-time insights, pricing optimization, and enhanced customer/employee experiences.
Proprietary tools like Pricefx and Hydros streamline pricing, supply chain, and inventory management, supporting scalable growth.
Ongoing innovation in digital products, AI integration, and best practice sharing across business units.
Pricing optimization and technology
Pricing optimization has delivered a 200 basis point margin gain over five years, with 3.8M customer pricing updates in 2025.
Dynamic pricing leverages customer segmentation, purchase behavior, and competition, supported by advanced analytics.
Next steps include AI-driven pricing agents, expanded segmentation, and a quoting engine for strategic price setting.
How does tech improve M&A returns and integration?
Hydros: Long-term impact on inventory turns and SKUs?
SupplySync: How will it capture enterprise customers?
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Profits and equity improved, with upward revisions to full-year forecasts and new subsidiaries added. - NVDA
AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
Next Watsco earnings date
Q4 202517 Feb, 2026
Watsco
Next Watsco earnings date
Q4 202517 Feb, 2026
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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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