Watsco is projected to report Q2 2026 consensus revenue of $2.16 billion and EPS of $4.38, with the current stock price of $365.84 trading notably below the average analyst price target of $424.00.
Investors are primarily focused on gross margin sustainability as the company navigates the industry-wide transition to A2L refrigerants and higher product costs.
This quarter follows the strategic completion of the Jackson Supply Company acquisition in June, which bolstered Watsco's presence in high-growth Sun Belt markets. Management is also expected to showcase digital momentum, with roughly 74,000 contractors now utilizing the company's proprietary technology platforms to drive sales and operational efficiency.