Watsco (WSO Quick QuoteWSO - Free Report) reported $2.22 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 7.4%. EPS of $3.77 for the same period compares to $3.98 a year ago.

The reported revenue represents a surprise of +0.28% over the Zacks Consensus Estimate of $2.21 billion. With the consensus EPS estimate being $4.13, the EPS surprise was -8.72%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Watsco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total Same-Store Sales: 4% compared to the 4% average estimate based on three analysts.
• Revenues- HVAC equipment: $1.49 billion versus $1.47 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.3% change.
• Revenues- Commercial refrigeration products: $88.81 million compared to the $95.82 million average estimate based on three analysts. The reported number represents a change of +7.4% year over year.
• Revenues- Other HVAC products: $643.9 million versus the three-analyst average estimate of $626.55 million. The reported number represents a year-over-year change of +7.4%.

View all Key Company Metrics for Watsco here>>>

Shares of Watsco have returned -2.5% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.