All three tenses have at least two readings, so the archetype blend applies as printed.
Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.
What did they actually do?
Has it survived what it has been through?
3 warning events since 2017; the latest 2023-05-10.
From the record
Watsco, Inc.'s filings since 2017 show 3 warning events of 2 kinds: a debt default or acceleration notice (8-K item 2.04, the latest 2023-03-22); an auditor change (8-K item 4.01, 2 times, the latest 2023-05-10) (its current reports).
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What has it actually done, year after year?
+6.2% a year over 10 filed years; profitable in 10 of 10.
From the record
Watsco, Inc.'s 10 filed years say what it did: revenue went from $4.2 billion in fiscal 2016 to $7.2 billion in fiscal 2025, up 6.2% a year; it rose in 8 of 9 years; the deepest fall was 5% from fiscal 2024 to fiscal 2025; net income was positive in 10 of 10 of those years (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How has it treated the people who own it?
Share count grew 1.7% a year. 67% of cash flow returned.
From the record
Over the 4 fiscal years to 2025-12-31, Watsco, Inc.'s diluted share count grew about 1.7% a year, and dividends and buybacks returned about 67% of its operating cash flow over 3 years (its filed statements). No open-market trades by its officers or directors are on the Form 4 record.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are they doing right now?
Is it financially healthy right now?
ROE 15%: 15¢ of profit per shareholder dollar. Leverage 27%: owes 27¢ per asset dollar.
From the record
Return on equity: in the fiscal year ended 2025-12-31, Watsco, Inc. earned about 15 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 46 cents per dollar of everything the company owns. Leverage: it owed about 27 cents per dollar of assets, and net share issuance: its share count grew 1.0% over the year (the filed statements).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
How strong is its position in its industry?
top 36% of 51 in its family; net margin 6.9%.
From the record
Watsco, Inc.'s standing among 51 graded names in its industry family: revenue of $7.2 billion in fiscal 2025 ranks in the top 29% by size; a net margin of 6.9% ranks in the top 20%; revenue growth of -0.2% a year over the last 3 filed years ranks in the bottom 39% (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What are the people in charge doing?
SI estimate 4.7/10, confidence 20 of 100 (family median).
SI estimate Inferred, not read as filed
From the record
SI estimate, not a filed reading: Watsco, Inc.'s leadership is put at 4.7 of 10 with a confidence of 20 of 100, because no officer or director has filed a Form 3, 4 or 5 for it in the last fifteen months, so the years in charge cannot be read, so the desk assumes the typical reading of its industry family, the median of 36 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.
What are they set up to do next?
How much room does it have to grow?
top 32% of 49 in its family for room to expand.
From the record
Watsco, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $433 million against debt of $362 million leaves 1.6% of its assets as net cash, top 30% of its family; cash from operations less capital spending is 7.4% of revenue (top 22%); a gross margin of 28% (top 42%) (its annual report).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
What could actually drive growth from here?
bottom 34% of 50 in its family for growth drivers.
From the record
Watsco, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -0.2% a year over the last three filed years against 6.2% over all 10, slowing (bottom 40% of its family); the newest year grew -5% (bottom 20%); capital spending grew -1% a year (bottom 41%) (its annual reports). Watsco, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
Did its newest year beat what its own record pointed to?
bottom 45% of 44 in its family for expectations against reality.
From the record
Watsco, Inc.'s newest year against its own record: revenue of $7.2 billion in fiscal 2025 came in 7.1% below the $7.8 billion its prior three years' pace pointed to (bottom 18% of its family); net income of $497 million against a prior three-year average of $558 million (top 41%); a net margin of 6.9% against 7.6% before (top 41%) (its annual reports).
What it rests on
A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.
The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made