Watsco Q4 earnings tell two stories, and neither one cancels the other out. On the surface, Watsco Q4 earnings paint a rough picture. Revenue fell 10%. HVAC equipment sales dropped 13%. Earnings per share declined 29%. When you back out the 11% domestic pricing increase, implied equipment volumes were down more than 20%. That is not a soft patch. But Watsco's own framing … [Read more...] about Watsco Q4 Earnings Miss Masks a Bigger Story
Financial & Earnings Analysis
Home Depot and Lowe’s Q3 2025 Results: What Their Numbers Tell Us About the Year Ahead
Home Depot and Lowe’s Q3 2025 results are in, giving us a clearer sense of how the home-improvement market is holding up as we head into 2026. Sales were steady, digital use continued to climb, and both companies leaned heavily on their Pro strategies, even as consumers remained cautious about big-ticket projects. There is plenty of nuance behind the topline numbers, and Kevin … [Read more...] about Home Depot and Lowe’s Q3 2025 Results: What Their Numbers Tell Us About the Year Ahead
