Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don't Mind

Impact · against what's priced in

The news is largely neutral to slightly positive for Ferguson and negative for Watsco. Ferguson's guidance raise is a incremental step toward the growth acceleration the market is currently skeptical of, while Watsco's recent EPS miss and margin contraction signal a reversal of the record pricing power seen in 2025.

FERG+0.10: Challenges what's priced in
The price assumes

Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don't Mind

What matters in this story

Medtronic Quietly Raised Its Dividend Again. Is It a Buy for Income Investors?

Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don't Mind

What matters in this story

Medtronic Quietly Raised Its Dividend Again. Is It a Buy for Income Investors?

How each ticker is affected

Connected tickers

Track these names every morning.

Sandisk: Supply Is Cracking The Case

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Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don't Mind

What matters in this story

Next reads from the same story arc

Medtronic Quietly Raised Its Dividend Again. Is It a Buy for Income Investors?

Nobody Brags About Owning an HVAC Distributor. Watsco and Ferguson Shareholders Don't Mind

What matters in this story

Next reads from the same story arc

Medtronic Quietly Raised Its Dividend Again. Is It a Buy for Income Investors?

How each ticker is affected

Connected tickers

Track these names every morning.

Sandisk: Supply Is Cracking The Case

Amazon Q3 Earnings Preview: AWS Is Booming, But Is $248 Too Much?

Corning Profit Surges on AI Demand

UPS Raises Outlook as Revenue Climbs