What WATSCO promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

4 of 4 judged targets kept · 2 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
New sales platform for large national/institutional customers (launched as SupplySync.com)	Launch in 2026	Jun 2025	Jun 2026:SupplySync.com, our newest platform to serve the growing segment of large institutional customers launched in the second quarter to great fanfare. Call transcript, Jun 2026 · no direct link	Achieved
OnCall Air annual gross merchandise value	Exceed $2 billion in 2026	Mar 2026	Jun 2026:generating $1.9 billion of gross merchandise value, a 15% increase over the comparable period. Call transcript, Jun 2026 · no direct link	On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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