Research
FORUM TRANSCRIPT

Watsco – Acquisition Strategies & Growth Market Outlook

  • Public Equity
  • Industrials
  • North America
PREMIUM

Specialist

Former executive at Carrier Enterprise

Agenda

  • Relationship between Watsco (NYSE: WSO) and Carrier Enterprise’s (NYSE: CARR) performance
  • Macroeconomic uncertainty and impact on HVAC (heating, ventilation and air conditioning) distributors
  • Regional trends in parts distribution and market share
  • Industry consolidation trends and Watsco’s M&A strategy

Questions

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