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Watsco, Inc. (NYSE:WSO) Morgan Stanley’s thirteenth Annual Laguna Convention September 11, 2025 7:50 PM EDT
Firm Contributors
Barry S. Logan – Government VP of Planning & Technique, Secretary and Director
Convention Name Contributors
Christopher Snyder – Morgan Stanley, Analysis Division
Presentation
Christopher Snyder
Fairness Analyst
Effectively, thanks, all people. I am Chris Snyder, U.S. multi-industry analyst. Tremendous excited to have Barry Logan up right here with me from Watsco. Thanks for coming, Barry.
Barry S. Logan
Government VP of Planning & Technique, Secretary and Director
Thanks.
Query-and-Reply Session
Christopher Snyder
Morgan Stanley, Analysis Division
Perhaps beginning off excessive stage and type of open ended. We have had loads of resi HVAC updates this week, each from the OEMs, some {industry} knowledge. There’s loads of like cross currents occurring out there. Are you able to simply type of speak about what you see on the market?
Barry S. Logan
Government VP of Planning & Technique, Secretary and Director
Certain. Effectively, to start with, I began my day at 7:00 a.m. So 9 hours and 50 minutes later, I am right here. So I’ve talked about all day. I am both well-rehearsed or I am bored with speaking about it.
Christopher Snyder
Morgan Stanley, Analysis Division
Most likely each.
Barry S. Logan
Government VP of Planning & Technique, Secretary and Director
So simply to perform a little little bit of remedy about it. So sure, there can at all times be an yearly be a disconnect the place a product change has gone on to the extent that it has, proper? So performed again a 12 months in the past. A 12 months in the past, we knew 410A was leaving the constructing. We knew that OEMs had a deadline wherein we might order the merchandise. We knew clients needed the product. And as distributors, we determine to construct stock to handle our clients. And our clients don’t like change very a lot. They will take
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