Watsco INC

Market Movers (8-K)

NYSE
Watsco, Inc. announced its second quarter 2026 financial results, highlighting stabilizing end-market demand, strong e-commerce growth, and the strategic acquisition of Jackson Supply.
Worse than expected
NYSE
Watsco, Inc. has amended its previous filing to confirm the issuance of 517,884 shares as consideration for the acquisition of Jackson Supply Company.
NYSE
Watsco, Inc. filed a Form 8-K including a legal opinion regarding the registration of 517,884 shares for resale by selling shareholders.
NYSE
Watsco, Inc. reported the final voting results from its 2026 Annual Meeting of Shareholders, confirming the election of directors and the ratification of its independent auditor.
NYSE
Watsco, Inc. announced its first quarter 2026 financial results, reporting flat revenues and a slight decrease in earnings per share, alongside the strategic acquisition of Jackson Supply Company for $230 million.
NYSE
Watsco, Inc. reports record full-year gross margin and strong cash flow despite revenue and earnings declines in a challenging HVAC market, increasing its annual dividend to $13.20 per share.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
Watsco reports Q1 2026 net income of $79.1 million amid ongoing HVAC industry transitions and a legal dispute with Gree.
Capital raise
NYSE
Watsco reports a 6% drop in Q3 net income and 4% revenue decrease, impacted by temperate weather, lower housing activity, and product transition challenges, despite improved gross margins.
Worse than expected
Capital raise
Delay expected
NYSE
Watsco, a leading HVAC/R distributor, reported a 1% increase in net income for the second quarter of 2025 despite a 4% decline in revenues, driven by improved gross margins.
Worse than expected
Capital raise
NYSE
Watsco reports a slight decrease in revenue for Q1 2025, but an improved gross margin, while navigating market uncertainties and transitioning to lower-GWP HVAC systems.
Worse than expected
Capital raise
NYSE
Watsco Inc. announced a slight increase in revenue but flat net income for the third quarter of 2024, compared to the same period last year.
Worse than expected
Capital raise
NYSE
Watsco Inc.'s second quarter 2024 results show a revenue increase but a slight decrease in profitability compared to the same period last year.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
Watsco, the largest HVAC/R distributor in North America, reported a 5% decrease in revenues for 2025, primarily due to regulatory-driven product transitions and market slowdowns, despite an improved gross profit margin.
Worse than expected
Capital raise
Delay expected
NYSE
Watsco reports revenue growth in its 2024 10-K filing, highlighting strategic acquisitions and technology investments while navigating supply chain risks and economic conditions.
Worse than expected
Capital raise
NYSE
Watsco Inc.'s 2023 10-K filing reveals a year of flat revenue growth, strategic acquisitions, and continued focus on technology and sustainability within the HVAC/R distribution industry.
Worse than expected
Capital raise

Insider Trading (Form 4)

NYSE
Watsco's CFO and Treasurer, Ana M. Menendez, reported the acquisition of 25 shares of common stock at $336.95 per share.
NYSE
Watsco Inc. Executive Vice President Barry S. Logan reported the acquisition of 19 common shares at $336.95, increasing his indirect beneficial ownership.
NYSE
Watsco Inc. President and Director Aaron J. Nahmad acquired 25 shares of common stock at $336.95 per share, increasing his direct ownership.
Better than expected
NYSE
Watsco Inc. Chairman and CEO Albert H. Nahmad reported an acquisition of common stock and detailed significant indirect holdings of Class B Common stock.
NYSE
Watsco Inc. President Aaron J. Nahmad acquired 13,955 shares of Class B Common Stock at $338.85 per share via a restricted stock agreement.
NYSE
Watsco Director Ana Lopez-Blazquez exercised stock options for 1,000 shares and subsequently sold 707 shares, retaining 293 shares directly.

Proxy Statements (Def-14A)

NYSE
Watsco, Inc. has announced its 2026 Annual Meeting of Shareholders, scheduled for June 1, 2026, to elect directors, vote on executive compensation, and ratify auditor appointments.
NYSE
Watsco, Inc. will hold its 2025 annual meeting on June 2, 2025, to vote on the election of directors, executive compensation, and the ratification of its independent accounting firm.
Worse than expected
NYSE
Watsco, Inc. will hold its annual meeting of shareholders on June 3, 2024, to vote on the election of directors, an advisory resolution on executive compensation, and the ratification of Deloitte & Touche LLP as the independent accounting firm.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 5.22% in Watsco Inc., holding over 1.8 million shares.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.02% of Watsco Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Watsco Inc. following an internal realignment where subsidiaries will now report separately.
NYSE
Capital International Investors has disclosed a 10.6% beneficial ownership stake in Watsco, Inc., holding 3,693,164 shares of common stock.
NYSE
Capital International Investors has disclosed a 6.6% beneficial ownership stake in Watsco, Inc., holding over 2.3 million shares of common stock.
NYSE
FMR LLC and Abigail P. Johnson have disclosed a passive beneficial ownership of 8.9% of Watsco Inc.'s common stock as of June 30, 2025.