WATSCO INC
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No SEC Form 4 filings for $WSO in the last 30 days.
See all $WSO insider activity →Rush Enterprises (RUSHA) reported the slowest revenue growth among peers, with shares down 8.1% since earnings. Richardson Electronics (RELL) beat revenue and EPS estimates but fell 3.1%. Watsco (WSO) missed expectations, dropping 14.5%. FTAI Aviation (FTAI) beat revenue but missed EBITDA, falling 5.7%. WESCO (WCC) beat estimates, rising 15.5%.
Watsco, Inc. (WSO) agreed to acquire The Granite Group, a distributor of plumbing and HVAC products, for an undisclosed sum. The deal aims to strengthen WSO's market position and product diversification. The Granite Group will operate independently under its current leadership. WSO pre-market price was $312.00, down 0.71%.
Watsco (WSO) reported Q2 2026 earnings below expectations, with margins pressured by prior-year comparisons. The company completed its acquisition of Jackson Supply, adding 25 locations. Watsco projects $8.9B revenue and $688.3M earnings by 2029, requiring 7.1% yearly growth. Analysts highlight margin pressure and execution risks as key factors for investors.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning WSO (WATSCO INC). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent WSO coverage spans earnings, mergers & acquisitions and sector analysis.
Miss on earnings drives a sharp price drop.
The acquisition expands Watsco's product portfolio into plumbing, potentially strengthening market position.
Earnings miss suggests margin pressure; acquisition expands footprint but may strain integration.
Digital penetration at 37% suggests WSO’s procurement channel mix is shifting structurally, which can support margin and growth expectations.
Earnings-style datapoints and margin commentary suggest near-term sensitivity to OEM pricing and demand mix, with acquisition-driven footprint growth.
AlphAI scores every news story that mentions WSO with an AI model for sentiment and relevance, and aggregates insider trades from WATSCO INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Rush Enterprises (RUSHA) reported the slowest revenue growth among peers, with shares down 8.1% since earnings. Richardson Electronics (RELL) beat revenue and EPS estimates but fell 3.1%. Watsco (WSO) missed expectations, dropping 14.5%. FTAI Aviation (FTAI) beat revenue but missed EBITDA, falling 5.7%. WESCO (WCC) beat estimates, rising 15.5%.
3 min readWatsco, Inc. (WSO) agreed to acquire The Granite Group, a distributor of plumbing and HVAC products, for an undisclosed sum. The deal aims to strengthen WSO's market position and product diversification. The Granite Group will operate independently under its current leadership. WSO pre-market price was $312.00, down 0.71%.
1 min readWatsco (WSO) reported Q2 2026 earnings below expectations, with margins pressured by prior-year comparisons. The company completed its acquisition of Jackson Supply, adding 25 locations. Watsco projects $8.9B revenue and $688.3M earnings by 2029, requiring 7.1% yearly growth. Analysts highlight margin pressure and execution risks as key factors for investors.
2 min readDigital Commerce 360 reports that Wesco’s Q2 2026 data center sales rose 45%. It also cites Watsco’s Q2 e-commerce sales up 13%, with digital at 37% of total revenue, and notes Fastenal’s digital growth alongside a CEO transition. O’Neill Logistics announced a partnership with Robust.AI on warehouse automation. Investors may track Q3 results in October.
6 min readWatsco Inc (WSO) reported Q2 2026 revenue of $2.105B, up 2.1% from $2.062B a year earlier. Net income attributable fell to $163.3M from $183.6M, and diluted EPS declined to $4.00 from $4.52. The company cited HVAC sales mix, margin pressure from OEM pricing, and a Jackson acquisition adding 25 locations.
1 min readWatsco (NYSE: WSO) reported Q2 2026 revenue of $2,104,859 (thousand), up 2% YoY, but net income attributable to Watsco fell 11% to $163,336 (thousand). Diluted EPS was $4.00 for the quarter and $5.92 YTD. The company closed its Jackson Supply acquisition, issuing 517,884 shares valued at $186,164 (thousand).
6 min readAfter the July jobs report showed a 23,000 job loss versus an 80,000 gain forecast, the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors increased odds of a Fed rate cut, lifting growth and rate-sensitive stocks. Reddit (RDDT) rose 6.4%, Axon (AXON) 4.4%, Watsco (WSO) 2.7%, Rivian (RIVN) 4.1%, and Visteon (VC) 2.7%.
6 min readSimply Wall St reports Watsco (NYSE: WSO) Q2 2026 sales of $2,104.86 million and net income of $163.34 million, and six-month sales of $3,637.87 million with net income of $242.41 million. It says revenue rose modestly year over year, but diluted EPS from continuing operations fell in both periods, indicating margin pressure.
4 min readWatsco reported Q2 sales trends improving after regulatory transitions, with HVAC equipment sales up 3% (68% of sales) and commercial refrigeration up 19% (4%). Operating income fell 12% to $238 million and EPS fell 12% to $4. Revenue rose 1% to $3.6 billion for the first two quarters. The company completed its Jackson Supply acquisition and highlighted digital platforms.
4 min readThe article says Q2 commercial HVAC results were supported by data center cooling demand and energy-efficiency tailwinds, with US-listed peers Carrier (CARR), Johnson Controls (JCI), and Trane (TT) citing high-single-digit to low-double-digit sales growth and higher fiscal 2026 guidance. It also covers residential HVAC weakness and guidance changes at Carrier, Trane, Lennox (LII), and Watsco (WSO).
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