WATSCO INC
No SEC Form 4 filings for $WSO in the last 30 days.
See all $WSO insider activity →Digital 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.
Watsco 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.
Watsco (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).
Over the past 7 days, alphai's AI scored 6 news stories mentioning WSO (WATSCO INC). Coverage has skewed bullish: 2 bullish, 3 neutral, and 1 bearish.
Recent WSO coverage spans earnings, sector analysis and mergers & acquisitions.
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.
The quarter shows margin compression and weaker net income, while the Jackson Supply deal adds Sunbelt locations and goodwill.
The rally is framed as a macro tailwind from lower discount rates, not a new Watsco catalyst.
The article frames a revenue-growth versus EPS-decline trade-off, implying margin pressure that could keep the stock under scrutiny.
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.
Digital 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).
9 min readWatsco (NYSE: WSO) shares fell about 16% after the company reported Q2 results that missed Wall Street expectations. Revenue was $2.1 billion, up 2.1% year over year but below forecasts. EPS fell about 12% to $4.00 versus $4.39 consensus, with gross margin at 27.5% and operating margin at 11.3%.
4 min readWatsco shares fell about 15% by 10:45 a.m. ET Wednesday after the company reported Q2 results below analyst expectations. Analysts expected $4.41 EPS on over $2.1B revenue; Watsco posted $4 EPS and slightly missed sales. The company said revenue rose 2% YoY, gross profit fell, operating costs rose, and earnings declined 12% YoY.
3 min readWatsco (NYSE:WSO) reported Q2 CY2026 sales of $2.10 billion, up 2.1% year on year, but below Wall Street estimates. GAAP profit was $4 per share, 8.8% under analysts’ consensus. Operating margin was 11.3%, down 1.9 points year on year. Shares fell 3.8% to $353.40 after results.
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