$WSO

Watsco, Inc. (NYSE: WSO) declared a $3.30 quarterly dividend per share, payable on October 30, 2026. The company has paid dividends for 52 consecutive years, focusing on cash flow and a conservative balance sheet. Watsco is the largest distributor in the North American HVAC market, with a history of organic growth and acquisitions. The company is investing in AI-driven initiatives and digital tools to enhance its competitive advantage.

Watsco (WSO) reported $464M cash, no debt, and 52 years of dividend increases. Ferguson (FERG) beat EPS estimates and raised full-year guidance. Core & Main (CNM) serves a $44B market with $1.2T in U.S. infrastructure investment needed. All three companies benefit from non-cyclical demand for HVAC and plumbing products.

Watsco (WSO) acquired The Granite Group, a plumbing and HVAC distributor, for $500M. This is Watsco's second acquisition in 2026, following Jackson Supply. The Granite Group has $500M in annual sales and 82 locations. Watsco's Q2 revenue rose 2% to $2.1B, but gross profit fell 4% due to margin compression. The company has no debt and raised its dividend 10% in April.

WATSCO INC (WSO) filed an SEC Form 8-K — Unregistered Sales of Equity Securities. Item 3.02 Unregistered Sales of Equity Securities. On September 12, 2026, Watsco, Inc., a Florida corporation (the “ Company ”), entered into an agreement and plan of merger (the “ Merger Agreement ”) together with GGH Cornerstone Acquisition Corp. (“ Merger Sub 1 ”), Cornerstone

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.

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).