{"filings":[{"id":1922802,"accession_number":"0001193125-26-322168","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-07-29T11:30:16+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q2 EPS down 12% to $4.00; revenue up 2% to $2.1B; acquires Jackson Supply","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $2.1B (+2% YoY); EPS $4.00 (-12%); operating income $238M (-12%); gross margin 27.5% vs 29.3%.","Acquired Jackson Supply (June 2026), ~$230M annual sales, 25 Sunbelt locations; adds density to key markets.","Annual dividend raised 10% to $13.20/share; 52 consecutive years of dividends; no debt, $464M cash.","E-commerce sales grew 13% in H1 2026 to $2.7B annualized (37% of sales); OnCallAir GMV $1.9B (+15%).","Operating cash flow improved to -$21M from -$185M in prior year H1; expects more conventional supply-chain trends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":861716,"accession_number":"0001193125-26-257478","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K/A","filed_at":"2026-06-04T20:26:29+00:00","items":["3.02"],"status":"ready","headline":"Watsco closes Jackson Supply acquisition, issues 517,884 shares for $198M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closing on June 1, 2026; Watsco issued 517,884 shares of common stock (WSO) as consideration.","Total deal value $198M net of debt and transaction expenses, paid in stock to seller.","$25M of shares held in escrow for up to 12 months for purchase price adjustments and indemnification.","Shares issued in unregistered transaction under Section 4(a)(2) to an accredited investor.","Amendment updates the estimated share count from the original April 29, 2026 filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":861637,"accession_number":"0001193125-26-257467","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-06-04T20:24:12+00:00","items":["9.01"],"status":"ready","headline":"Watsco files legal opinion and consent for routine exhibit; no material news","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filing consists solely of Exhibit 5.1 (Greenberg Traurig legal opinion) and Exhibit 23.1 (consent).","No financial results, corporate transactions, or other material events disclosed.","Form 8-K filed under Item 9.01 as a procedural matter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":833356,"accession_number":"0001193125-26-255386","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-06-03T20:00:16+00:00","items":["5.07"],"status":"ready","headline":"Watsco shareholders elect directors, approve say-on-pay and Deloitte ratification at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Ana Lopez-Blazquez elected Common stock director for term ending 2029 with 24.5M votes for (6.1M against).","Cesar L. Alvarez and Denise Dickins elected Class B directors for term ending 2029 with 53.2M votes for each.","Non-binding advisory say-on-pay resolution approved: 80.8M for, 3.0M against, 125,790 abstentions.","Ratification of Deloitte & Touche as auditor for fiscal 2026 approved: 86.7M for, 9,111 against, 64,545 abstentions.","All proposals passed; no material changes to governance or operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90897,"accession_number":"0001193125-26-191427","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Watsco to acquire Jackson Supply's HVAC distribution business for $198M in stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Watsco to issue ~458,985 shares (~$198M) to acquire Jackson Supply's HVAC distribution business.","$25M of the consideration shares placed in escrow for up to 12 months for purchase price adjustments and indemnification.","Closing subject to regulatory approval and customary conditions; no specific date given.","Shares issued in reliance on Section 4(a)(2) exemption; seller represented as accredited investor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90896,"accession_number":"0001193125-26-183549","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q1 revenue flat at $1.53B, EPS down 3% to $1.87; acquires Jackson Supply ($230M sales)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue flat at $1.53B; EPS down 3% to $1.87; operating income down 2% to $110M.","Acquires Jackson Supply Company, Sunbelt HVAC distributor with $230M annual sales; expected close Q2 2026.","Annual cash dividend increased 10% to $13.20 per share; 52 consecutive years of dividends.","Cash used in operations improved to $19M from $178M YoY, a $159M improvement.","E-commerce sales grew 16% to $2.6B annualized; OnCallAir GMV up 20% to $394M in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":1533010000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100737,"accession_number":"0001193125-26-053048","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco FY2025 revenue falls 5% to $7.24B; Q4 revenue down 10%; EPS $12.25; dividend raised 10% to $13.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 revenue $7.24B (-5% YoY); gross margin record 28.0% (+120 bps); operating income $720M (-8%); EPS $12.25 vs $13.30","Q4 revenue $1.58B (-10%); gross margin 27.1% (+40 bps); operating income $102M (-25%); EPS $1.68 vs $2.37","Annual dividend increased 10% to $13.20 per share; 52nd consecutive year of dividends","Operating cash flow $570M for year, record $400M in Q4; inventory reduced 30% from peak to $1.4B","Balance sheet: $780M cash, no debt; e-commerce $2.5B (35% of sales); 73,000 digital users"],"consensus_eps_estimate":null,"consensus_eps_actual":12.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":7239290000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117035,"accession_number":"0001193125-25-254667","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco files Q3 2025 earnings 8-K; financial details not in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release with Q3 2025 results is not included in this filing text.","Watsco trades as WSO and WSOB on the NYSE.","No specific revenue, EPS, or guidance figures are available from the filing body."],"consensus_eps_estimate":null,"consensus_eps_actual":10.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":5660533000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133471,"accession_number":"0001193125-25-168635","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Reports Q2 2025 Results: Record Gross Margins and Operating Margin Expansion Despite Revenue Decline","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue decreased 4% to $2.06 billion, but gross profit rose 4% to a record $603 million with 220 bps margin expansion to 29.3%.","EPS was $4.52 vs $4.49 prior year; operating income up 1% to $272 million; operating margin expanded 60 bps to 13.2%.","A2L product transition drove double-digit pricing, offset by lower unit volumes; new A2L equipment sales mix reached 60% in Q2.","Watsco raised annual dividend 11% to $12.00 per share in April 2025, marking 51st consecutive year of dividends.","Company had $293M cash, no debt, $3B equity; invested over $250M in technology in last five years; 70,000+ users on HVAC Pro+ Mobile Apps."],"consensus_eps_estimate":null,"consensus_eps_actual":6.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":3593528000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150153,"accession_number":"0001193125-25-135304","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Watsco shareholders elect three directors, approve say-on-pay and auditor ratification at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Gary L. Tapella re-elected as Common director with 28,752,763 votes for (96.6%); 1,012,595 against.","J. Michael Custer and Valerie F. Schimel re-elected as Class B directors with over 52.4M votes for each.","Advisory say-on-pay approved: 77,563,325 for vs. 4,734,051 against; broker non-votes of 1,731,964.","Ratification of Deloitte & Touche as 2025 auditor passed with 85,042,552 votes for, only 41,086 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150152,"accession_number":"0001193125-25-090030","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q1 revenue down 2% to $1.53B, EPS $1.93 vs $2.17; core U.S. replacement sales up 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Gross profit flat at $430M; margin improved 60 bps to 28.1%; operating income $112M (7.3% margin).","A2L refrigerant transition affects ~55% of sales; nearly $1B inventory conversion underway in 2025.","Dividend raised 11% to $12.00 per share; 51st consecutive year; cash $432M, no debt.","Operating cash flow use of $178M reflecting A2L inventory build and vendor payment timing.","Two new acquisitions in 2025; long-term strategy targets fragmented $74B HVAC/R distribution market."],"consensus_eps_estimate":null,"consensus_eps_actual":1.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":1531086000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169152,"accession_number":"0001193125-25-028152","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco reports record Q4 sales $1.75B, EPS $2.37; raises dividend 11% to $12.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue rose 9% to a record $1.75B; gross margin expanded 90bp to 26.7%.","Q4 operating income up 26% to $136M; EPS of $2.37 vs $2.06 last year (+15%).","Record Q4 operating cash flow of $379M; full-year operating cash flow $773M (+38%).","Annual dividend increased 11% to $12.00 per share, effective April 2025; 51st consecutive year.","Full-year sales $7.62B (+5%); EPS $13.30 vs $13.67; digital sales rose 8% to $2.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":13.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":7618317000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186210,"accession_number":"0001193125-24-259823","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Watsco CEO Albert Nahmad's 2024 performance stock award cap doubled to $20M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base salary unchanged at $600k for 2024; personal airplane use up to 90 hours.","Award formula based on EPS growth (higher rate above 5%) and stock price target ($428.47 or $514.16).","Award vests cliff on Oct 15, 2032; accelerated vesting for death, disability, or change in control.","Amendment approved Aug 13, 2024, effective Jan 1, 2024; prior cap was $10M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186209,"accession_number":"0001193125-24-241444","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco posts record Q3 sales of $2.16B; EPS $4.22 flat YoY, operating cash flow up 50%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 sales record $2.16B (+2% YoY), operating income $250M (-2%), EPS $4.22 (-3%).","Nine-month sales $5.9B (+3%), EPS $10.92 vs $11.60, operating cash flow record $394M (+50%).","Residential HVAC unit sales stabilized; October trends show mid-single digit sales growth.","Annual dividend raised 10% to $10.80 per share effective April 2024.","Regulatory shift to A2L systems expected to impact ~60% of sales in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":10.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":5864355000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202841,"accession_number":"0001193125-24-188253","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q2 record revenue $2.1B, EPS $4.49; cash flow improves $100M; dividend raised 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue $2.1B (+7% YoY); EPS $4.49 vs $4.42; operating margin 12.6%.","Operating cash flow improved by $100M to $58M (from -$42M use in 2023).","E-commerce sales grew 13%, accounting for 36% of total sales; 60K authenticated mobile users.","Dividend rate increased 10% to $10.80 per share, marking 50 consecutive years of payments.","Balance sheet: $425M cash and short-term investments; no borrowings on $600M credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":6.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3704319000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219030,"accession_number":"0001193125-24-156097","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Watsco reports 2024 Annual Meeting results; all proposals approved by shareholders","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Common shareholders re-elected Barry S. Logan as director with 21.85M votes for, 7.94M against.","Class B shareholders re-elected Aaron J. Nahmad and Albert H. Nahmad as directors with over 51M votes for each.","Advisory say-on-pay resolution passed with 65.6M for and 15.4M against (81% support).","Ratification of Deloitte & Touche as auditor for fiscal 2024 approved with 84.6M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219029,"accession_number":"0001193125-24-108455","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco reports record Q1 sales of $1.56B, record cash flow, and 10% dividend increase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenues increased 1% to a record $1.56 billion, with HVAC equipment down 1% and commercial refrigeration up 2%.","Record first-quarter operating cash flow of $104 million; cash and investments totaled $479 million with no debt.","Board approved a 10% increase in annual dividend to $10.80 per share, effective April 2024.","Earnings per share were $2.17 versus $2.83 in the prior-year quarter; equity raised $282 million via ATM offering.","Authenticated e-commerce users grew 6% to over 57,000; OnCallAir GMV rose 22% to $269 million."],"consensus_eps_estimate":null,"consensus_eps_actual":2.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":1564991000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238911,"accession_number":"0001193125-24-082082","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-03-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Watsco files prospectus supplement for Dividend Reinvestment Plan","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed prospectus supplement on March 29, 2024, for the Dividend Reinvestment Plan.","Plan allows shareholders to reinvest cash dividends into Common or Class B common stock ($0.50 par value).","Legal opinion from Greenberg Traurig, P.A. on validity of shares registered filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238910,"accession_number":"0001193125-24-041507","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Board member Steven Rubin resigns; EVP Barry Logan appointed to Watsco board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven Rubin resigns from Board effective March 10, 2024; no disagreement with Company.","Rubin, elected by common stockholders, will join the Company's Advisory Board on March 11, 2024.","Barry S. Logan appointed to Board effective February 19, 2024, filling Rubin's vacancy.","Logan, EVP & Secretary, joined Watsco in 1992; no new compensation arrangements made."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238909,"accession_number":"0001193125-24-032868","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco reports record 2023 sales of $7.28B; raises dividend 10% to $10.80/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2023 revenue $7.28B (flat YoY); EPS $13.67 vs $15.41 ($14.20 adjusted) in 2022.","Q4 sales record $1.60B (+1% YoY); EPS $2.06 vs $3.55 ($2.35 adjusted) in Q4 2022.","Q4 operating cash flow record $299M (+40% YoY); full-year $562M.","Annual dividend increased 10% to $10.80/share, effective April 2024; 50th consecutive year.","Unitary HVAC unit volume declined 8% in 2023 vs industry decline of approximately 15%."],"consensus_eps_estimate":null,"consensus_eps_actual":13.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":7283767000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256396,"accession_number":"0001193125-23-258924","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-10-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco posts record Q3 sales $2.13B, EPS $4.35; operating margin record 12.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $2.13B (+4% YoY); operating income $257M (+9%); EPS $4.35 (+8%); all-time records.","Nine-month sales $5.68B (flat YoY); EPS $11.60 vs $11.86; operating margin 12.1%.","Acquired Gateway Supply Company ($180M annual sales, 15 locations in SC/NC) to expand plumbing/HVAC network.","SG&A as % of sales down 80 bps to improve operating efficiency; technology users up 19% to 54,000.","Dividend increased to $9.80 annualized since Jan 2021; balance sheet: $175M cash, $106M debt, $2.7B equity."],"consensus_eps_estimate":null,"consensus_eps_actual":11.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":5680570000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256395,"accession_number":"0001193125-23-258925","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K/A","filed_at":"2023-10-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Watsco board adopts annual say-on-pay votes after shareholder preference","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders at June 5, 2023 annual meeting voted in favor of annual advisory votes on executive compensation.","Board decided to hold future non-binding say-on-pay votes every year until otherwise determined.","Decision disclosed in 8-K/A filed October 19, 2023 amending original June 8, 2023 report.","No changes to original 8-K other than adding frequency decision disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273798,"accession_number":"0001193125-23-228629","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-09-05T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Watsco completes $103M acquisition of Gateway Supply plumbing/HVAC business","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $103M paid with $4M cash and 280,215 shares of common stock.","Acquisition closed September 1, 2023; per previously reported July 28, 2023 purchase agreement.","Of the shares issued, 21,228 are subject to 1- and 2-year lock-up restrictions.","Shares issued in unregistered offering under Section 4(a)(2) and Rule 506; resale registration rights granted.","Acquires substantially all assets and certain liabilities of Gateway Supply Company's plumbing/HVAC distribution business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273797,"accession_number":"0001193125-23-199929","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q2 revenue down 6% to $2.0B; EPS $4.42, down 10% YoY; cites OEM supply delays","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.0B, down 6% YoY; HVAC equipment sales down 8% (69% of sales); commercial refrigeration up 1%.","GAAP EPS $4.42, down 10% YoY; operating income $266M, down 7%; operating margin 13.3% vs 13.5%.","OEM supply disruptions from regulatory transition reduced sales by estimated $75-80M in Q2; company calls it second-best quarter.","Technology investments $55M over trailing 12 months; e-commerce sales now 34% of total; active mobile app users up 19% to 53,000.","Annual dividend rate increased 11% to $9.80 per share effective Jan 2023; future increases considered."],"consensus_eps_estimate":null,"consensus_eps_actual":7.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":3553725000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290871,"accession_number":"0001193125-23-163512","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-06-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Watsco shareholders elect directors, approve say-on-pay and ratify Deloitte at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Ana Lopez-Blazquez elected Common stock director with 28,856,275 votes for; term to 2026.","Cesar L. Alvarez and Denise Dickins elected Class B directors with 51,373,700 votes each.","Non-binding say-on-pay passed: 75,648,050 for, 4,920,301 against, 76,149 abstentions.","Advisory frequency set to 1 year with 80,271,469 votes; annual say-on-pay confirmed.","Ratification of Deloitte & Touche as FY2023 auditor: 82,578,804 for, 315,405 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290870,"accession_number":"0001193125-23-140781","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"Watsco engages Deloitte as new independent auditor for FY2023, no disagreements reported","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Engaged Deloitte & Touche LLP as independent auditor for FY ending Dec 31, 2023, effective May 5, 2023, covering interim period ending June 30, 2023.","No prior consultations with Deloitte on accounting principles or audit opinions; no disagreements or reportable events during past two fiscal years and subsequent period.","Audit Committee notified previous auditor of Deloitte's appointment on April 18, 2023; engagement finalized on May 5, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290869,"accession_number":"0001193125-23-112923","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-04-24T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Watsco dismisses KPMG, appoints Deloitte as new auditor for FY 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KPMG dismissed effective upon filing Q1 2023 10-Q; no disagreements or reportable events in prior 2 years.","Deloitte & Touche appointed for FY 2023, effective for interim period ending June 30, 2023.","KPMG's audit reports for 2022 and 2021 were unqualified with no adverse opinions.","Appointment subject to execution of engagement letter and completion of Deloitte's standard client acceptance.","KPMG furnished a letter to SEC dated April 24, 2023 agreeing with the disclosures, filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290868,"accession_number":"0001193125-23-107391","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q1 2023: record sales $1.55B, EPS $2.83 vs $2.90 prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.55B (+2% YoY); gross margin 28.9% vs 29.6% last year.","Operating income $165M (-4%); EPS $2.83 vs $2.90; operating cash flow improved $54M to -$47M.","HVAC equipment sales +2% (68% of sales); commercial refrigeration +12%; heat pumps +7%.","Annual dividend raised 11% to $9.80/share effective January 2023.","E-commerce 33% of sales; OnCallAir GMV $220M (+33%); authenticated tech users up 19%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1550641000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311723,"accession_number":"0001193125-23-076743","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["1.01","1.02","2.03","2.04","9.01"],"status":"ready","headline":"Watsco enters new $600M credit facility, replacing $560M prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $600M unsecured five-year multicurrency revolving credit facility; $500M seasonal reduction optional from Oct–Mar.","At closing, $235.5M borrowed to repay prior facility; $194.6M outstanding after repayment of prior debt.","Interest rate spreads: Term SOFR + 100–137.5 bps (USD); commitment fee 12.5–27.5 bps on unused portion.","Facility includes $125M swingline, $75M alternative currency sublimit, $10M Mexican borrowing subfacility.","Covenants include consolidated leverage and interest coverage ratio; guaranteed by substantially all wholly owned subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311722,"accession_number":"0001193125-23-040713","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2023-02-16T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q4 EPS record $3.55 (incl. $1.20 tax benefit); adj. EPS $2.35, sales $1.58B +5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue record $1.58B (+5% YoY); gross margin record 27.4% (+10 bps).","Q4 GAAP EPS $3.55 (+76% YoY); adjusted EPS $2.35 (+16% YoY) excluding $1.20/share tax benefit.","Full-year 2022 sales +16%, record operating income, net income, EPS, and operating cash flow.","Tax benefit of $49M from vesting of 975,622 restricted shares to Chairman & CEO (infrequent event).","CEO cites strong balance sheet, 673 locations, seeking acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":15.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":7274344000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":330288,"accession_number":"0001193125-22-265709","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-10-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco reports record Q3 sales $2.04B, EPS $4.03; raises dividend 11% to $9.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue record $2.04B (+14%), EPS $4.03 (+11%), net income $186M (+13%).","Nine-month sales $5.69B (+19%), EPS $11.86 (+36%), operating cash flow $359M (+12%).","Annual dividend raised 11% to $9.80 per share, effective Jan 2023; 48 consecutive years of dividends.","HVAC equipment sales +13% in Q3; residential heat pump sales +32% in Q3.","E-commerce sales $2.3B LTM (+22%); OnCall Air GMV $269M (+47%)."],"consensus_eps_estimate":null,"consensus_eps_actual":11.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":5693121000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347845,"accession_number":"0001193125-22-201481","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q2 EPS jumps 33% to record $4.93; sales hit $2.13B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2: EPS $4.93 (+33% YoY), sales $2.13B (+15%), operating margin 13.5% (+180 bps).","Six-month EPS $7.83 (+53%), sales $3.66B (+22%), operating margin 12.5% (+250 bps).","HVAC equipment sales +13% ex-acquisitions; U.S. residential HVAC equipment +15%.","E-commerce run-rate >$2.2B annually; OnCall Air quotes to ~73,000 households (+25%).","Expects 2023 demand moderation due to monetary policy; regulatory catalysts (efficiency standards, refrigerant transition) support long-term growth."],"consensus_eps_estimate":null,"consensus_eps_actual":7.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3657325000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364376,"accession_number":"0001193125-22-170232","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-06-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Watsco reports annual meeting results; all director nominees elected, say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected Bob L. Moss (term 2023), John A. Macdonald (term 2024), and Steven Rubin (term 2025) as Common directors.","Class B shareholders elected J. Michael Custer and Valerie Schimel for 2025 terms.","Non-binding say-on-pay resolution passed with 78,435,876 votes in favor (93.9%).","Ratification of KPMG as independent auditor for FY2022 approved with 85,436,484 votes in favor (99.9%)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":364375,"accession_number":"0001193125-22-112095","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-04-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q1 EPS jumps 109% to $2.90; record sales $1.52B and dividend raised 13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $2.90 (up 109%), revenue $1.52B (+34%), both records; operating income $171M (11.2% margin, +400 bps).","Same-store sales +25%, HVAC equipment +26%; gross margin +370 bps to record $450M.","Annual dividend raised 13% to $8.80, payable April 29, 2022.","Technology spending increased $10M to $46M; e-commerce sales surpassed $2B trailing twelve months.","Unit sales up 8%, average selling prices up 18% reflecting inflation pass-through."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":1523570000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384083,"accession_number":"0001193125-22-079540","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-03-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Brian E. Keeley resigns from Watsco Board, joins Advisory Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brian E. Keeley notified resignation from Watsco Board effective April 15, 2022.","Keeley was elected by Common stock holders; term was to expire at 2023 annual meeting.","Resignation not due to any disagreement with the Company.","Keeley will join the Company's Advisory Board effective April 15, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384082,"accession_number":"0001193125-22-033582","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco reports record Q4 EPS $2.02, full-year EPS $10.78; raises dividend 13% to $8.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 EPS $2.02 (up 77% YoY), record sales $1.5B (up 31%), net income $79M.","Full-year EPS $10.78 (up 54%), sales $6.3B, net income $419M, operating margin 10.0% (record).","Annual dividend raised 13% to $8.80 per share; next payment April 29, 2022. 48 consecutive years of dividends.","Same-store sales growth Q4 21%, full-year 18%; gross margin expanded 240 bps to 26.6% for the year."],"consensus_eps_estimate":null,"consensus_eps_actual":10.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":6280192000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401920,"accession_number":"0001193125-21-302553","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2021-10-20T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Watsco Q3 EPS $3.62 beats prior year by 31%; record sales $1.78B, up 16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $3.62 (up 31% YoY) on record sales $1.78B; nine-month EPS $8.75 (up 50%).","Operating margin expanded 140 bps to record 11.6%; gross margin 27.1% (+280 bps).","Q3 operating cash flow record $238M, up 113% YoY.","Completed three acquisitions totaling $114M; opened 20 new stores in 2021.","Added 450 employees; annual dividend raised 10% to $7.80/share (effective April 2021)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":4768327000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401919,"accession_number":"0001193125-21-296941","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2021-10-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Watsco appoints John Macdonald to Board, replaces George Sape who resigned","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["George P. Sape resigned from the Board on October 6, 2021; joined Advisory Board on October 11, 2021.","John Macdonald, 64, former President and CEO of Enercare, appointed as Common stock director, effective October 11, 2021.","Macdonald will stand for election at 2022 annual shareholder meeting and serve on Compensation Committee.","Sape's resignation was not due to any disagreement with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":15823320000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420854,"accession_number":"0001193125-21-239331","cik":105016,"company_name":"WATSCO INC","ticker":"WSO","form_type":"8-K","filed_at":"2021-08-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Watsco enters ATM equity sales agreement for up to $300M common stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement with Robert W. 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