{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-199929","form_type":"8-K","ticker":"WSO","cik":"0000105016","company_name":"WATSCO INC","filed_at":"2023-08-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.017843+00:00","generated_at":"2026-06-12T16:42:54.511393+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Watsco Q2 revenue down 6% to $2.0B; EPS $4.42, down 10% YoY; cites OEM supply delays","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-199929","json":"https://secwatch.observer/filing/0001193125-23-199929.json","markdown":"https://secwatch.observer/filing/0001193125-23-199929.md","text":"https://secwatch.observer/filing/0001193125-23-199929.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/105016/000119312523199929/0001193125-23-199929-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/105016/000119312523199929/d522464d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T16:42:54.511393+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"11c40dd03358c93520f77b7f633a5d4773618c4f","claim":"WATSCO INC reported financial results for quarter and six months ended June 30, 2023.","evidence_excerpt":"On August 1, 2023, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and six months ended June 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/105016/000119312523199929/0001193125-23-199929-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter and six months ended June 30, 2023"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}