{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-183549","form_type":"8-K","ticker":"WSO","cik":"0000105016","company_name":"WATSCO INC","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.869412+00:00","generated_at":"2026-05-15T02:41:17.761743+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Watsco Q1 revenue flat at $1.53B, EPS down 3% to $1.87; acquires Jackson Supply ($230M sales)","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-183549","json":"https://secwatch.observer/filing/0001193125-26-183549.json","markdown":"https://secwatch.observer/filing/0001193125-26-183549.md","text":"https://secwatch.observer/filing/0001193125-26-183549.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/105016/000119312526183549/0001193125-26-183549-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/105016/000119312526183549/wso-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:41:17.761743+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":"5b52d5a6f3bb91addb5b2e126180ae9bd0f9da7d","claim":"WATSCO INC reported first quarter ended March 31, 2026 results: revenue $1.53 billion, EPS $1.87.","evidence_excerpt":"First Quarter Performance • Revenues were flat at $1.53 billion • Gross profit was flat at $428 million (gross profit margin of 27.9% versus 28.1% last year) • SG&A was also flat and consistent as a percentage of sales • Operating income decreased 2% to $110 million (operating margin of 7.2% versus 7.3% last year) • Earnings per share decreased 3% to $1.87 • Cash used in operations was $19 million versus $178 million last year, a $159 million improvement","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/105016/000119312526183549/0001193125-26-183549-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.53 billion"},{"label":"EPS","value":"$1.87"},{"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"}