{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-322168","form_type":"8-K","ticker":"WSO","cik":"0000105016","company_name":"WATSCO INC","filed_at":"2026-07-29T11:30:16+00:00","discovered_at":"2026-07-29T11:35:00.410068+00:00","generated_at":"2026-07-29T11:35:34.130463+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Watsco Q2 EPS down 12% to $4.00; revenue up 2% to $2.1B; acquires Jackson Supply","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-322168","json":"https://secwatch.observer/filing/0001193125-26-322168.json","markdown":"https://secwatch.observer/filing/0001193125-26-322168.md","text":"https://secwatch.observer/filing/0001193125-26-322168.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/105016/000119312526322168/0001193125-26-322168-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/105016/000119312526322168/wso-20260729.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-29T11:35:34.130463+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}