---
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"
generated_at: "2026-07-29T11:35:34.130463+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Watsco Q2 EPS down 12% to $4.00; revenue up 2% to $2.1B; acquires Jackson Supply

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-322168
- JSON: https://secwatch.observer/filing/0001193125-26-322168.json
- Plain text: https://secwatch.observer/filing/0001193125-26-322168.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.