Recent 8-K filings for WSO

• July 29, 2026, 7:30 AM ET earnings materiality 0.80 negative item 2.02item 7.01item 9.01

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

  Q2 revenue $2.1B (+2% YoY); EPS $4.00 (-12%); operating income $238M (-12%); gross margin 27.5% vs 29.3%.

• June 4, 2026, 4:26 PM ET M&A materiality 0.60 positive item 3.02

  Watsco closes Jackson Supply acquisition, issues 517,884 shares for $198M

  Closing on June 1, 2026; Watsco issued 517,884 shares of common stock (WSO) as consideration.

• April 29, 2026, 7:59 PM ET M&A materiality 0.75 neutral item 3.02

  Watsco to acquire Jackson Supply's HVAC distribution business for $198M in stock

  Watsco to issue ~458,985 shares (~$198M) to acquire Jackson Supply's HVAC distribution business.

• April 28, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco Q1 revenue flat at $1.53B, EPS down 3% to $1.87; acquires Jackson Supply ($230M sales)

  Revenue flat at $1.53B; EPS down 3% to $1.87; operating income down 2% to $110M.

• February 17, 2026, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 7.01item 9.01

  Watsco FY2025 revenue falls 5% to $7.24B; Q4 revenue down 10%; EPS $12.25; dividend raised 10% to $13.20

  FY2025 revenue $7.24B (-5% YoY); gross margin record 28.0% (+120 bps); operating income $720M (-8%); EPS $12.25 vs $13.30

• July 30, 2025, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  Watsco Reports Q2 2025 Results: Record Gross Margins and Operating Margin Expansion Despite Revenue Decline

  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%.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 9.01

  Watsco Q1 revenue down 2% to $1.53B, EPS $1.93 vs $2.17; core U.S. replacement sales up 10%

  Gross profit flat at $430M; margin improved 60 bps to 28.1%; operating income $112M (7.3% margin).

• February 18, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Watsco reports record Q4 sales $1.75B, EPS $2.37; raises dividend 11% to $12.00

  Q4 revenue rose 9% to a record $1.75B; gross margin expanded 90bp to 26.7%.

• November 15, 2024, 6:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  Watsco CEO Albert Nahmad's 2024 performance stock award cap doubled to $20M

  Base salary unchanged at $600k for 2024; personal airplane use up to 90 hours.

• October 23, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  Watsco posts record Q3 sales of $2.16B; EPS $4.22 flat YoY, operating cash flow up 50%

  Q3 sales record $2.16B (+2% YoY), operating income $250M (-2%), EPS $4.22 (-3%).

• July 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Watsco Q2 record revenue $2.1B, EPS $4.49; cash flow improves $100M; dividend raised 10%

  Record Q2 revenue $2.1B (+7% YoY); EPS $4.49 vs $4.42; operating margin 12.6%.

• April 24, 2024, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco reports record Q1 sales of $1.56B, record cash flow, and 10% dividend increase

  Revenues increased 1% to a record $1.56 billion, with HVAC equipment down 1% and commercial refrigeration up 2%.

• February 13, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco reports record 2023 sales of $7.28B; raises dividend 10% to $10.80/share

  Full-year 2023 revenue $7.28B (flat YoY); EPS $13.67 vs $15.41 ($14.20 adjusted) in 2022.

• October 19, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco posts record Q3 sales $2.13B, EPS $4.35; operating margin record 12.1%

  Q3 revenue $2.13B (+4% YoY); operating income $257M (+9%); EPS $4.35 (+8%); all-time records.

• September 5, 2023, 7:59 PM ET M&A materiality 0.60 neutral item 3.02item 8.01item 9.01

  Watsco completes $103M acquisition of Gateway Supply plumbing/HVAC business

  Purchase price of $103M paid with $4M cash and 280,215 shares of common stock.

• August 1, 2023, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco Q2 revenue down 6% to $2.0B; EPS $4.42, down 10% YoY; cites OEM supply delays

  Net sales $2.0B, down 6% YoY; HVAC equipment sales down 8% (69% of sales); commercial refrigeration up 1%.

• April 20, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco Q1 2023: record sales $1.55B, EPS $2.83 vs $2.90 prior year

  Revenue $1.55B (+2% YoY); gross margin 28.9% vs 29.6% last year.

• February 16, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Watsco Q4 EPS record $3.55 (incl. $1.20 tax benefit); adj. EPS $2.35, sales $1.58B +5%

  Q4 revenue record $1.58B (+5% YoY); gross margin record 27.4% (+10 bps).

• October 20, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Watsco reports record Q3 sales $2.04B, EPS $4.03; raises dividend 11% to $9.80

  Q3 revenue record $2.04B (+14%), EPS $4.03 (+11%), net income $186M (+13%).

• July 26, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Watsco Q2 EPS jumps 33% to record $4.93; sales hit $2.13B

  Record Q2: EPS $4.93 (+33% YoY), sales $2.13B (+15%), operating margin 13.5% (+180 bps).

• April 21, 2022, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  Watsco Q1 EPS jumps 109% to $2.90; record sales $1.52B and dividend raised 13%

  EPS $2.90 (up 109%), revenue $1.52B (+34%), both records; operating income $171M (11.2% margin, +400 bps).

• February 10, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Watsco reports record Q4 EPS $2.02, full-year EPS $10.78; raises dividend 13% to $8.80

  Q4 EPS $2.02 (up 77% YoY), record sales $1.5B (up 31%), net income $79M.

• October 20, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Watsco Q3 EPS $3.62 beats prior year by 31%; record sales $1.78B, up 16%

  EPS $3.62 (up 31% YoY) on record sales $1.78B; nine-month EPS $8.75 (up 50%).

• August 6, 2021, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Watsco enters ATM equity sales agreement for up to $300M common stock

  Agreement with Robert W. Baird & Co. for at-the-market issuance of up to $300M of common stock.

• July 22, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Watsco Q2 EPS jumps 64% to $3.71; record sales $1.85B, margin 11.7%

  Record EPS of $3.71, a 64% increase YoY; record net income.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event earnings

15 positive 1 negative 24 neutral

source · WSO on sec.gov