Recent 8-K filings for WSO

• 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%.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

5 positive 0 negative 8 neutral

source · WSO on sec.gov