Every 8-K that Watsco, Inc. (WSO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WSO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WSO filings page.
Watsco, Inc. (WSO) agreed to acquire Granite Group Holdings LLC and related entity BBH Granite Buyer, Inc. through a merger structure for an aggregate purchase price of $505.0 million, subject to customary post-closing adjustments. Granite Group Holdings is a diversified distributor of plumbing and HVAC products with approximately $500 million in sales across seven Northeastern states.
At closing, Watsco will pay 80% of the purchase price in cash and 20% in shares of its common stock, with the number of shares based on the daily volume-weighted average price over the ten trading days immediately before closing. Using the ten trading days ended September 16, 2026 and assuming no purchase price adjustments, Watsco estimates it would issue 324,257 common shares. The transaction is subject to customary conditions, including accuracy of representations and warranties, covenant performance, and expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The consideration shares will be issued in a private placement relying on Section 4(a)(2) and Rule 506(b) of Regulation D, with all voting securityholders represented to be accredited investors.
Watsco, Inc. reported Q2 2026 revenues of $2.1 billion, up 2%, with diluted earnings per share of $4.00, down 12% year over year. Gross margin was 27.5% versus 29.3% and operating income decreased 12% to $238 million as prior-year pricing benefits normalized.
The company closed the acquisition of Jackson Supply, an HVAC distributor with approximately $230 million in annualized sales across 25 Sunbelt locations, and maintained $464 million in cash and cash investments with no debt. E-commerce sales grew 13% in the first half of 2026, reaching $2.7 billion for the 12 months ended June 30, 2026. Operating cash use improved to $21 million versus $185 million a year earlier, and the annual dividend was increased 10% to $13.20 per share.
Watsco, Inc. has updated its earlier disclosure to report the exact number of shares issued for its acquisition of Jackson Supply Company’s HVAC distribution business. At the June 1, 2026 closing, Watsco issued 517,884 shares of common stock as consideration.
The purchase price was set at $198.0 million, net of Jackson’s business debt and transaction expenses, divided by the 10-day volume‑weighted average trading price before closing. Of the consideration shares, $25.0 million worth will be held in escrow for up to 12 months for purchase price adjustments and indemnification.
Watsco, Inc. reported the results of its 2026 Annual Meeting of Shareholders. Shareholders elected Ana Lopez-Blazquez as a Common stock director and Cesar L. Alvarez and Denise Dickins as Class B Common stock directors, each with terms expiring in 2029.
Shareholders approved a non-binding advisory resolution on executive compensation, with 80,839,936 votes for and 2,969,397 against. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the 2026 fiscal year, with 86,731,800 votes for and 9,111 against.
Watsco, Inc. agreed to acquire the HVAC distribution business of Jackson Supply by issuing Common Stock valued at $198.0 million, net of the Business’ debt and transaction expenses. The exact number of shares will be based on the 10-day volume-weighted average price of Watsco’s stock before closing.
Using the 10 most recent trading days ended April 27, 2026 and before any adjustments, this would equal an estimated 458,985 shares, with $25.0 million of stock held in escrow for up to 12 months for purchase price adjustments and indemnification. The shares will be issued as unregistered securities under a private placement exemption.
Watsco, Inc. reported first-quarter 2026 results showing broadly stable performance and continued investment in growth. Revenue was flat at $1.53 billion, with gross profit of $428 million and an operating margin of 7.2%. Diluted earnings per share declined 3% to $1.87, while cash used in operations improved sharply to $19 million from $178 million a year earlier due to lower working capital use.
The company agreed to acquire Jackson Supply Company, a Sunbelt HVAC distributor with annual sales of $230 million, expected to close in the second quarter of 2026. Watsco ended the quarter with $392.7 million in cash, $200 million in short-term cash investments and no debt, and increased its annual dividend by 10% to $13.20 per share. Digital initiatives continued to scale, with e-commerce sales of approximately $2.6 billion over the last 12 months, representing 36% of sales.
Watsco, Inc. reported mixed 2025 results in a tough HVAC/R market while raising its shareholder payout. Full-year revenues were $7.24 billion, down 5%, and diluted EPS was $12.25 versus $13.30, but gross margin expanded to a record 28.0% as pricing and technology initiatives took hold.
The company generated strong cash flow, with $570 million from operations for 2025 and a record $400 million in the fourth quarter, supported by cutting inventory about 30% from a $2.1 billion peak to $1.4 billion at year-end. Watsco ended 2025 with $780 million in cash and investments and no debt, and its board approved a 10% increase in the annual dividend to $13.20 per share on both Common and Class B shares, marking the 52nd consecutive year of dividends. Management highlighted continued investment in digital and AI-driven platforms, with e-commerce sales of about $2.5 billion (35% of total sales) and OnCallAir® generating $1.8 billion in gross merchandise value during 2025.
Watsco, Inc. furnished a current report to announce it issued a press release with financial results for the quarter and nine months ended September 30, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference under Items 2.02 and 7.01.
The company states this information is deemed “furnished,” not “filed,” under the Exchange Act.