Business
Watsco distributes air-conditioning, heating and refrigeration equipment, parts and supplies.
Watsco's HVAC distribution revenue and profit declined, but positive free cash flow and a safe balance sheet provided resilience through a softer replacement cycle.
The read at a glance✓ Audited against SEC data
- Growth — Revenue declined 5.0%Watch
- Profitability — Net income declined 7.3% to $496.994M from $536.286MWatch
- Cash flow — Free cash flow declined 28.0% to $535.063M from $743.012MWatch
- Margins — Operating margin contracted 31 bps to 9.95%Watch
- Accounting — Cyclical HVAC decline with healthy cashNote
- Insiders — 0 purchases and 0 salesNote
Leadership changes
From WATSCO INC's own filings, the day they're filed.
- Barry S. Logan · director · appointmenteff. 2024-03-11
Latest filings
- 10-Q · Quarterly report2026-08-07
- 8-K · Company announcement2026-07-29
- 8-K · Company announcement2026-06-04
- 8-K · Company announcement2026-06-03
- 10-Q · Quarterly report2026-05-08
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about WATSCO INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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