WSO
Market read
The latest filing is mixed. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if WSO's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Gross Profit Six Months Ended June 30, (in millions) 2026 2025 Change Gross profit $ 1,006.5 $ 1,033.1 $ (26.6 ) (3 )% Gross margin 27.7 % 28.7 % Gross profit margin declined 100 basis-points primarily due to the impact of the timing and magnitude of OEM pric…”10-Q · Aug 7, 2026 ↗
“We currently expect Closing to occur in the second quarter of 2026, subject to the satisfaction or waiver of customary closing conditions, including regulatory approval.”10-Q · May 8, 2026 ↗
“Gross Profit Quarters Ended June 30, (in millions) 2026 2025 Change Gross profit $ 578.9 $ 603.5 $ (24.6 ) (4 )% Gross margin 27.5 % 29.3 % Gross profit margin declined 180 basis-points primarily due to the pass through of significant inflationary pricing act…”10-Q · Aug 7, 2026 ↗
Valuation discipline
Price/sales 1.6× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for WSO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-07 against the comparable filing from 2025-08-08.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Gross Profit Quarters Ended June 30, (in millions) 2026 2025 Change Gross profit $ 578.9 $ 603.5 $ (24.6 ) (4 )% Gross margin 27.5 % 29.3 % Gross profit margin declined 180 basis-points primarily due to the pass through of significant inflationary pricing actions by our OEMs in 2025.”
“Gross Profit Six Months Ended June 30, (in millions) 2026 2025 Change Gross profit $ 1,006.5 $ 1,033.1 $ (26.6 ) (3 )% Gross margin 27.7 % 28.7 % Gross profit margin declined 100 basis-points primarily due to the impact of the timing and magnitude of OEM pricing actions as well as the sales mix for HVAC equipment in 2026 as compared to the same period in 2025.”
“Operating Activities Net cash used in operating activities was lower primarily due to the timing of vendor payments and a lower increase in inventory, which were partially offset by an increase in accounts receivable due to higher sales in 2026 as compared to 2025 .”
Point-in-time filing assessment published from the live pipeline.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“On April 1, 2025, one of our wholly owned subsidiaries acquired Hawkins, a distributor of commercial HVAC supplies with annual sales of approximately $9.0 million, operating from two locations in North Carolina and South Carolina.”
Depended on by
“We sell our products and services through certain key distributor, joint venture and similar relationships, including the Carrier Enterprise joint ventures with Watsco, Inc., AHI-Carrier FZC, a United Arab Emirates-based joint venture and various joint ventur…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
WSO is currently a Follower in the organic co-movement group Cyclical Industrial Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.