Watsco, Inc.
WSO
Jodie read · what matters now
Revenue increased 0.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to WSO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-08 against the comparable filing from 2025-05-09.
What improved
- Revenue increased 0.1% versus the comparable filing period.
What weakened
- Operating cash flow covered only -0.24x net income.
Filing receipts
“Gross Profit Quarters Ended March 31, (in millions) 2026 2025 Change Gross profit $ 427.6 $ 429.6 $ (2.0 ) (0 )% Gross margin 27.9 % 28.1 % Gross profit margin declined 20 basis-points primarily due to the sales mix of HVAC equipment in 2026 as compared to 2025.”
“Interest Income, Net Interest income, net for the first quarter of 2026 increased $1.0 million, or 19%, primarily due to higher cash and short-term cash investment balances on hand for the 2026 period as compared to the same period in 2025.”
“Financing Activities Net cash used in financing activities decreased primarily due to the timing of distributions to the non-controlling interest offset by increased dividends in 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind WSO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
WSO is currently a Participant in the organic co-movement group Rental & Leasing Services. 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.
Theme membership history
No durable theme membership has been observed for this name yet.