Watsco (WSO)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-04
QuarterlyIQ Insights · WSO
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
On the Closing Date, in connection with entering into the New Credit Facility, the Prior Credit Facility terminated. The Company borrowed $69.7 million under the New Credit Facility, the proceeds of which were used to repay outstanding borrowings under the Prior Credit Facility. Additionally, under the terms of the New Credit Facility, a $150,000 letter of credit outstanding under the Prior Credit Facility will remain outstanding in accordance with its existing terms and reduce the availabili…
Results of Operations and Financial Condition. On October 27, 2026, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and nine months ended September 30, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Entry into a Material Definitive Agreement. On October 21, 2026 (the “ Closing Date ”), Watsco, Inc., a Florida corporation (the “ Company ”), entered into an unsecured, five-year $750.0 million syndicated multicurrency credit agreement (the “ New Credit Facility ”) with a syndicate of lenders (the “ Lenders ”), and Bank of America, N.A. as Administrative Agent (in such capacity, the “ Administrative Agent ”), Swing Line Lender and L/C Issuer. The New Credit Facility replaces in its entirety…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in
Unregistered Sales of Equity Securities. On September 12, 2026, Watsco, Inc., a Florida corporation (the “ Company ”), entered into an agreement and plan of merger (the “ Merger Agreement ”) together with GGH Cornerstone Acquisition Corp. (“ Merger Sub 1 ”), Cornerstone Acquisition GGH LLC (“ Merger Sub 2 ”), BBH Granite Buyer, Inc. (“ BBHGB ”), Granite Group Holdings LLC (“ Granite Group Holdings ”) and, together with BBHGB, (the “ Surviving Entities ”), and the sellers’ representative named…
Unregistered Sales of Equity Securities. On September 12, 2026, Watsco, Inc., a Florida corporation (the “ Company ”), entered into an agreement and plan of merger (the “ Merger Agreement ”) together with GGH Cornerstone Acquisition Corp. (“ Merger Sub 1 ”), Cornerstone Acquisition GGH LLC (“ Merger Sub 2 ”), BBH Granite Buyer, Inc. (“ BBHGB ”), Granite Group Holdings LLC (“ Granite Group Holdings ”) and, together with BBHGB, (the “ Surviving Entities ”), and the sellers’ representative named…
Results of Operations and Financial Condition. On July 29, 2026, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and six months ended June 30, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Unregistered Sales of Equity Securities. On April 23, 2026, Watsco, Inc., a Florida corporation (the “ Company ”), entered into an asset purchase agreement (the “ Purchase Agreement ”) together with Jackson Supply Company, a Texas corporation (“ Seller ”), Jackson Supply LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“ Buyer ”), and the other parties thereto, pursuant to which Buyer has agreed to purchase the assets, and assume certain of the liabilities…
Unregistered Sales of Equity Securities. On April 23, 2026, Watsco, Inc., a Florida corporation (the “ Company ”), entered into an asset purchase agreement (the “ Purchase Agreement ”) together with Jackson Supply Company, a Texas corporation (“ Seller ”), Jackson Supply LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“ Buyer ”), and the other parties thereto, pursuant to which Buyer has agreed to purchase the assets, and assume certain of the liabilities…
Results of Operations and Financial Condition. On April 28, 2026, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter ended March 31, 2026. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition. On February 17, 2026, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and year ended December 31, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition. On October 29, 2025, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and nine months ended September 30, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On July 30, 2025, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and six months ended June 30, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On April 23, 2025, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter ended March 31, 2025. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On February 18, 2025, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and year ended December 31, 2024. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
CEO — Albert H. Nahmad: The filing discloses an amendment to the CEO's employment agreement regarding compensation, not a change in personnel or management status.
Results of Operations and Financial Condition On October 23, 2024, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and nine months ended September 30, 2024. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On July 30, 2024, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and six months ended June 30, 2024. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On April 24, 2024, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter ended March 31, 2024. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Other Items. On March 29, 2024, Watsco, Inc., a Florida corporation (the “ Company ”), filed a prospectus supplement to the prospectus contained in the Company’s effective Registration Statement on Form S-3 (File No. 333-260758). The prospectus supplement relates to the Watsco, Inc. Dividend Reinvestment Plan (the “ Plan ”), under which existing shareholders may, in accordance with the Plan, acquire shares of the Company’s Common stock, par value $0.50 per share or Class B Common stock, par v…
Director — Steven (Slava) Rubin: A director resigned without disagreement and was immediately replaced by an internal executive, representing an orderly board succession rather than a loss of senior management.
Results of Operations and Financial Condition On February 13, 2024, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and year ended December 31, 2023. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Results of Operations and Financial Condition On October 19, 2023, Watsco, Inc., a Florida corporation (the “Company”), issued a press release reporting its financial results for the quarter and nine months ended September 30, 2023. A copy of the Company’s press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is hereby incorporated by reference in this
Other Events. On September 1, 2023 (the “ Closing Date ”), Gateway Supply, LLC, a Delaware limited liability company and a wholly owned subsidiary of Watsco, Inc., a Florida corporation (the “ Company ”), acquired the plumbing and HVAC distribution business (the “ Business ”) of Gateway Supply Company, Inc., a South Carolina corporation (“ Seller ”), pursuant to the acquisition of substantially all of the assets and the assumption of certain of the liabilities of the Business under a previous…
Unregistered Sales of Equity Securities.
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