Watsco, Inc.
WSO
Jodie situation report
Watsco, Inc.'s current read is isolated; its market group is not confirming.
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.
- Revenue increased 2.1% versus the comparable filing period.
- Operating margin fell 1.9 percentage points.
- OEM pricing actions and HVAC equipment mix reduced Watsco’s gross margin in the latest three-month period.
- Q1 2026 sales of ducted residential compressor-bearing systems: total sales -1%, unit volume -8%, average selling price +7% vs Q1 2025.
Invalidation: The isolated read changes if WSO's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind WSO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
HWKNHawkins, Inc.distributorMay 8, 2026 ▾
“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
CARRCarrier Global CorporationdistributorFeb 5, 2026 ▾
“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.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WSO is currently a Follower in the organic co-movement group Cyclical Industrials. 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.