Watsco Inc (WSO-B) — SEC Filings
Watsco Inc (WSO-B) — 29 SEC filings. Latest: 10-Q (Nov 7, 2025). Includes 13 8-K, 6 10-Q, 5 SC 13G/A.
Overview
Watsco Inc (WSO-B) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 7, 2025: Watsco Inc. reported a decline in both revenue and net income for the quarter and nine months ended September 30, 2025. Quarterly revenues decreased by 4.3% to $2.067 billion from $2.160 billion in the prior year, while net income attributable to Watsco, Inc. fell by 5.5% to $161.575 million from $1
Sentiment Summary
Across 29 filings, the sentiment breakdown is: 1 bearish, 27 neutral, 1 mixed. The dominant filing sentiment for Watsco Inc is neutral.
Filing Type Overview
Watsco Inc (WSO-B) has filed 6 10-Q, 13 8-K, 2 DEF 14A, 2 10-K, 5 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (29)
Risk Profile
Risk Assessment: Of WSO-B's 23 recent filings, 0 were flagged as high-risk, 4 as medium-risk, and 19 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $5.661B |
| Net Income | $425.249M |
| EPS | $10.48 |
| Cash Position | $324.348M |
| Operating Margin | 10.9% |
| Total Assets | $4.555B |
Industry Context
Watsco operates in the HVAC (Heating, Ventilation, and Air Conditioning) distribution industry, a sector heavily influenced by new construction, replacement demand, and seasonal weather patterns. The industry is characterized by a fragmented market with numerous distributors and manufacturers. Trends include a growing demand for energy-efficient products and smart home integration, alongside ongoing supply chain complexities and evolving environmental regulations.
Top Tags
financials (6) · corporate-governance (5) · operations (4) · 10-Q (3) · financial-reporting (3) · financial-condition (2) · disclosure (2) · shareholder-vote (2) · quarterly-report (2) · executive-compensation (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Q3 2025 Revenues | $2.067B | Down 4.3% from $2.160B in Q3 2024 |
| Q3 2025 Net Income Attributable to Watsco, Inc. | $161.575M | Down 5.5% from $171.031M in Q3 2024 |
| Nine Months 2025 Revenues | $5.661B | Down 3.5% from $5.864B in Nine Months 2024 |
| Nine Months 2025 Net Income Attributable to Watsco, Inc. | $425.249M | Down 3.2% from $439.445M in Nine Months 2024 |
| Inventories, net | $1.602B | Increased by $216.350M from $1.385B at Dec 31, 2024 |
| Cash and cash equivalents | $324.348M | Decreased by $201.923M from $526.271M at Dec 31, 2024 |
| Dividends on common stock | $352.085M | Paid during the nine months ended September 30, 2025 |
| Q3 2025 Gross Profit | $568.915M | Up 0.5% from $566.244M in Q3 2024 |
| Nine Months 2025 SG&A Expenses | $1.005B | Up 5.3% from $954.950M in Nine Months 2024 |
| Q3 2025 Diluted EPS | $3.98 | Down from $4.22 in Q3 2024 |
| Revenue | $3.9B | for six months ended June 30, 2025, up 2.6% from $3.8B in prior year |
| Net Income | $200.1M | for six months ended June 30, 2025, down from $220.5M in prior year |
| Supplier Concentration | 70% | of cost of goods sold from Carrier and its affiliates for six months ended June 30, 2024 |
| Gross Profit | $1.05B | for six months ended June 30, 2025, slightly up from $1.03B in prior year |
| SG&A Expenses | $730.2M | for six months ended June 30, 2025, up from $690.1M in prior year |
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Frequently Asked Questions
What are the latest SEC filings for Watsco Inc (WSO-B)?
Watsco Inc has 29 recent SEC filings from Jan 2024 to Nov 2025, including 13 8-K, 6 10-Q, 5 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WSO-B filings?
Across 29 filings, the sentiment breakdown is: 1 bearish, 27 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Watsco Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Watsco Inc (WSO-B) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Watsco Inc?
Key financial highlights from Watsco Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for WSO-B?
The investment thesis for WSO-B includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Watsco Inc?
Executive information for Watsco Inc is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Watsco Inc stock?
Of WSO-B's 23 assessed filings, 0 were flagged high-risk, 4 medium-risk, and 19 low-risk.
What are recent predictions and forward guidance from Watsco Inc?
Forward guidance and predictions for Watsco Inc are extracted from SEC filings as they are enriched.