Watsco

Conestoga Capital highlighted Watsco as a leading contributor after the stock outperformed in Q1 2026, driven by margin resilience and strong cash flow despite a softer demand environment. The HVAC sector experienced a 2025 refrigerant transition that caused destocking in 2026 and a consumer shift toward repairs rather than replacing equipment. Watsco closed at $420.68 on May 5, 2026, with a one-month return of 10.35% and a 52-week loss of 8.17%. » Altro su finance.yahoo.com

Watsco reported Q1 2026 EPS of $1.87 versus $1.70 expected and revenue of $1.53 billion vs. $1.49 billion forecast. E‑commerce grew 16% and the balance sheet remained debt‑free. Despite the results, the stock fell about 6% premarket, while management highlighted further technology investments (including OnCall Air) and a positive long‑term growth outlook. » Altro su de.investing.com

Watsco has signed a definitive agreement to acquire Jackson Supply Company for $230 million. Jackson Supply generated $230 million in revenue in 2025, operates 25 locations in seven states and serves about 5,000 customers; the company is to be continued as a standalone business under existing management. Closing is expected in the second quarter and is subject to customary closing conditions and regulatory approvals. The deal adds to Watsco’s $7.2 billion revenue base; the company remains acquisition-driven and is seeking further acquisition opportunities in the North American HVAC/R distribution market. » Altro su de.investing.com