WATSCO INC. B CV DL-,50

Watsco completed its acquisition of Jackson Supply, adding 25 locations, about 5,000 contractor customers and $230 million of 2025 sales across Texas, Louisiana, Tennessee, Alabama, Mississippi, Oklahoma and Arizona. Jackson Supply will retain its name, branding, vendor relationships and management team, including Jim Durrett. The deal advances Watsco’s strategy to grow its share of the estimated $74 billion North American HVAC/R distribution market. » Altro su finance.yahoo.com

Heartland Opportunistic Value Equity Strategy called Watsco a multi‑year holding that has invested in technology infrastructure to support its distribution and contractor customers. The firm noted Watsco's recent struggles stem from a demand lull tied to weaker new‑home construction, stretched consumer finances and pulled‑forward demand, sending the stock down more than a third since February. Hedge fund ownership rose modestly, but Heartland said certain AI stocks may offer greater upside and less downside risk. » Altro su finance.yahoo.com

Watsco reported Q4 2025 earnings per share of $1.68 (expectation $1.88) and revenue of $1.58 billion (expectation $1.62 billion), with both metrics below estimates. The company posted a record cash flow of $400 million, reduced inventories by $500 million, and raised gross margin by 40 basis points to 27.1%; the dividend was increased 10% to $13.20 annually. The stock fell 1.66% in premarket trading. Watsco said it is optimistic about a market normalization in 2026 and aims for a long-term gross margin above 30%. » Altro su de.investing.com