12h agoSeeking AlphaBULLISH 63Earnings
Watsco targets 30% gross margin as July organic growth runs 4% to 5%
Watsco (WSO) Q2 2026 earnings call highlights: sales, EPS, margin normalization, Jackson Supply deal, and July growth trends.
Why Is WATSCO INC A (WSO) Stock Moving Today?
By the Top Tier Newswire AI Desk · July 29, 2026 at 9:44 AM ET · reviewed against 8 wire stories
WATSCO INC A (WSO) is drawing unusual attention today. Our newswire has captured 8 stories on WSO across 5 sources in the last 36 hours, with AI sentiment reading mixed (avg 48/100).
Watsco Inc. (WSO) fell 12.05% to $323.00 in early trading on July 29, 2026, following the release of its second-quarter 2026 financial results. The stock opened with a 2.0% gap down and continued to decline throughout the session amid reports of lower-than-expected earnings and revenue. The move reflects investor reaction to mixed results and margin normalization trends highlighted in the company's earnings update.
What Happened
Watsco reported second-quarter and year-to-date 2026 results that showed modest revenue growth but reduced profitability. GAAP earnings per share missed estimates, and revenue of $2.105 billion fell short of the $2.147 billion forecast. The company filed an 8-K on July 29, disclosing its results of operations and financial condition. While the report noted strong e-commerce sales growth and operating efficiency, it also indicated ongoing industry stabilization and margin pressures. The stock’s sharp decline followed these disclosures and aligned with a broader market reassessment of the company's performance against expectations.
What The Data Shows
The intraday session showed a volatile start, with the stock opening at $360.13 and quickly declining to a low of $312.42 before settling at $323.51. The volume of 0.1 million shares was double the 3-month average, signaling heightened investor activity. Watsco’s fundamentals show a market cap of $14.2 billion, a P/E ratio of 30.2, and a trailing twelve-month revenue decline of 4.5%. The stock’s 52-week range is $323.05 to $491.55, with today’s price near the lower end of that range.
What To Watch
Watsco does not have an upcoming earnings date beyond this quarter’s report. Investors should monitor the evolving analyst coverage and any follow-up statements from the company regarding its operational strategy and margin normalization.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
WSO by the numbers
Coverage: 8 stories / 5 sourcesAI sentiment: 48/100 (mixed)Mkt cap: $14.2BP/E: 30.252w: $323.05 to $491.55
The headlines behind the move
12h agoSeeking AlphaNEUTRAL 50Earnings
Watsco, Inc. (WSO) Q2 2026 Earnings Call Transcript
Watsco, Inc. (WSO) Q2 2026 Earnings Call July 29, 2026 10:00 AM EDTCompany ParticipantsAlbert Nahmad - Chairman & CEOAaron Nahmad - Co-Vice Chairman...
17h agoSeeking AlphaBEARISH 34Earnings
Watsco falls to 3-yr low on margin pressure, revenue miss
Watsco (WSO) shares sank after Q2 revenue and EPS missed estimates as HVAC pricing normalized, squeezing margins.
19h agoThe Motley FoolBEARISH 34General
Why Watsco Stock Crashed Today
Watsco generates a lot of cash -- and is using it to buy growth.
22h agoTipRanksNEUTRAL 48Earnings
Watsco reports mixed Q2 results amid margin normalization
Watsco ( ($WSO) ) just unveiled an update. Watsco reported second-quarter and year-to-date 2026 results showing modest revenue growth but lower profitability amid n...
22h agoSeeking AlphaBEARISH 34Earnings
Watsco misses Q2 street views
Watsco (WSO) Q2 earnings recap: GAAP EPS misses, revenue up 1.9% Y/Y but below estimates.
22h agoSEC 8-KNEUTRAL 50General
WATSCO INC (WSO-B) files 8-K
Filed: 2026-07-29 AccNo: 0001193125-26-322168 Size: 575 KB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
22h agoBusiness InsiderBULLISH 67Earnings
Watsco Second Quarter Results Reflect Further Industry Stabilization, Strong E-Commerce Sales Growth and Continued Operating Efficiency
Jackson Supply Acquisition Adds Density to Key Sunbelt Markets; Entrepreneurial Culture and Debt-Free Balance Sheet Positions Company for Growth MIAMI, July 29, 2026 (GLOBE NEWSWIRE) -- Watsco, Inc.
Frequently asked questions
Why is WSO stock moving today?
WATSCO INC A (WSO) is drawing unusual attention today. Our newswire has captured 8 stories on WSO across 5 sources in the last 36 hours, with AI sentiment reading mixed (avg 48/100). The most recent driver: "Watsco targets 30% gross margin as July organic growth runs 4% to 5%" (Seeking Alpha).
Is WSO a buy right now?
Top Tier Newswire does not give financial advice. Our AI sentiment across the last 36 hours of WSO coverage reads 48/100 over 8 stories; treat it as a research signal and do your own diligence.
How fast does this page update?
The data sections refresh continuously as the newswire lands coverage; the written analysis is published once per trading day. Pro subscribers additionally get real-time push alerts, watchlists, and the full live terminal.
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More on WSO: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier WSO move explainers: 2026-07-29