Watsco (WSO) Q1 FY26 earnings call

Watsco reported a Q1 FY26 marked by improving stability following the A2L product transition, with U.S. sales up 2% despite lower unit volumes that stabilized by quarter-end. The company announced the strategic acquisition of Jackson Supply, expanding its Sunbelt presence. Significant investments in technology, particularly e-commerce and OnCall Air, continue to drive growth and efficiency, with management expressing optimism for a more normalized operating environment ahead.