The acquisition adds meaningful scale in high-growth Sunbelt markets and is consistent with Watsco's proven roll-up strategy. Monitor for further tuck-in acquisitions and integration updates in upcoming quarterly filings.
Price Chart
Executive Summary
Watsco closed its acquisition of Jackson Supply Company, a Sunbelt HVAC distributor with $230M in 2025 sales, adding 25 locations and ~5,000 contractor customers across eight states. The deal expands Watsco's footprint in fast-growing markets and aligns with its strategy to capture share in the $74B North American HVAC/R distribution market.
Key Facts
- Acquisition of Jackson Supply Company closed; Jackson Supply had $230 million in sales in 2025.
- Adds 25 locations and approximately 5,000 contractor customers across Texas, Louisiana, Tennessee, Alabama, Mississippi, Oklahoma, and Arizona.
- Jackson Supply will retain its name, vendor relationships, brand identity, and existing leadership team.
- Watsco is the largest distributor in the highly-fragmented North American HVAC/R market, estimated at $74 billion.
- Approximately 74,000 contractors, installers, and technicians engage digitally with Watsco.
Financial Impact
Acquisition of a distributor with $230M in annual sales; deal value not disclosed.
Risk Factors
- Integration risks despite retained management and brand autonomy.
- Potential for elevated leverage if the acquisition was debt-financed (deal value not disclosed).
- Seasonal and macroeconomic sensitivity of HVAC demand to housing starts and consumer spending.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3305035 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 29, 2026 9w ago | 8-K | $320.02 $313.22 | ▲ +2.12% | ▲ +7.14% | $299.21 (+6.50%) |
Jul 16, 2026 11w ago | Press Release | $371.91 $313.06 | ▼ −15.82% | ▼ −20.27% | $299.21 (−19.55%) |
Jun 2, 2026 17w ago | Press Release | $361.67 $407.62 | ▲ +12.70% | ▲ +14.52% | $299.21 (−17.27%) |
Apr 28, 2026 22w ago | Press Release | $436.60 $378.85 | ▼ −13.23% | ▼ −18.68% | $299.21 (−31.47%) |
Apr 10, 2026 25w ago | Press Release | $408.87 $429.24 | ▲ +4.98% | ▼ −3.55% | $299.21 (−26.82%) |
Apr 1, 2026 26w ago | Press Release | $373.10 $428.51 | ▲ +14.85% | ▲ +5.13% | $299.21 (−19.81%) |
Feb 28, 2026 30w ago | Institutional Cluster | $408.84 $346.14 | ▼ −15.34% | ▼ −7.40% | $299.21 (−26.82%) |
US Market Status
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