Watsco, Inc. (WSO)

HVAC equipment distributor, 92% U.S. Read October 19, 2026 from the annual report for the period ending December 31, 2025, filed February 27, 2026. Ranked 16 of the 198 Industrials companies read so far, by the share within reach now.

Watsco’s approximately 7,050 employees distribute HVAC/R equipment, parts and supplies from its locations in the U.S., Canada and Mexico, read as one wholesale pattern.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 26% now, 36% at the end of 2027, 39% at the end of 2028, 40% at the end of 2030. By the patterns, the work is about 40% desk work, 21% people work and 38% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 59% of the working time stays with people (conversation, in-person and hands-on work), 27% becomes checking a model's work and 12% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

7,050 employees as of December 31, 2025 (stated). Approximately 8% of employees are in Canada and Mexico, by the filing, so about 92% are in the U.S.

The filing: “As of December 31, 2025, we employed approximately 6,950 full-time and 100 part-time employees (approximately 7,050 total employees), substantially all of whom were non-union employees.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 6,950 full-time and 100 part-time employees, substantially all non-union; about 8% in Canada and Mexico; independent contractors and temporary personnel supplement the workforce and are not counted; U.S. voluntary turnover about 19%; about 4,200 employees are shareholders.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Merchant Wholesalers, Durable Goods (4232, 4233, 4235, 4236, 4237, and 4239 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Ferguson plc (FERG, 35,000 employees)26% now, 39% by 2028
• Arrow Electronics, Inc. (ARW, 22,230 employees)27% now, 43% by 2028
• WESCO International, Inc. (WCC, 21,000 employees)26% now, 39% by 2028
• Reliance Steel & Aluminum Co. (RS, 15,700 employees)26% now, 39% by 2028
• Avnet, Inc. (AVT, 15,040 employees)26% now, 39% by 2028
• QXO, Inc. (QXO, 7,794 employees)26% now, 39% by 2028
• Boise Cascade Company (BCC, 7,680 employees)21% now, 31% by 2028
• Pool Corporation (POOL, 6,000 employees)26% now, 39% by 2028

What the filing says about AI

2 sentences in the filing name AI. The filing names AI twice: technology initiatives such as pricing optimization and e-commerce, and attackers’ use of AI among cyber risks.

• “Specific initiatives include: (i) mobile applications for iOS and Android devices to help customers operate more efficiently and interact with our locations more easily; (ii) e-commerce between our customers and our subsidiaries; (iii) pricing optimization to manage and optimize the vast number of pricing records across the Company, which enables us to react swiftly to changing market condition...”
• “Cyberattacks may be further enhanced in frequency or effectiveness through threat actors' use of artificial intelligence.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20230median 1
• Fiscal 20241median 4
• Fiscal 20252median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Independent contractors and temporary personnel are outside the count (rule 8).
• No count by kind of work; one wholesale pattern by description.

Source: the company's annual report on EDGAR, accession 0001193125-26-082486, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.