Fastenal Company reported Q3 2026 earnings of 35 cents per share, beating consensus by 2.9% and growing 19.8% year-over-year, but net sales of $2.46 billion missed estimates by 1%. The company benefited from contract customer growth (18.8% daily sales increase), pricing actions (240 bps contribution), and operating margin expansion to 21.5%, though gross margin faced pressure from a mix shift toward larger customers. FAST stock declined 6.2% in pre-market trading following the announcement.

Fastenal is expected to report Q3 2026 earnings on October 14 with EPS estimated at 34 cents, representing 17.2% year-over-year growth. August daily sales grew 16.6% to $38.7M, driven by strong manufacturing demand and direct fastener sales. While productivity gains and cost initiatives should support margins, unfavorable customer mix and higher freight costs present headwinds. The Zacks model does not predict an earnings beat.

Watsco reported Q2 2026 results showing 2% revenue growth to $2.1 billion but declining profitability with operating income down 12% and EPS down 12% to $4.00. The company completed the Jackson Supply acquisition adding $230 million in annualized sales across 25 Sunbelt locations. E-commerce sales grew 13% reaching $2.7 billion (37% of total sales), while gross margins contracted due to normalized OEM pricing actions compared to 2025's outsized benefits from inflation and tariffs.

Watsco, Inc. announced it will hold a conference call on July 29, 2026 at 10:00 a.m. EDT to discuss its second quarter 2026 results. The earnings will be released before market open, with prepared remarks followed by a Q&A session with senior management. The call will be webcast and available for replay on the company's website.

The article highlights three dividend stocks with strong growth potential: Watsco, a recession-resistant HVAC distributor with 52 years of consecutive dividend payments and a recent 10% raise; EPR Properties, an experiential REIT offering 6%+ monthly yields backed by improving operations; and Palmer Square Capital BDC, a middle-market lender paying supplemental dividends as portfolio performance strengthens.

Watsco, Inc. declared a regular quarterly cash dividend of $3.30 per share payable July 31, 2026, marking 52 consecutive years of dividend payments. The company maintains a conservative balance sheet while investing in AI-driven initiatives and digital platforms to enhance customer experience and capture market share in the North American HVAC/R distribution market.

Watsco (NYSE:WSO) has completed its acquisition of Jackson Supply Company, a major independent HVAC distributor with $230 million in 2025 sales. Jackson Supply will maintain its name, leadership, and brand identity while joining Watsco's portfolio. The acquisition adds 25 locations and approximately 5,000 contractor customers across the Sunbelt region, strengthening Watsco's position in the estimated $74 billion North American HVAC/R distribution market.

Watsco, Inc. (NYSE:WSO) announced a regular quarterly cash dividend of $3.30 per share, representing a 10% increase to an annual rate of $13.20. The company has paid dividends for 52 consecutive years and attributes the increase to its strong financial position, solid balance sheet, and confidence in its business. Watsco is investing in AI-driven initiatives and digital platforms to enhance customer experience and capture market share in the HVAC/R distribution industry.

Watsco Inc. announced a 10% increase in its annual dividend to $13.20 per share, effective with the April 2026 quarterly payment. The increase reflects the company's confidence in its business prospects, supported by strong cash flow and balance sheet. Watsco has maintained consecutive dividend payments for 52 years and remains the largest HVAC/R distributor in North America.

Watsco, the largest North American HVAC distributor, reported record full-year gross margin of 28.0% and record Q4 operating cash flow of $400 million despite a 5% revenue decline to $7.24 billion. The company successfully reduced inventory by 30% to $1.4 billion after the A2L refrigerant transition and increased its annual dividend by 10% to $13.20 per share. With $780 million in cash and no debt, Watsco is positioned for growth through technology investments and its fragmented market opportunity.

Watsco, Inc. announced it will hold a conference call on February 17, 2026 at 10:00 a.m. ET to discuss its 2025 fourth quarter performance and annual results. The earnings will be released before market open, with prepared remarks followed by a Q&A session with senior management. The company also declared a $3.00 quarterly dividend.

Watsco Inc. (NYSE:WSO) announced a regular quarterly cash dividend of $3.00 per share, payable on January 30, 2026 to shareholders of record as of January 16, 2026. This marks the company's 52nd consecutive year of dividend payments. Watsco, the largest distributor in the North American HVAC/R market, maintains a conservative balance sheet while investing in growth and AI-driven initiatives.