Watsco Expands Sunbelt Footprint with $230M Jackson Supply Acquisition
Event summary
- Watsco completed its acquisition of Jackson Supply Company on June 2, 2026.
- Jackson Supply generated $230M in sales in 2025 and operates 25 locations across 7 Sunbelt states.
- The deal adds ~5,000 contractor customers to Watsco's network in fast-growing HVAC markets.
- Jackson Supply will retain its brand, leadership, and operational independence post-acquisition.
The big picture
This acquisition strengthens Watsco's position as the largest HVAC distributor in North America, targeting high-growth Sunbelt markets. The deal reflects ongoing consolidation in the fragmented HVAC distribution sector, with Watsco leveraging its financial strength to capture market share. The retention of Jackson Supply's brand and leadership suggests a strategic focus on preserving local market expertise while expanding digital capabilities.
What we're watching
- Integration Strategy
- How Watsco balances operational autonomy with cross-platform synergies in the Jackson Supply acquisition.
- Market Consolidation
- Whether this deal accelerates further consolidation in the fragmented $74B North American HVAC/R distribution market.
- Digital Transformation
- The pace at which Jackson Supply adopts Watsco's AI-driven customer experience platforms.
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