Watsco (WSO-B) Change in Inventory (2010 - 2026)

Watsco's (WSO-B) quarterly Change in Inventory came in at $330.4 million in Q1 2026, down 15.27% year-on-year from $390.0 million in Q1 2025, and up 252.67% quarter-over-quarter from -$216.4 million in Q4 2025.

Watsco (WSO-B) Change in Inventory (2010 - 2026) Analysis & Trends

Watsco has disclosed Change in Inventory across 17 years of filings, most recently posting $330.4 million for Q1 2026.

  • Change in Inventory for Q1 2026 came in at $330.4 million, down 15.27% year-over-year; the trailing twelve-month figure through Mar 2026 was -$71.5 million (down 157.47% YoY), and the FY2025 annual result was -$12.0 million, down 128.69% from the prior year.
  • Change in Inventory came in at $330.4 million for Q1 2026 at Watsco, up from -$216.4 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $390.0 million in Q1 2025 to a low of -$348.5 million in Q3 2025.
  • The 5-year median for Change in Inventory is $22.2 million (2024), against an average of $32.7 million.
  • Peak annual rise in Change in Inventory reached 398.37% in 2022, while the deepest fall reached 3018.04% in 2022.
  • Watsco's Change in Inventory stood at -$16.8 million in 2022, then sank by 1140.79% to -$208.4 million in 2023, then grew by 0.88% to -$206.5 million in 2024, then declined by 4.8% to -$216.4 million in 2025, then surged by 252.67% to $330.4 million in 2026.
  • The last three Change in Inventory figures came in at $330.4 million (Q1 2026), -$216.4 million (Q4 2025), and -$348.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 W.W. Grainger 63.34 Bn 63.16 Bn 1.75 Bn 120.00 Mn
2 Fastenal 52.88 Bn 52.58 Bn 982.90 Mn -52.50 Mn
3 Ferguson Enterprises 45.75 Bn 44.93 Bn 2.32 Bn 92.00 Mn
4 Wesco International 17.30 Bn 16.60 Bn 1.29 Bn 215.20 Mn
5 Watsco 14.75 Bn 14.61 Bn 427.56 Mn 330.43 Mn
6 Qxo 12.58 Bn 9.54 Bn 409.30 Mn 183.90 Mn
7 Applied Industrial Technologies 12.04 Bn 11.87 Bn 380.80 Mn -
8 Core & Main 9.00 Bn 8.92 Bn 520.00 Mn 119.00 Mn
9 Pool 7.20 Bn 7.13 Bn 329.87 Mn 209.70 Mn
10 Watsco - - 427.56 Mn 330.43 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 330.43 Mn
Mar 31, 2026 330.43 Mn
Dec 31, 2025 -216.44 Mn
Dec 31, 2025 -216.44 Mn
Sep 30, 2025 -348.48 Mn
Sep 30, 2025 -348.48 Mn
Jun 30, 2025 162.97 Mn
Jun 30, 2025 162.97 Mn
Mar 31, 2025 389.99 Mn
Mar 31, 2025 389.99 Mn
Dec 31, 2024 -206.52 Mn
Dec 31, 2024 -206.52 Mn
Sep 30, 2024 22.22 Mn
Sep 30, 2024 22.22 Mn
Jun 30, 2024 -81.24 Mn
Jun 30, 2024 -81.24 Mn
Mar 31, 2024 307.22 Mn
Mar 31, 2024 307.22 Mn
Dec 31, 2023 -208.37 Mn
Dec 31, 2023 -208.37 Mn