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

Watsco's (WSO) 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) 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 63.64 Bn 63.46 Bn 1.75 Bn 120.00 Mn
2 Fastenal 53.18 Bn 52.87 Bn 982.90 Mn -52.50 Mn
3 Ferguson Enterprises 45.51 Bn 44.69 Bn 2.32 Bn 92.00 Mn
4 Wesco International 17.33 Bn 16.62 Bn 1.29 Bn 215.20 Mn
5 Watsco 14.65 Bn 14.51 Bn 427.56 Mn 330.43 Mn
6 Qxo 12.24 Bn 9.19 Bn 409.30 Mn 183.90 Mn
7 Applied Industrial Technologies 11.99 Bn 11.82 Bn 380.80 Mn -
8 Core & Main 9.98 Bn 9.84 Bn 428.00 Mn -36.00 Mn
9 Pool 7.00 Bn 6.92 Bn 329.87 Mn 209.70 Mn
10 Msc Industrial Direct 6.54 Bn 6.49 Bn 377.59 Mn 14.43 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