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| Date | Value |
|---|---|
| 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 |