Watsco (WSO) Change in Inventory (2010 - 2026)
Watsco (WSO) posted Change in Inventory of $330.4 million for Q1 2026, up 252.67% sequentially from -$216.4 million in Q4 2025, and down 15.27% YoY from $390.0 million in Q1 2025.
Analysis
Watsco (WSO) Change in Inventory (2010 - 2026) Analysis & Trends
Watsco has reported Change in Inventory for 17 years, with the latest figure at $330.4 million in Q1 2026.
- Quarterly Change in Inventory fell 15.27% year-over-year to $330.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$71.5 million (down 157.47% YoY) and the FY2025 annual result came in at -$12.0 million, down 128.69% from the prior year.
- Change in Inventory advanced to $330.4 million in Q1 2026 per WSO's latest filing, from -$216.4 million in the prior quarter.
- Over five years, Change in Inventory peaked at $390.0 million in Q1 2025 and troughed at -$348.5 million in Q3 2025.
- A 5-year average of $32.7 million and a median of $22.2 million in 2024 frame the typical range for Change in Inventory.
- The widest YoY moves for Change in Inventory: up 398.37% in 2022, down 3018.04% in 2022.
- Over 5 years, Change in Inventory stood at -$16.8 million in 2022, then sank by 1140.79% to -$208.4 million in 2023, then rose by 0.88% to -$206.5 million in 2024, then retreated by 4.8% to -$216.4 million in 2025, then jumped by 252.67% to $330.4 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $330.4 million, -$216.4 million, and -$348.5 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | W.W. Grainger | 61.11 Bn | 60.52 Bn | 1.98 Bn | - |
| 2 | Fastenal | 55.42 Bn | 55.22 Bn | 1.06 Bn | 44.80 Mn |
| 3 | Ferguson Enterprises | 43.10 Bn | 42.28 Bn | 2.32 Bn | 92.00 Mn |
| 4 | Wesco International | 16.37 Bn | 15.57 Bn | 1.46 Bn | 217.20 Mn |
| 5 | Watsco | 11.87 Bn | 11.40 Bn | 578.93 Mn | 113.54 Mn |
| 6 | Applied Industrial Technologies | 11.84 Bn | 11.71 Bn | 411.22 Mn | - |
| 7 | Core & Main | 8.31 Bn | 8.16 Bn | 520.00 Mn | 119.00 Mn |
| 8 | Pool | 6.57 Bn | 6.53 Bn | 540.76 Mn | -282.15 Mn |
| 9 | Msc Industrial Direct | 6.53 Bn | 6.45 Bn | 430.41 Mn | 7.29 Mn |
| 10 | Xometry | 4.99 Bn | 4.47 Bn | 87.15 Mn | 296,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 113.54 Mn |
| Mar 31, 2026 | 330.43 Mn |
| Dec 31, 2025 | -216.44 Mn |
| Sep 30, 2025 | -348.48 Mn |
| Jun 30, 2025 | 162.97 Mn |
| Mar 31, 2025 | 389.99 Mn |
| Dec 31, 2024 | -206.52 Mn |
| Sep 30, 2024 | 22.22 Mn |
| Jun 30, 2024 | -81.24 Mn |
| Mar 31, 2024 | 307.22 Mn |
| Dec 31, 2023 | -208.37 Mn |
| Sep 30, 2023 | -169.89 Mn |
| Jun 30, 2023 | 72.88 Mn |
| Mar 31, 2023 | 240.76 Mn |
| Dec 31, 2022 | -16.79 Mn |
| Sep 30, 2022 | -89.71 Mn |
| Jun 30, 2022 | 92.66 Mn |
| Mar 31, 2022 | 273.70 Mn |
| Dec 31, 2021 | 73.00 Mn |
| Sep 30, 2021 | -2.88 Mn |