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.

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 Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 W.W. Grainger 62.04 Bn 61.46 Bn 1.98 Bn -
2 Fastenal 59.03 Bn 58.83 Bn 1.06 Bn 44.80 Mn
3 Ferguson Enterprises 47.99 Bn 47.17 Bn 2.32 Bn 92.00 Mn
4 Wesco International 17.78 Bn 16.97 Bn 1.46 Bn 217.20 Mn
5 Applied Industrial Technologies 13.25 Bn 13.08 Bn 380.80 Mn -
6 Watsco 11.97 Bn 11.50 Bn 578.93 Mn 113.54 Mn
7 Core & Main 8.70 Bn 8.55 Bn 520.00 Mn 119.00 Mn
8 Pool 7.21 Bn 7.18 Bn 540.76 Mn -282.15 Mn
9 Msc Industrial Direct 6.76 Bn 6.69 Bn 430.41 Mn 7.29 Mn
10 Xometry 5.15 Bn 4.63 Bn 87.15 Mn 296,000.00

Historic Data

Download Data
DateValue
Jun 30, 2026 113.54 Mn
Jun 30, 2026 113.54 Mn
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