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