Watsco (WSO) Invested Capital (2009 - 2026)
Watsco (WSO) posted Invested Capital of $117.7 million for Q1 2026, up 639.78% sequentially from $15.9 million in Q4 2025, and up 3.88% YoY from $113.3 million in Q1 2025.
Analysis
Watsco (WSO) Invested Capital (2009 - 2026) Analysis & Trends
Watsco has reported Invested Capital for 18 years, with the latest figure at $117.7 million in Q1 2026.
- Quarterly Invested Capital rose 3.88% year-over-year to $117.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $365.7 million (up 5.44% YoY) and the FY2025 annual result came in at $15.9 million, down 26.91% from the prior year.
- Invested Capital climbed to $117.7 million in Q1 2026 per WSO's latest filing, from $15.9 million in the prior quarter.
- Over five years, Invested Capital peaked at $117.7 million in Q1 2026 and troughed at $14.9 million in Q4 2022.
- A 5-year average of $79.4 million and a median of $96.1 million in 2022 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2024 and 2025: Invested Capital grew 28.88% in 2024, then declined 26.91% in 2025.
- Over 5 years, Invested Capital stood at $14.9 million in 2022, then increased by 13.64% to $16.9 million in 2023, then grew by 28.88% to $21.8 million in 2024, then slipped by 26.91% to $15.9 million in 2025, then soared by 639.78% to $117.7 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $117.7 million, $15.9 million, and $116.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | W.W. Grainger | 60.76 Bn | 60.17 Bn | 1.98 Bn | 2.00 Mn |
| 2 | Fastenal | 55.17 Bn | 54.97 Bn | 1.06 Bn | 70.00 Mn |
| 3 | Ferguson Enterprises | 43.00 Bn | 42.18 Bn | 2.32 Bn | 148.00 Mn |
| 4 | Wesco International | 16.30 Bn | 15.49 Bn | 1.46 Bn | 25.00 Mn |
| 5 | Applied Industrial Technologies | 11.95 Bn | 11.82 Bn | 411.22 Mn | - |
| 6 | Watsco | 11.80 Bn | 11.33 Bn | 578.93 Mn | 119.72 Mn |
| 7 | Core & Main | 8.27 Bn | 8.12 Bn | 520.00 Mn | 24.00 Mn |
| 8 | Pool | 6.62 Bn | 6.58 Bn | 540.76 Mn | 13.44 Mn |
| 9 | Msc Industrial Direct | 6.52 Bn | 6.45 Bn | 430.41 Mn | 506.77 Mn |
| 10 | Xometry | 5.01 Bn | 4.49 Bn | 87.15 Mn | 85.48 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 119.72 Mn |
| Mar 31, 2026 | 117.71 Mn |
| Dec 31, 2025 | 15.91 Mn |
| Sep 30, 2025 | 116.70 Mn |
| Jun 30, 2025 | 115.42 Mn |
| Mar 31, 2025 | 113.32 Mn |
| Dec 31, 2024 | 21.77 Mn |
| Sep 30, 2024 | 107.37 Mn |
| Jun 30, 2024 | 104.41 Mn |
| Mar 31, 2024 | 102.90 Mn |
| Dec 31, 2023 | 16.89 Mn |
| Sep 30, 2023 | 98.51 Mn |
| Jun 30, 2023 | 93.10 Mn |
| Mar 31, 2023 | 92.54 Mn |
| Dec 31, 2022 | 14.87 Mn |
| Sep 30, 2022 | 89.24 Mn |
| Jun 30, 2022 | 88.60 Mn |
| Mar 31, 2022 | 86.81 Mn |
| Dec 31, 2021 | 11.76 Mn |
| Sep 30, 2021 | 82.71 Mn |