Watsco (WSO) Long-Term Investments (2018 - 2026)
Watsco (WSO) posted Long-Term Investments of $190.7 million for Q1 2026, up 2.96% sequentially from $185.2 million in Q4 2025, and up 9.76% YoY from $173.8 million in Q1 2025.
Analysis
Watsco (WSO) Long-Term Investments (2018 - 2026) Analysis & Trends
Watsco has reported Long-Term Investments for 9 years, with the latest figure at $190.7 million in Q1 2026.
- Quarterly Long-Term Investments rose 9.76% year-over-year to $190.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $190.7 million (up 9.76% YoY) and the FY2025 annual result came in at $185.2 million, up 9.86% from the prior year.
- Long-Term Investments climbed to $190.7 million in Q1 2026 per WSO's latest filing, from $185.2 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $190.7 million in Q1 2026 and troughed at $118.9 million in Q1 2022.
- A 5-year average of $154.0 million and a median of $151.7 million in 2024 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2023 and 2024: Long-Term Investments increased 7.99% in 2023, then rose 17.75% in 2024.
- Over 5 years, Long-Term Investments stood at $132.8 million in 2022, then increased by 10.12% to $146.2 million in 2023, then increased by 15.3% to $168.6 million in 2024, then rose by 9.86% to $185.2 million in 2025, then grew by 2.96% to $190.7 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $190.7 million, $185.2 million, and $187.4 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | W.W. Grainger | 60.95 Bn | 60.36 Bn | 1.98 Bn | - |
| 2 | Fastenal | 55.17 Bn | 54.96 Bn | 1.06 Bn | - |
| 3 | Ferguson Enterprises | 43.42 Bn | 42.60 Bn | 2.32 Bn | - |
| 4 | Wesco International | 16.35 Bn | 15.54 Bn | 1.46 Bn | - |
| 5 | Applied Industrial Technologies | 11.97 Bn | 11.84 Bn | 411.22 Mn | - |
| 6 | Watsco | 11.87 Bn | 11.41 Bn | 578.93 Mn | 193.90 Mn |
| 7 | Core & Main | 7.91 Bn | 7.83 Bn | 520.00 Mn | - |
| 8 | Pool | 6.62 Bn | 6.58 Bn | 540.76 Mn | 1.57 Mn |
| 9 | Msc Industrial Direct | 6.54 Bn | 6.47 Bn | 430.41 Mn | - |
| 10 | Xometry | 5.08 Bn | 4.56 Bn | 87.15 Mn | 4.17 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 193.90 Mn |
| Mar 31, 2026 | 190.71 Mn |
| Dec 31, 2025 | 185.23 Mn |
| Sep 30, 2025 | 187.36 Mn |
| Jun 30, 2025 | 177.86 Mn |
| Mar 31, 2025 | 173.76 Mn |
| Dec 31, 2024 | 168.61 Mn |
| Sep 30, 2024 | 162.02 Mn |
| Jun 30, 2024 | 156.89 Mn |
| Mar 31, 2024 | 151.70 Mn |
| Dec 31, 2023 | 146.24 Mn |
| Sep 30, 2023 | 137.60 Mn |
| Jun 30, 2023 | 141.08 Mn |
| Mar 31, 2023 | 136.44 Mn |
| Dec 31, 2022 | 132.80 Mn |
| Sep 30, 2022 | 127.42 Mn |
| Jun 30, 2022 | 122.83 Mn |
| Mar 31, 2022 | 118.85 Mn |
| Dec 31, 2021 | 114.81 Mn |
| Sep 30, 2021 | 111.78 Mn |