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.

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 Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (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 -
3 Ferguson Enterprises 47.99 Bn 47.17 Bn 2.32 Bn -
4 Wesco International 17.78 Bn 16.97 Bn 1.46 Bn -
5 Applied Industrial Technologies 13.25 Bn 13.08 Bn 380.80 Mn -
6 Watsco 11.97 Bn 11.50 Bn 578.93 Mn 193.90 Mn
7 Core & Main 8.70 Bn 8.55 Bn 520.00 Mn -
8 Pool 7.21 Bn 7.18 Bn 540.76 Mn 1.57 Mn
9 Msc Industrial Direct 6.76 Bn 6.69 Bn 430.41 Mn -
10 Xometry 5.15 Bn 4.63 Bn 87.15 Mn 4.17 Mn

Historic Data

Download Data
DateValue
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