What is Watsco's change in AR?

Watsco (WSO) reported change in AR of $45.52M in Q1 2026.

How has Watsco's change in AR changed year-over-year?

Watsco's change in AR increased by 154.3% year-over-year, from -$83.86M to $45.52M.

What does change in AR mean?

The net change in cash owed by customers during the period.

How do you interpret change in AR?

A decrease is generally positive as it indicates faster cash collection, while a large increase may signal collection issues.

How does change in AR compare across companies?

Highly comparable across distribution and retail sectors; reflects industry-standard payment terms.

Watsco WSO Change in AR

Change in AR at other companies

EMCOR GroupEME

$109.44M+40.5%

Comfort Systems USAFIX

$214.73M+545%

Parker-HannifinPH

$399M—

Modine ManufacturingMOD

$166.2M+235%

Generac HoldingsGNRC

$15.1M+131%

Wesco InternationalWCC

$216.1M+14.5%

Other financials

Income statement

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Revenue$1.5B+0.1%

Gross profit$427.6M-0.5%

Operating income$110.2M-1.8%

Net income$79.1M-1.2%

EPS (diluted)$1.87-3.1%

Balance sheet

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Cash & equivalents$392.7M-9.1%

Total debt$496.3M+4.8%

Total equity$2.8B+3.6%

Total assets$4.6B+4.4%

Cash flow

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Operating cash flow-$18.9M+89.4%

CapEx$7.0M-7.7%

Free cash flow-$25.9M+86.0%

Valuation

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Market cap$16.52B-28.1%

Enterprise value$16.62B-27.7%

P/E33.3×-10.1×

P/S2.3×-0.7×

Profitability

See full

Gross margin28%+1.1pp

Operating margin9.9%-0.2pp

Net margin6.8%-0.1pp

Returns & leverage

See full

Return on equity18.3%-2.1pp

Debt / equity0.2×0.0×

Current ratio3.3×+0.1×

Where this comes from

Reported directly by Watsco in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInAccountsReceivable.

The official record: Watsco’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Watsco's change in AR?: Watsco (WSO) reported change in AR of $45.52M in Q1 2026.
How has Watsco's change in AR changed year-over-year?: Watsco's change in AR increased by 154.3% year-over-year, from -$83.86M to $45.52M.
What does change in AR mean?: The net change in cash owed by customers during the period.
How do you interpret change in AR?: A decrease is generally positive as it indicates faster cash collection, while a large increase may signal collection issues.
How does change in AR compare across companies?: Highly comparable across distribution and retail sectors; reflects industry-standard payment terms.