GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

WSO · Jun 30, 2026

WATSCO INC. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001193125-26-340204General Corporate

Capex intensity39thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

0.43% · OPTIONAL · VALID

Operating cash generation33thOwn-history percentile · N=18

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

-0.12% · OPTIONAL · VALID

Revenue growth71thOwn-history percentile · N=14

Evidence method

Yoy · gp.fundamentals.revenue

2.06% · CORE · VALID

Inventory pressure67thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.inventory_revenue_ratio

89.81% · OPTIONAL · VALID

Gross margin39thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.gross_margin

27.50% · CORE · VALID

Operating margin50thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.operating_margin

11.32% · CORE · VALID

SBC intensity44thOwn-history percentile · N=18

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

0.41% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History19 statesSelf-history eligible

Period transition

What moved in the state?

Capex Intensity Decreased

Previous: 0.45%
Current: 0.43%
Delta: -0.03%

Cash Generation Increased

Previous: -1.23%
Current: -0.12%
Delta: 1.11%

Growth Increased

Previous: 0.13%
Current: 2.06%
Delta: 1.93%

Inventory Pressure Decreased

Previous: 111.88%
Current: 89.81%
Delta: -22.07%

Margin Decreased

Previous: 27.89%
Current: 27.50%
Delta: -0.39%

Profitability Increased

Previous: 7.19%
Current: 11.32%
Delta: 4.14%

Sbc Intensity Decreased

Previous: 0.53%
Current: 0.41%
Delta: -0.12%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Jun 30, 2024

Similarity: 79%
Compared: 6 dimensions
Coverage: 86%

Margin 8.9 · Profitability 30.0 · Sbc Intensity 4.4 · Capex Intensity 38.9 · Cash Generation 3.3 · Inventory Pressure 6.7

Dec 31, 2023

Similarity: 70%
Compared: 6 dimensions
Coverage: 86%

Margin 1.4 · Profitability 25.0 · Sbc Intensity 30.6 · Capex Intensity 23.6 · Cash Generation 16.7 · Inventory Pressure 54.2

Mar 31, 2026

Similarity: 68%
Compared: 7 dimensions
Coverage: 100%

Growth 33.0 · Margin 14.1 · Profitability 50.0 · Sbc Intensity 49.7 · Capex Intensity 14.1 · Cash Generation 9.8 · Inventory Pressure 27.5

Dec 31, 2024

Similarity: 66%
Compared: 7 dimensions
Coverage: 100%

Growth 3.6 · Margin 13.9 · Profitability 33.3 · Sbc Intensity 38.9 · Capex Intensity 13.9 · Cash Generation 41.7 · Inventory Pressure 58.3

Sep 30, 2025

Similarity: 63%
Compared: 7 dimensions
Coverage: 100%

Growth 62.3 · Margin 14.4 · Profitability 3.3 · Sbc Intensity 28.9 · Capex Intensity 7.8 · Cash Generation 66.7 · Inventory Pressure 6.7

Research Graph

Related governed research

Analogous To · WSO state analogue 3 →Analogous To · WSO state analogue 4 →Analogous To · WSO state analogue 2 →Compared To · SIC 50 family →Analogous To · WSO state analogue 1 →Analogous To · WSO state analogue 5 →Derived From · WSO Company Quality Vector →Has State · WATSCO INC →Transitioned To · WSO Fundamental State →Transitioned To · WSO CAPEX_INTENSITY_DECREASED →Transitioned To · WSO CASH_GENERATION_INCREASED →Transitioned To · WSO GROWTH_INCREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.