Company / Shareholders' Equity
Watsco Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$2.8B
FY2025
5-year range
$1.7B / $2.8B
FY2021-FY2025
Trend
+4.7%
vs FY2024
Sector context
#104 of 359
Industrials
What the data says
At $2.8B, Watsco's shareholders' equity ranks #104 of 359 in the Industrials sector. Shareholders' Equity has increased for 9 consecutive years, from $1.0B in FY2016 to $2.8B in FY2025.
Based on SEC 10-K filings.
$2.8B in FY2025 with a 5-year CAGR of +13.3%.
Improved from $2.2B to $2.8B over the past 2 years.
Industrials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +13.8%
- 5-Year CAGR
- +13.3%
- 10-Year CAGR
- -
Sector benchmark
#104 of 359 in IndustrialsTop 29% of 359This company $2.8B Sector average $3.2B
▼
-13.5% below sector average
Key checks
Key Insights
- Watsco's shareholders' equity has grown for 9 consecutive years.
- 5-year CAGR of +13.3%, indicating consistent growth.
- In FY2025, shareholders' equity increased 4.7% year-over-year.
- Ranks #104 out of 359 companies in the Industrials sector.
Company context
Key Data Points
- Altman Z-Score 3.47 (safe zone, above 2.9 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $2.8B | +4.7% |
| FY2024 | $2.7B | +19.2% |
| FY2023 | $2.2B | +18.0% |
| FY2022 | $1.9B | +13.5% |
| FY2021 | $1.7B | +12.0% |
| FY2020 | $1.5B | +3.6% |
| FY2019 | $1.4B | +6.5% |
| FY2018 | $1.3B | +3.8% |
| FY2017 | $1.3B | +29.0% |
| FY2016 | $1.0B | +5.1% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026