Cost of Revenue: Key Insights for Equifax Inc. and Watsco, Inc.

Analyzing Cost of Revenue Trends for Equifax Inc. and Watsco, Inc.

In the past decade, Equifax Inc. and Watsco, Inc. have shown significant shifts in their cost of revenue, reflecting broader economic trends and company-specific strategies. From 2014 to 2023, Equifax's cost of revenue increased by approximately 176%, starting at $844 million and reaching $2.34 billion. This growth highlights Equifax's expanding operations and investments in data security and analytics.

Meanwhile, Watsco, Inc., a leader in HVAC distribution, saw its cost of revenue rise by 77% over the same period, from $2.99 billion to $5.29 billion. This increase underscores Watsco's strategic expansion and adaptation to rising material costs and supply chain challenges.

These trends offer a window into how these companies navigate financial pressures and opportunities, providing valuable insights for investors and industry analysts alike.