Core & Main (CNM) Change in Inventory (2020 - 2026)

Core & Main (CNM) posted quarterly Change in Inventory of $119.0 million for Q2 2026, down 26.99% year-over-year from $163.0 million in Q2 2025, and up 430.56% quarter-over-quarter from -$36.0 million in Q1 2026.

Core & Main (CNM) Change in Inventory (2020 - 2026) Analysis & Trends

Core & Main's Change in Inventory history runs 7 years deep, the most recent figure standing at $119.0 million for Q2 2026.

  • In Q2 2026, Change in Inventory fell 26.99% year-over-year to $119.0 million; the TTM figure through May 2026 stood at $26.0 million (down 72.63% YoY), while the FY2026 annual figure was $70.0 million, up 94.44% from the prior year.
  • Change in Inventory for Q2 2026 stood at $119.0 million, up from -$36.0 million in the prior quarter.
  • The five-year high for Change in Inventory was $207.0 million in Q2 2022, with the low at -$150.0 million in Q3 2023.
  • The 5-year median for Change in Inventory is -$31.5 million (2023), against an average of $10.1 million.
  • The sharpest annual moves came in 2022 and 2025: Change in Inventory soared 2028.57% in 2022, then slumped 1200.0% in 2025.
  • Core & Main's Change in Inventory stood at -$43.0 million in 2022, then sank by 65.12% to -$71.0 million in 2023, then surged by 60.56% to -$28.0 million in 2024, then sank by 64.29% to -$46.0 million in 2025, then surged by 358.7% to $119.0 million in 2026.
  • Business Quant data shows CNM's Change in Inventory at $119.0 million in Q2 2026, -$36.0 million in Q1 2026, and -$46.0 million in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (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 44.80 Mn
3 Ferguson Enterprises 47.99 Bn 47.17 Bn 2.32 Bn 92.00 Mn
4 Wesco International 17.78 Bn 16.97 Bn 1.46 Bn 217.20 Mn
5 Applied Industrial Technologies 13.25 Bn 13.08 Bn 380.80 Mn -
6 Watsco 11.97 Bn 11.50 Bn 578.93 Mn 113.54 Mn
7 Core & Main 8.70 Bn 8.55 Bn 520.00 Mn 119.00 Mn
8 Pool 7.21 Bn 7.18 Bn 540.76 Mn -282.15 Mn
9 Msc Industrial Direct 6.76 Bn 6.69 Bn 430.41 Mn 7.29 Mn
10 Xometry 5.15 Bn 4.63 Bn 87.15 Mn 296,000.00

Historic Data

Download Data
DateValue
May 3, 2026 119.00 Mn
May 3, 2026 119.00 Mn
Feb 1, 2026 -36.00 Mn
Feb 1, 2026 -36.00 Mn
Nov 2, 2025 -46.00 Mn
Nov 2, 2025 -46.00 Mn
Aug 3, 2025 -11.00 Mn
Aug 3, 2025 -11.00 Mn
May 4, 2025 163.00 Mn
May 4, 2025 163.00 Mn
Feb 2, 2025 -41.00 Mn
Feb 2, 2025 -41.00 Mn
Oct 27, 2024 -28.00 Mn
Oct 27, 2024 -28.00 Mn
Jul 28, 2024 1.00 Mn
Jul 28, 2024 1.00 Mn
Apr 28, 2024 104.00 Mn
Apr 28, 2024 104.00 Mn
Jan 28, 2024 -72.00 Mn
Jan 28, 2024 -72.00 Mn