Estee Lauder Companies (EL) Change in Inventory (2009 - 2026)

Estee Lauder Companies (EL) recorded quarterly Change in Inventory of $44.0 million in Q1 2026, up 125.43% quarter-over-quarter from -$173.0 million in Q4 2025, and up 153.01% on a YoY basis from $17.4 million in Q1 2025.

Estee Lauder Companies (EL) Change in Inventory (2009 - 2026) Analysis & Trends

Estee Lauder Companies' Change in Inventory history runs 18 years deep, the most recent figure standing at $44.0 million for Q1 2026.

  • In Q1 2026, Change in Inventory rose 153.01% year-over-year to $44.0 million; the TTM figure through Mar 2026 stood at -$104.0 million (up 68.29% YoY), while the FY2025 annual figure was -$184.0 million, up 75.98% from the prior year.
  • Change in Inventory was $44.0 million for Q1 2026 at Estee Lauder Companies, up from -$173.0 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $234.0 million in Q1 2022 to a low of -$343.0 million in Q4 2023.
  • Historically, Change in Inventory has averaged -$34.3 million across 5 years, with a median of -$62.0 million in 2023.
  • The sharpest annual moves came in 2022 and 2024: Change in Inventory jumped 333.33% in 2022, then tumbled 12300.0% in 2024.
  • A 5-year view of Change in Inventory shows it stood at -$73.0 million in 2022, then tumbled by 369.86% to -$343.0 million in 2023, then jumped by 58.6% to -$142.0 million in 2024, then decreased by 21.83% to -$173.0 million in 2025, then jumped by 125.43% to $44.0 million in 2026.
  • The last three Change in Inventory figures came in at $44.0 million (Q1 2026), -$173.0 million (Q4 2025), and -$6.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change Inventory (Qtr)
1 Tantech Holdings 611.49 Bn 611.46 Bn - -
2 Procter & Gamble 338.86 Bn 326.78 Bn 10.51 Bn 91.00 Mn
3 Unilever 142.58 Bn 132.10 Bn - -1.08 Bn
4 Colgate Palmolive 69.08 Bn 68.08 Bn 3.23 Bn 41.00 Mn
5 Kenvue 33.68 Bn 33.57 Bn 2.30 Bn 19.00 Mn
6 Kimberly Clark 32.46 Bn 32.04 Bn 1.53 Bn -
7 Estee Lauder Companies 30.67 Bn 27.54 Bn 2.84 Bn 44.00 Mn
8 Church & Dwight 22.55 Bn 22.05 Bn 681.40 Mn 45.10 Mn
9 Clorox 11.54 Bn 10.51 Bn 722.00 Mn -19.00 Mn
10 e.l.f. Beauty 3.05 Bn 2.76 Bn 326.45 Mn 78,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 44.00 Mn
Mar 31, 2026 44.00 Mn
Dec 31, 2025 -173.00 Mn
Dec 31, 2025 -173.00 Mn
Sep 30, 2025 -6.00 Mn
Sep 30, 2025 -6.00 Mn
Jun 30, 2025 31.00 Mn
Jun 30, 2025 31.00 Mn
Mar 31, 2025 -83.00 Mn
Mar 31, 2025 -83.00 Mn
Dec 31, 2024 -142.00 Mn
Dec 31, 2024 -142.00 Mn
Sep 30, 2024 10.00 Mn
Sep 30, 2024 10.00 Mn
Jun 30, 2024 -113.00 Mn
Jun 30, 2024 -113.00 Mn
Mar 31, 2024 -248.00 Mn
Mar 31, 2024 -248.00 Mn
Dec 31, 2023 -343.00 Mn
Dec 31, 2023 -343.00 Mn