Esab (ESAB) Change in Inventory (2021 - 2025)

Esab (ESAB) reported Change in Inventory of -$23.4 million for Q4 2025, down 155.07% year-over-year from $42.4 million in Q4 2024, and down 175.3% quarter-over-quarter from -$8.5 million in Q4 2025.

Esab (ESAB) Change in Inventory (2021 - 2025) Analysis & Trends

Esab (ESAB) has 5 years of Change in Inventory data on file, last reported at -$23.4 million in Q4 2025.

  • Change in Inventory for Q4 2025 came in at -$23.4 million, down 155.07% year-over-year; the trailing twelve-month figure through Dec 2025 was $5.6 million (down 75.24% YoY), and the FY2025 annual result was $5.6 million, down 75.24% from the prior year.
  • Change in Inventory slipped to -$23.4 million in Q4 2025 per ESAB's latest filing, from -$8.5 million in the prior quarter.
  • Over five years, Change in Inventory peaked at $41.9 million in Q2 2022 and troughed at -$44.7 million in Q4 2022.
  • A 5-year average of $6.9 million and a median of $7.5 million in 2021 frame the typical range for Change in Inventory.
  • The sharpest annual moves came in 2022 and 2024: Change in Inventory slumped 474.27% in 2022, then jumped 734.91% in 2024.
  • A 5-year view of Change in Inventory shows it stood at $11.9 million in 2021, then tumbled by 474.27% to -$44.7 million in 2022, then advanced by 23.54% to -$34.2 million in 2023, then surged by 73.2% to -$9.2 million in 2024, then tumbled by 155.07% to -$23.4 million in 2025.
  • Business Quant data shows ESAB's Change in Inventory at -$23.4 million in Q4 2025, -$8.5 million in Q4 2025, and $2.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Carpenter Technology 29.34 Bn 29.04 Bn 251.80 Mn 17.20 Mn
2 Ati 27.51 Bn 27.23 Bn 262.90 Mn 179.00 Mn
3 Mueller Industries 14.99 Bn 13.61 Bn 358.44 Mn 43.94 Mn
4 Commercial Metals 8.04 Bn 7.54 Bn 387.91 Mn -
5 Esab 6.48 Bn 6.34 Bn 257.79 Mn -23.35 Mn
6 Gpgi 3.86 Bn 3.85 Bn - -
7 Worthington Enterprises 2.96 Bn 2.95 Bn 109.47 Mn -11.00 Mn
8 Proto Labs 1.93 Bn 1.79 Bn 63.59 Mn 585,000.00
9 Ryerson Holding 1.17 Bn 1.15 Bn 288.80 Mn 45.30 Mn
10 Mayville Engineering Company 727.03 Mn 724.96 Mn 10.96 Mn 6.73 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 -23.35 Mn
Dec 31, 2025 -23.35 Mn
Oct 3, 2025 -8.48 Mn
Oct 3, 2025 -8.48 Mn
Jul 4, 2025 2.01 Mn
Jul 4, 2025 2.01 Mn
Apr 4, 2025 35.39 Mn
Apr 4, 2025 35.39 Mn
Dec 31, 2024 -9.16 Mn
Dec 31, 2024 -9.16 Mn
Sep 27, 2024 -10.49 Mn
Sep 27, 2024 -10.49 Mn
Jun 28, 2024 26.07 Mn
Jun 28, 2024 26.07 Mn
Mar 29, 2024 16.08 Mn
Mar 29, 2024 16.08 Mn
Dec 31, 2023 -34.17 Mn
Dec 31, 2023 -34.17 Mn
Sep 29, 2023 -8.52 Mn
Sep 29, 2023 -8.52 Mn