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| Date | Value |
|---|---|
| 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 |