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% on a QoQ basis from -$8.5 million in Q4 2025.
Esab (ESAB) has 5 years of Change in Inventory data on file, last reported at -$23.4 million in Q4 2025.
- Quarterly Change in Inventory fell 155.07% year-over-year to -$23.4 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $5.6 million (down 75.24% YoY) and the FY2025 annual result came in at $5.6 million, down 75.24% from the prior year.
- Change in Inventory eased to -$23.4 million in Q4 2025 per ESAB's latest filing, from -$8.5 million in the prior quarter.
- Across five years, Change in Inventory topped out at $41.9 million in Q2 2022 and bottomed at -$44.7 million in Q4 2022.
- The 5-year median for Change in Inventory is $7.5 million (2021), against an average of $6.9 million.
- The widest annual swing landed in 2022, when Change in Inventory plunged 474.27%; it then surged 734.91% in 2024.
- Tracing ESAB's Change in Inventory over 5 years: stood at $11.9 million in 2021, then sank by 474.27% to -$44.7 million in 2022, then rose by 23.54% to -$34.2 million in 2023, then soared by 73.2% to -$9.2 million in 2024, then sank by 155.07% to -$23.4 million in 2025.
- Per Business Quant, the three latest ESAB Change in Inventory figures stand at -$23.4 million (Q4 2025), -$8.5 million (Q4 2025), and $2.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Ati | 22.19 Bn | 21.90 Bn | 262.90 Mn | 179.00 Mn |
| 2 | Carpenter Technology | 21.71 Bn | 21.41 Bn | 251.80 Mn | 17.20 Mn |
| 3 | Mueller Industries | 14.55 Bn | 13.18 Bn | 358.44 Mn | 43.94 Mn |
| 4 | Esab | 5.57 Bn | 5.43 Bn | 257.79 Mn | -23.35 Mn |
| 5 | Worthington Enterprises | 2.71 Bn | 2.70 Bn | 109.47 Mn | -11.00 Mn |
| 6 | Proto Labs | 1.70 Bn | 1.56 Bn | 63.59 Mn | 585,000.00 |
| 7 | Mayville Engineering Company | 520.33 Mn | 518.26 Mn | 10.96 Mn | 6.73 Mn |
| 8 | Insteel Industries | 517.83 Mn | 502.74 Mn | 16.49 Mn | -13.31 Mn |
| 9 | Tredegar | 271.32 Mn | 255.71 Mn | 28.99 Mn | 19.11 Mn |
| 10 | Techprecision | 38.93 Mn | 38.86 Mn | 381,000.00 | -799,000.00 |
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 |
| Jun 30, 2023 | 3.12 Mn |
| Jun 30, 2023 | 3.12 Mn |
| Mar 31, 2023 | 21.61 Mn |
| Mar 31, 2023 | 21.61 Mn |
| Dec 31, 2022 | -44.69 Mn |
| Dec 31, 2022 | -44.69 Mn |
| Sep 30, 2022 | -11.23 Mn |
| Sep 30, 2022 | -11.23 Mn |
| Jul 1, 2022 | 24.06 Mn |
| Jul 1, 2022 | 24.06 Mn |
| Apr 1, 2022 | 41.93 Mn |
| Apr 1, 2022 | 41.93 Mn |
| Dec 31, 2021 | 11.94 Mn |
| Dec 31, 2021 | 11.94 Mn |
| Oct 1, 2021 | 39.13 Mn |
| Oct 1, 2021 | 39.13 Mn |
| Jul 2, 2021 | 36.90 Mn |
| Jul 2, 2021 | 36.90 Mn |
| Apr 2, 2021 | 29.37 Mn |
| Apr 2, 2021 | 29.37 Mn |