South Bow (SOBO) Inventory (2023 - 2026)

South Bow (SOBO) recorded quarterly Inventory of $192.0 million in Q1 2026, up 92.0% quarter-over-quarter from $100.0 million in Q4 2025, and up 33.33% on a YoY basis from $144.0 million in Q1 2025.

South Bow (SOBO) Inventory (2023 - 2026) Analysis & Trends

South Bow's Inventory history runs 4 years deep, the most recent figure standing at $192.0 million for Q1 2026.

  • In Q1 2026, Inventory rose 33.33% year-over-year to $192.0 million; the TTM figure through Mar 2026 stood at $192.0 million (up 33.33% YoY), while the FY2025 annual figure was $100.0 million, down 51.69% from the prior year.
  • Inventory was $192.0 million for Q1 2026 at South Bow, up from $100.0 million in the prior quarter.
  • In the past five years, Inventory ranged from a high of $207.0 million in Q4 2024 to a low of $100.0 million in Q4 2025.
  • Historically, Inventory has averaged $154.4 million across 4 years, with a median of $151.0 million in 2025.
  • The sharpest annual moves came in 2025 and 2026: Inventory sank 51.69% in 2025, then jumped 33.33% in 2026.
  • A 4-year view of Inventory shows it stood at $160.0 million in 2023, then climbed by 29.38% to $207.0 million in 2024, then plunged by 51.69% to $100.0 million in 2025, then soared by 92.0% to $192.0 million in 2026.
  • The last three Inventory figures came in at $192.0 million (Q1 2026), $100.0 million (Q4 2025), and $127.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inventory (Qtr)
1 Enbridge 88.33 Bn 89.03 Bn 6.70 Bn 1.35 Bn
2 Enterprise Products Partners 80.83 Bn 79.68 Bn - 5.23 Bn
3 Kinder Morgan 69.66 Bn 70.75 Bn 3.08 Bn 593.00 Mn
4 Energy Transfer 65.60 Bn 64.88 Bn 6.62 Bn 4.65 Bn
5 Scorpio Tankers 59.17 Bn 58.19 Bn - 10.90 Mn
6 Mplx 57.43 Bn 55.92 Bn 2.54 Bn 178.00 Mn
7 Targa Resources 56.68 Bn 56.71 Bn 1.70 Bn 334.40 Mn
8 Oneok 55.34 Bn 55.21 Bn 2.57 Bn 1.14 Bn
9 Tc Energy 50.79 Bn 51.99 Bn 2.95 Bn 560.76 Mn
10 South Bow - - 417.00 Mn 192.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 192.00 Mn
Dec 31, 2025 100.00 Mn
Sep 30, 2025 127.00 Mn
Jun 30, 2025 151.00 Mn
Mar 31, 2025 144.00 Mn
Dec 31, 2024 207.00 Mn
Dec 31, 2023 160.00 Mn