Taylor Morrison Home (TMHC) Change in Inventory (2014 - 2026)

Taylor Morrison Home (TMHC) recorded quarterly Change in Inventory of $127.3 million in Q1 2026, up 148.53% quarter-over-quarter from -$262.4 million in Q4 2025, and up 59.28% on a YoY basis from $79.9 million in Q1 2025.

Taylor Morrison Home (TMHC) Change in Inventory (2014 - 2026) Analysis & Trends

Taylor Morrison Home's Change in Inventory history runs 13 years deep, the most recent figure standing at $127.3 million for Q1 2026.

  • In Q1 2026, Change in Inventory rose 59.28% year-over-year to $127.3 million; the TTM figure through Mar 2026 stood at $20.8 million (down 95.95% YoY), while the FY2025 annual figure was -$26.6 million, down 103.33% from the prior year.
  • Change in Inventory was $127.3 million for Q1 2026 at Taylor Morrison Home, up from -$262.4 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $381.0 million in Q2 2022 to a low of -$559.6 million in Q4 2022.
  • Historically, Change in Inventory has averaged $60.4 million across 5 years, with a median of $79.9 million in 2025.
  • Biggest YoY gain for Change in Inventory was 805.33% in 2024; the steepest drop was 704.04% in 2024.
  • A 5-year view of Change in Inventory shows it stood at -$559.6 million in 2022, then jumped by 98.36% to -$9.2 million in 2023, then plunged by 704.04% to -$74.0 million in 2024, then slumped by 254.64% to -$262.4 million in 2025, then jumped by 148.53% to $127.3 million in 2026.
  • The last three Change in Inventory figures came in at $127.3 million (Q1 2026), -$262.4 million (Q4 2025), and -$87.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Horton D R 43.54 Bn 42.20 Bn 1.70 Bn 1.28 Bn
2 Pultegroup 23.57 Bn 21.76 Bn 881.27 Mn 376.39 Mn
3 Lennar 22.65 Bn 20.45 Bn 6.36 Bn 652.02 Mn
4 Nvr 17.80 Bn 16.15 Bn 1.31 Bn 214.95 Mn
5 Toll Brothers 13.73 Bn 12.64 Bn 604.89 Mn 175.80 Mn
6 Taylor Morrison Home 6.88 Bn 6.88 Bn 290.64 Mn 127.34 Mn
7 Installed Building Products 5.53 Bn 5.05 Bn 212.30 Mn 2.10 Mn
8 Meritage Homes 4.85 Bn 4.09 Bn -269,000.00 -34.05 Mn
9 Cavco Industries 4.56 Bn 4.52 Bn 135.92 Mn -15.74 Mn
10 Champion Homes 4.39 Bn 3.74 Bn 172.19 Mn -11.15 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 127.34 Mn
Mar 31, 2026 127.34 Mn
Dec 31, 2025 -262.36 Mn
Dec 31, 2025 -262.36 Mn
Sep 30, 2025 -87.35 Mn
Sep 30, 2025 -87.35 Mn
Jun 30, 2025 243.19 Mn
Jun 30, 2025 243.19 Mn
Mar 31, 2025 79.94 Mn
Mar 31, 2025 79.94 Mn
Dec 31, 2024 -73.98 Mn
Dec 31, 2024 -73.98 Mn
Sep 30, 2024 182.92 Mn
Sep 30, 2024 182.92 Mn
Jun 30, 2024 324.47 Mn
Jun 30, 2024 324.47 Mn
Mar 31, 2024 363.92 Mn
Mar 31, 2024 363.92 Mn
Dec 31, 2023 -9.20 Mn
Dec 31, 2023 -9.20 Mn