Taylor Morrison Home (TMHC) Change in Inventory (2014 - 2026)
Taylor Morrison Home's (TMHC) quarterly Change in Inventory came in at $127.3 million in Q1 2026, up 59.28% year-on-year from $79.9 million in Q1 2025, and up 148.53% quarter-over-quarter from -$262.4 million in Q4 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.
- On a quarterly basis, Change in Inventory rose 59.28% year-over-year to $127.3 million in Q1 2026; TTM through Mar 2026 was $20.8 million, a 95.95% decrease from a year earlier, with the FY2025 full-year figure at -$26.6 million, down 103.33% from the prior year.
- Change in Inventory climbed to $127.3 million in Q1 2026 per TMHC's latest filing, from -$262.4 million in the prior quarter.
- Across five years, Change in Inventory topped out at $381.0 million in Q2 2022 and bottomed at -$559.6 million in Q4 2022.
- The 5-year median for Change in Inventory is $79.9 million (2025), against an average of $60.4 million.
- Biggest YoY gain for Change in Inventory was 805.33% in 2024; the steepest drop was 704.04% in 2024.
- Year by year, Change in Inventory stood at -$559.6 million in 2022, then jumped by 98.36% to -$9.2 million in 2023, then slumped by 704.04% to -$74.0 million in 2024, then plunged by 254.64% to -$262.4 million in 2025, then jumped by 148.53% to $127.3 million in 2026.
- Per Business Quant, the three latest TMHC Change in Inventory figures stand at $127.3 million (Q1 2026), -$262.4 million (Q4 2025), and -$87.4 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 40.90 Bn | 39.56 Bn | 2.15 Bn | 532.90 Mn |
| 2 | Pultegroup | 23.36 Bn | 22.03 Bn | 3.92 Bn | 430.91 Mn |
| 3 | Lennar | 19.77 Bn | 19.63 Bn | 7.69 Bn | 436.85 Mn |
| 4 | Nvr | 17.18 Bn | 15.54 Bn | 1.31 Bn | 214.95 Mn |
| 5 | Toll Brothers | 15.08 Bn | 13.99 Bn | 604.89 Mn | 175.80 Mn |
| 6 | Taylor Morrison Home | 6.96 Bn | 6.31 Bn | 290.64 Mn | 127.34 Mn |
| 7 | Installed Building Products | 5.97 Bn | 5.50 Bn | 212.30 Mn | 2.10 Mn |
| 8 | Meritage Homes | 4.78 Bn | 4.01 Bn | 68.61 Mn | -34.05 Mn |
| 9 | Champion Homes | 4.47 Bn | 3.81 Bn | 172.19 Mn | -11.15 Mn |
| 10 | M | 4.43 Bn | 3.66 Bn | 202.59 Mn | -41.77 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |