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
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