Taylor Morrison Home (TMHC) Change in Inventory (2014 - 2026)
Taylor Morrison Home (TMHC) posted Change in Inventory of $127.3 million for Q1 2026, up 148.53% on a QoQ basis from -$262.4 million in Q4 2025, and up 59.28% year-over-year from $79.9 million in Q1 2025.
Analysis
Taylor Morrison Home (TMHC) Change in Inventory (2014 - 2026) Analysis & Trends
Taylor Morrison Home has reported Change in Inventory for 13 years, with the latest figure at $127.3 million in 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 was $127.3 million for Q1 2026 at Taylor Morrison Home, up from -$262.4 million in the prior quarter.
- The five-year high for Change in Inventory was $381.0 million in Q2 2022, with the low at -$559.6 million in Q4 2022.
- Average Change in Inventory over 5 years is $60.4 million, with a median of $79.9 million recorded in 2025.
- The largest YoY upside for Change in Inventory was 805.33% in 2024 against a maximum downside of 704.04% in 2024.
- Over 5 years, Change in Inventory stood at -$559.6 million in 2022, then surged by 98.36% to -$9.2 million in 2023, then tumbled by 704.04% to -$74.0 million in 2024, then sank by 254.64% to -$262.4 million in 2025, then surged 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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 38.17 Bn | 36.03 Bn | 2.15 Bn | 532.90 Mn |
| 2 | Pultegroup | 21.99 Bn | 20.62 Bn | 1.06 Bn | 430.91 Mn |
| 3 | Lennar | 18.75 Bn | 16.57 Bn | 7.69 Bn | 436.85 Mn |
| 4 | Nvr | 16.44 Bn | 15.35 Bn | 485.14 Mn | 296.78 Mn |
| 5 | Toll Brothers | 12.40 Bn | 11.34 Bn | 625.22 Mn | 328.54 Mn |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | 127.34 Mn |
| 7 | Meritage Homes | 4.07 Bn | 3.26 Bn | 254.14 Mn | -98.28 Mn |
| 8 | M | 3.57 Bn | 2.83 Bn | 235.50 Mn | 117.81 Mn |
| 9 | Kb Home | 2.95 Bn | 2.88 Bn | 174.03 Mn | 35.58 Mn |
| 10 | Green Brick Partners | 2.91 Bn | 2.78 Bn | 157.52 Mn | 97.55 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 127.34 Mn |
| Dec 31, 2025 | -262.36 Mn |
| Sep 30, 2025 | -87.35 Mn |
| Jun 30, 2025 | 243.19 Mn |
| Mar 31, 2025 | 79.94 Mn |
| Dec 31, 2024 | -73.98 Mn |
| Sep 30, 2024 | 182.92 Mn |
| Jun 30, 2024 | 324.47 Mn |
| Mar 31, 2024 | 363.92 Mn |
| Dec 31, 2023 | -9.20 Mn |
| Sep 30, 2023 | 257.24 Mn |
| Jun 30, 2023 | -117.87 Mn |
| Mar 31, 2023 | -51.60 Mn |
| Dec 31, 2022 | -559.55 Mn |
| Sep 30, 2022 | -57.50 Mn |
| Jun 30, 2022 | 381.02 Mn |
| Mar 31, 2022 | 286.83 Mn |
| Dec 31, 2021 | -335.68 Mn |
| Sep 30, 2021 | 195.32 Mn |
| Jun 30, 2021 | 126.97 Mn |