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| 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 |