Travel & Leisure (TNL) Change in Inventory (2009 - 2026)

Travel & Leisure (TNL) recorded quarterly Change in Inventory of $78.0 million in Q1 2026, up 188.89% quarter-over-quarter from $27.0 million in Q4 2025, and up 1400.0% on a YoY basis from $5.2 million in Q1 2025.

Travel & Leisure (TNL) Change in Inventory (2009 - 2026) Analysis & Trends

Travel & Leisure's Change in Inventory history runs 18 years deep, the most recent figure standing at $78.0 million for Q1 2026.

  • In Q1 2026, Change in Inventory rose 1400.0% year-over-year to $78.0 million; the TTM figure through Mar 2026 stood at $152.0 million (up 1800.0% YoY), while the FY2025 annual figure was $68.0 million, up 325.0% from the prior year.
  • Change in Inventory was $78.0 million for Q1 2026 at Travel & Leisure, up from $27.0 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $78.0 million in Q1 2026 to a low of -$41.0 million in Q4 2022.
  • Historically, Change in Inventory has averaged $6.6 million across 5 years, with a median of $2.0 million in 2022.
  • The sharpest annual moves came in 2022 and 2026: Change in Inventory plunged 412.5% in 2022, then surged 1400.0% in 2026.
  • A 5-year view of Change in Inventory shows it stood at -$41.0 million in 2022, then surged by 80.49% to -$8.0 million in 2023, then surged by 300.0% to $16.0 million in 2024, then surged by 68.75% to $27.0 million in 2025, then soared by 188.89% to $78.0 million in 2026.
  • The last three Change in Inventory figures came in at $78.0 million (Q1 2026), $27.0 million (Q4 2025), and $25.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Booking Holdings 131.01 Bn 114.99 Bn 3.46 Bn -
2 Airbnb 79.86 Bn 67.85 Bn 2.10 Bn -
3 Royal Caribbean Cruises 75.60 Bn 75.08 Bn 2.21 Bn 7.00 Mn
4 Carnival 37.80 Bn 36.39 Bn - 3.00 Mn
5 Expedia 27.88 Bn 22.09 Bn 3.05 Bn -
6 Norwegian Cruise Line Holdings 8.56 Bn 8.38 Bn 953.34 Mn 27.65 Mn
7 Global Business Travel 4.79 Bn 4.35 Bn 714.00 Mn -
8 Travel & Leisure 4.51 Bn 4.25 Bn 926.00 Mn 78.00 Mn
9 Trip.com 4.42 Bn -788.25 Mn 1.74 Bn -
10 MakeMyTrip 2.12 Bn 1.35 Bn - -

Historic Data

Download Data
DateValue
Mar 31, 2026 78.00 Mn
Mar 31, 2026 78.00 Mn
Dec 31, 2025 27.00 Mn
Dec 31, 2025 27.00 Mn
Sep 30, 2025 25.00 Mn
Sep 30, 2025 25.00 Mn
Jun 30, 2025 22.00 Mn
Jun 30, 2025 22.00 Mn
Mar 31, 2025 -6.00 Mn
Mar 31, 2025 -6.00 Mn
Dec 31, 2024 16.00 Mn
Dec 31, 2024 16.00 Mn
Sep 30, 2024 -2.00 Mn
Sep 30, 2024 -2.00 Mn
Mar 31, 2024 2.00 Mn
Mar 31, 2024 2.00 Mn
Dec 31, 2023 -8.00 Mn
Dec 31, 2023 -8.00 Mn
Sep 30, 2023 -6.00 Mn
Sep 30, 2023 -6.00 Mn