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| Date | Value |
|---|---|
| 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 |