Toll Brothers (TOL) Change in Inventory (2009 - 2026)
Toll Brothers (TOL) posted Change in Inventory of $175.8 million for Q2 2026, down 55.62% sequentially from $396.1 million in Q1 2026, and up 157.01% YoY from $68.4 million in Q2 2025.
Toll Brothers (TOL) Change in Inventory (2009 - 2026) Analysis & Trends
Toll Brothers has reported Change in Inventory for 18 years, with the latest figure at $175.8 million in Q2 2026.
- Quarterly Change in Inventory rose 157.01% year-over-year to $175.8 million in Q2 2026, while the trailing twelve-month figure through Apr 2026 was $192.4 million (down 75.85% YoY) and the FY2025 annual result came in at $521.2 million, down 9.48% from the prior year.
- Change in Inventory fell to $175.8 million in Q2 2026 per TOL's latest filing, from $396.1 million in the prior quarter.
- Over five years, Change in Inventory peaked at $832.2 million in Q1 2025 and troughed at -$669.2 million in Q4 2022.
- A 5-year average of $128.3 million and a median of $178.0 million in 2024 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2022 and 2024: Change in Inventory surged 689.14% in 2022, then plunged 163.26% in 2024.
- Over 5 years, Change in Inventory stood at -$669.2 million in 2022, then surged by 78.64% to -$142.9 million in 2023, then plunged by 163.26% to -$376.3 million in 2024, then dropped by 1.41% to -$381.6 million in 2025, then soared by 146.07% to $175.8 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $175.8 million, $396.1 million, and -$381.6 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 41.98 Bn | 39.85 Bn | 2.15 Bn | 532.90 Mn |
| 2 | Pultegroup | 24.45 Bn | 23.08 Bn | 1.06 Bn | 430.91 Mn |
| 3 | Lennar | 20.97 Bn | 18.79 Bn | 7.69 Bn | 436.85 Mn |
| 4 | Nvr | 17.21 Bn | 16.12 Bn | 485.14 Mn | 296.78 Mn |
| 5 | Toll Brothers | 14.01 Bn | 12.90 Bn | 604.89 Mn | 175.80 Mn |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | 127.34 Mn |
| 7 | Installed Building Products | 6.61 Bn | 6.21 Bn | 258.90 Mn | 17.40 Mn |
| 8 | Champion Homes | 5.07 Bn | 4.43 Bn | - | - |
| 9 | Meritage Homes | 4.73 Bn | 3.93 Bn | 254.14 Mn | -98.28 Mn |
| 10 | Cavco Industries | 4.55 Bn | 4.29 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Apr 30, 2026 | 175.80 Mn |
| Apr 30, 2026 | 175.80 Mn |
| Jan 31, 2026 | 396.10 Mn |
| Jan 31, 2026 | 396.10 Mn |
| Oct 31, 2025 | -381.62 Mn |
| Oct 31, 2025 | -381.62 Mn |
| Jul 31, 2025 | 2.17 Mn |
| Jul 31, 2025 | 2.17 Mn |
| Apr 30, 2025 | 68.40 Mn |
| Apr 30, 2025 | 68.40 Mn |
| Jan 31, 2025 | 832.23 Mn |
| Jan 31, 2025 | 832.23 Mn |
| Oct 31, 2024 | -376.31 Mn |
| Oct 31, 2024 | -376.31 Mn |
| Jul 31, 2024 | 272.71 Mn |
| Jul 31, 2024 | 272.71 Mn |
| Apr 30, 2024 | 180.29 Mn |
| Apr 30, 2024 | 180.29 Mn |
| Jan 31, 2024 | 499.05 Mn |
| Jan 31, 2024 | 499.05 Mn |