Toast (TOST) Change in Inventory (2020 - 2026)

Toast's (TOST) quarterly Change in Inventory came in at $22.0 million in Q1 2026, up 414.29% year-on-year from $4.3 million in Q1 2025, and up 120.0% on a QoQ basis from $10.0 million in Q4 2025.

Toast (TOST) Change in Inventory (2020 - 2026) Analysis & Trends

Toast (TOST) has 7 years of Change in Inventory data on file, last reported at $22.0 million in Q1 2026.

  • On a quarterly basis, Change in Inventory rose 414.29% year-over-year to $22.0 million in Q1 2026; TTM through Mar 2026 was $25.0 million, a 377.78% increase from a year earlier, with the FY2025 full-year figure at -$4.0 million, changed N/A from the prior year.
  • Change in Inventory for Q1 2026 stood at $22.0 million, up from $10.0 million in the prior quarter.
  • Over the last five years, Change in Inventory for TOST reached as high as $33.0 million in Q3 2022 and fell as low as -$10.0 million in Q2 2024.
  • Historically, Change in Inventory has averaged $5.5 million across 5 years, with a median of $2.0 million in 2022.
  • Across the five-year window, Change in Inventory soared 725.0% in 2022 and slumped 450.0% in 2025, its largest moves.
  • Year by year, Change in Inventory stood at $15.0 million in 2022, then soared by 33.33% to $20.0 million in 2023, then sank by 40.0% to $12.0 million in 2024, then decreased by 16.67% to $10.0 million in 2025, then soared by 120.0% to $22.0 million in 2026.
  • Per Business Quant data, the three most recent Change in Inventory figures were $22.0 million in Q1 2026, $10.0 million in Q4 2025, and $1.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Microsoft 2,921.46 Bn 2,797.02 Bn 56.06 Bn 161.00 Mn
2 PagSeguro Digital 2,686.70 Bn 2,686.70 Bn 358.92 Mn -
3 Oracle 344.13 Bn 312.24 Bn - -
4 Repay Holdings 342.29 Bn 342.15 Bn - -
5 Palantir Technologies 294.57 Bn 286.54 Bn 1.42 Bn -
6 Palo Alto Networks 224.46 Bn 219.93 Bn 1.91 Bn -
7 CrowdStrike Holdings 182.52 Bn 179.42 Bn 993.68 Mn -
8 Fortinet 111.29 Bn 107.99 Bn 1.49 Bn -23.60 Mn
9 Cloudflare 93.63 Bn 92.68 Bn 455.60 Mn -
10 Toast 18.99 Bn 17.22 Bn 447.00 Mn 22.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 22.00 Mn
Mar 31, 2026 22.00 Mn
Dec 31, 2025 10.00 Mn
Dec 31, 2025 10.00 Mn
Sep 30, 2025 1.00 Mn
Sep 30, 2025 1.00 Mn
Jun 30, 2025 -8.00 Mn
Jun 30, 2025 -8.00 Mn
Mar 31, 2025 -7.00 Mn
Mar 31, 2025 -7.00 Mn
Dec 31, 2024 12.00 Mn
Dec 31, 2024 12.00 Mn
Sep 30, 2024 -4.00 Mn
Sep 30, 2024 -4.00 Mn
Jun 30, 2024 -10.00 Mn
Jun 30, 2024 -10.00 Mn
Mar 31, 2024 2.00 Mn
Mar 31, 2024 2.00 Mn
Dec 31, 2023 20.00 Mn
Dec 31, 2023 20.00 Mn