Toast (TOST) Change in Inventory (2020 - 2026)
Toast's (TOST) quarterly Change in Inventory came in at $81.0 million in Q2 2026, up 1112.5% year-over-year from $6.7 million in Q2 2025, and up 268.18% quarter-over-quarter from $22.0 million in Q1 2026.
Analysis
Toast (TOST) Change in Inventory (2020 - 2026) Analysis & Trends
Toast (TOST) has reported Change in Inventory for 7 consecutive years, with $81.0 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Change in Inventory rose 1112.5% year-over-year to $81.0 million in Q2 2026; TTM through Jun 2026 was $114.0 million, a 1728.57% 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 was $81.0 million for Q2 2026 at Toast, up from $22.0 million in the prior quarter.
- Over five years, Change in Inventory peaked at $81.0 million in Q2 2026 and troughed at -$10.0 million in Q2 2024.
- A 5-year average of $9.7 million and a median of $2.0 million in 2022 frame the typical range for Change in Inventory.
- Across the five-year window, Change in Inventory sank 450.0% in 2025 and surged 1112.5% in 2026, its largest moves.
- Over 5 years, Change in Inventory stood at $15.0 million in 2022, then surged by 33.33% to $20.0 million in 2023, then sank by 40.0% to $12.0 million in 2024, then dropped by 16.67% to $10.0 million in 2025, then soared by 710.0% to $81.0 million in 2026.
- The last three Change in Inventory figures came in at $81.0 million (Q2 2026), $22.0 million (Q1 2026), and $10.0 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Toast | 19.26 Bn | 17.54 Bn | 516.00 Mn | 81.00 Mn |
| 2 | Agilysys | 3.03 Bn | 2.91 Bn | 55.66 Mn | - |
| 3 | Diebold Nixdorf | 2.30 Bn | 2.02 Bn | 239.60 Mn | 44.10 Mn |
| 4 | Lightspeed Commerce | 1.42 Bn | 1.05 Bn | 138.56 Mn | -2.28 Mn |
| 5 | NCR Voyix | 1.17 Bn | 920.99 Mn | 177.00 Mn | -5.00 Mn |
| 6 | Par Technology | 762.87 Mn | 684.93 Mn | 56.58 Mn | 5.53 Mn |
| 7 | A2Z Cust2Mate Solutions | 228.03 Mn | 213.25 Mn | 2.51 Mn | -2.56 Mn |
| 8 | Transact Technologies | 54.22 Mn | 34.84 Mn | 7.00 Mn | -487,000.00 |
| 9 | Table Trac | 27.71 Mn | 19.55 Mn | 2.96 Mn | -433,776.00 |
| 10 | J & Friends Holdings | 15.30 Mn | 14.32 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 81.00 Mn |
| Mar 31, 2026 | 22.00 Mn |
| Dec 31, 2025 | 10.00 Mn |
| Sep 30, 2025 | 1.00 Mn |
| Jun 30, 2025 | -8.00 Mn |
| Mar 31, 2025 | -7.00 Mn |
| Dec 31, 2024 | 12.00 Mn |
| Sep 30, 2024 | -4.00 Mn |
| Jun 30, 2024 | -10.00 Mn |
| Mar 31, 2024 | 2.00 Mn |
| Dec 31, 2023 | 20.00 Mn |
| Sep 30, 2023 | -9.00 Mn |
| Jun 30, 2023 | -5.00 Mn |
| Mar 31, 2023 | 1.00 Mn |
| Dec 31, 2022 | 15.00 Mn |
| Sep 30, 2022 | 33.00 Mn |
| Jun 30, 2022 | 18.00 Mn |
| Mar 31, 2022 | 2.00 Mn |
| Dec 31, 2021 | 4.00 Mn |
| Sep 30, 2021 | 4.00 Mn |