Toast (TOST) Change in Inventory (2020 - 2026)
Toast (TOST) posted quarterly Change in Inventory of $22.0 million for Q1 2026, up 414.29% YoY from $4.3 million in Q1 2025, and up 120.0% sequentially from $10.0 million in Q4 2025.
Toast (TOST) Change in Inventory (2020 - 2026) Analysis & Trends
Toast has disclosed Change in Inventory across 7 years of filings, most recently posting $22.0 million for Q1 2026.
- In Q1 2026, Change in Inventory rose 414.29% year-over-year to $22.0 million; the TTM figure through Mar 2026 stood at $25.0 million (up 377.78% YoY), while the FY2025 annual figure was -$4.0 million, changed N/A from the prior year.
- Change in Inventory improved to $22.0 million in Q1 2026, 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.
- The 5-year median for Change in Inventory is $2.0 million (2022), against an average of $5.5 million.
- Annual changes were most pronounced in 2022 — Change in Inventory surged 725.0% — and 2025, when it slumped 450.0%.
- A 5-year view of Change in Inventory shows it stood at $15.0 million in 2022, then soared by 33.33% to $20.0 million in 2023, then slumped by 40.0% to $12.0 million in 2024, then declined by 16.67% to $10.0 million in 2025, then soared by 120.0% to $22.0 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $22.0 million, $10.0 million, and $1.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,853.66 Bn | 2,775.39 Bn | 56.06 Bn | 161.00 Mn |
| 2 | Oracle | 408.21 Bn | 376.86 Bn | 17.12 Bn | - |
| 3 | Palantir Technologies | 300.98 Bn | 293.06 Bn | 1.42 Bn | - |
| 4 | Palo Alto Networks | 247.84 Bn | 243.30 Bn | 1.91 Bn | - |
| 5 | CrowdStrike Holdings | 193.63 Bn | 190.57 Bn | 993.68 Mn | - |
| 6 | Fortinet | 117.45 Bn | 114.16 Bn | 1.49 Bn | -23.60 Mn |
| 7 | Cloudflare | 86.88 Bn | 85.93 Bn | 455.60 Mn | - |
| 8 | Synopsys | 86.18 Bn | 86.06 Bn | 1.77 Bn | 29.38 Mn |
| 9 | Block | 46.10 Bn | 39.21 Bn | 2.91 Bn | - |
| 10 | Toast | 16.87 Bn | 15.10 Bn | 447.00 Mn | 22.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |