Toast (TOST) Change in Inventory (2020 - 2026)
Toast (TOST) posted quarterly Change in Inventory of $22.0 million for Q1 2026, up 414.29% year-over-year from $4.3 million in Q1 2025, and up 120.0% quarter-over-quarter from $10.0 million in Q4 2025.
Toast (TOST) Change in Inventory (2020 - 2026) Analysis & Trends
Toast (TOST) has reported Change in Inventory for 7 consecutive years, with $22.0 million the latest figure, recorded in 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 rose to $22.0 million in Q1 2026 per TOST's latest filing, from $10.0 million in the prior quarter.
- Across five years, Change in Inventory topped out at $33.0 million in Q3 2022 and bottomed at -$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.
- Annual changes were most pronounced in 2022 — Change in Inventory surged 725.0% — and 2025, when it plunged 450.0%.
- Toast's Change in Inventory stood at $15.0 million in 2022, then jumped by 33.33% to $20.0 million in 2023, then sank by 40.0% to $12.0 million in 2024, then fell by 16.67% to $10.0 million in 2025, then jumped by 120.0% to $22.0 million in 2026.
- Business Quant data shows TOST's Change in Inventory at $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 | 3,576.39 Bn | 3,443.64 Bn | 60.48 Bn | 178.00 Mn |
| 2 | Palantir Technologies | 412.58 Bn | 403.17 Bn | 1.64 Bn | - |
| 3 | Oracle | 407.66 Bn | 375.77 Bn | - | - |
| 4 | Palo Alto Networks | 299.27 Bn | 296.16 Bn | 2.03 Bn | - |
| 5 | Fortinet | 115.83 Bn | 111.76 Bn | 1.64 Bn | 61.60 Mn |
| 6 | Cloudflare | 106.65 Bn | 102.48 Bn | 499.52 Mn | - |
| 7 | Synopsys | 76.61 Bn | 74.41 Bn | 1.77 Bn | 29.38 Mn |
| 8 | CoreWeave | 51.53 Bn | 45.99 Bn | 1.70 Bn | - |
| 9 | Block | 47.55 Bn | 41.12 Bn | 3.17 Bn | - |
| 10 | Toast | 20.22 Bn | 18.51 Bn | 516.00 Mn | 81.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 81.00 Mn |
| Jun 30, 2026 | 81.00 Mn |
| 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 |