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
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