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| 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 |