Inventory days at listed manufacturers — Q1 2025 vs Q1 2026

Days of inventory at four listed industrial manufacturers, comparing the March 2025 and March 2026 balance sheets. The destocking wave is over — but cohort dispersion is widening.

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Chart: Putra & CoSource: SEC EDGAR 10-Q filings — Parker-Hannifin (PH), Rockwell Automation (ROK), Emerson Electric (EMR), Eaton (ETN). Inventory days = inventory / quarterly COGS × 90.Get the dataCreated with Datawrapper