Supply & Demand

Supply & Demand is a data page on the Companies desk of Glassbox Auditing. For each company with goods to sell, how fast its inventory grew against how fast its sales grew on a year earlier, from its own 10-Q and 10-K, with days of goods in stock and gross margin. Stock building faster than sales means supply is catching up with demand; sales outrunning stock means demand is ahead of supply.

Last updated: 3 Nov 2026.

What is the latest reading?

Supply gap: 5.18 pts as of 26 Jul 2026, +147.9 pts since Jan 2010. Source: SEC EDGAR XBRL company facts (10-Q/10-K), This terminal's quarterly reading of inventory against sales (each company's 10-Q and 10-K figures from SEC XBRL company facts).

What is on this page today?

Astera Labs is stocking faster than it sells: inventory +289%, sales +154% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +135 pts · 113 days of goods in stock · Gross margin 72.3%, -4.0 pts on a year earlier · Quarter ended 30 Sep, filed 3 Nov (SEC EDGAR (company 10-Q and 10-K filings), 3 Nov 2026) ALAB
Apple is stocking faster than it sells: inventory +154%, sales +12% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +143 pts · 22 days of goods in stock · Gross margin 47.9%, +0.7 pts on a year earlier · Quarter ended 26 Sep, filed 3 Nov (SEC EDGAR (company 10-Q and 10-K filings), 3 Nov 2026) AAPL
Readers of Tesla's product articles up 71% on the same weeks a year earlier: 9,390 a day — Most read: Tesla Roadster, Tesla Cybertruck, Elon Musk's Tesla Roadster · Far from their own year: Tesla Roadster (+525% on its year's average), Elon Musk's Tesla Roadster (+252% on its year's average) · Median of 113… (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) TSLA
Readers of Apple's product articles up 35% on the same weeks a year earlier: 16,751 a day — Most read: iOS 27, macOS, iPhone 18 Pro · Far from their own year: Apple TV (+82% on its year's average) · Median of 113 tracked companies: -30% on the same weeks · 10 product articles · Week ended 1 Nov · Readers are… (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) AAPL
Readers of Block's product articles up 186% on the same weeks a year earlier: 2,671 a day — Most read: Cash App, Bitchat, Afterpay · Median of 113 tracked companies: -30% on the same weeks · 4 product articles · Week ended 1 Nov · Readers are attention, not sales (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) XYZ
Readers of Carrier Global's product articles up 94% on the same weeks a year earlier: 105 a day — Most read: Viessmann · Median of 113 tracked companies: -30% on the same weeks · 1 product article · Week ended 1 Nov · Readers are attention, not sales (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) CARR
Readers of Trip.com's product articles up 82% on the same weeks a year earlier: 708 a day — Most read: Skyscanner · Median of 113 tracked companies: -30% on the same weeks · 1 product article · Week ended 1 Nov · Readers are attention, not sales (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) TCOM
Readers of Take Two Interactive Software's product articles up 61% on the same weeks a year earlier: 30,323 a day — Most read: Grand Theft Auto VI, Grand Theft Auto: San Andreas, Grand Theft Auto IV · Median of 113 tracked companies: -30% on the same weeks · 10 product articles · Week ended 1 Nov · Readers are attention, not sales (Wikimedia Foundation (English Wikipedia page views), 31 Oct 2026) TTWO
Rambus is stocking faster than it sells: inventory +96%, sales +22% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +73 pts · 168 days of goods in stock · Gross margin 78.3%, -1.2 pts on a year earlier · Quarter ended 30 Sep, filed 26 Oct (SEC EDGAR (company 10-Q and 10-K filings), 26 Oct 2026) RMBS
NetApp is stocking faster than it sells: inventory +182%, sales +30% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +152 pts · 86 days of goods in stock · Gross margin 78.0%, +11.0 pts on a year earlier · Quarter ended 31 Jul, filed 2 Sep (SEC EDGAR (company 10-Q and 10-K filings), 2 Sep 2026) NTAP
Skyworks Solutions is stocking faster than it sells: inventory +44%, sales -3.1% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +47 pts · 166 days of goods in stock · Gross margin 40.1%, -1.4 pts on a year earlier · Quarter ended 3 Jul, filed 28 Jul (SEC EDGAR (company 10-Q and 10-K filings), 28 Jul 2026) SWKS
Aehr Test Systems is selling faster than it stocks: sales +34%, inventory -1.5% on a year earlier — Newest quarter turned: demand overtook supply · Inventory growth minus sales growth: -35 pts · 349 days of goods in stock · Gross margin 42.6%, +12.3 pts on a year earlier · Quarter ended 29 May, filed 27 Jul (SEC EDGAR (company 10-Q and 10-K filings), 27 Jul 2026) AEHR

Where does the data come from?

Items on this page come from SEC EDGAR (company 10-Q and 10-K filings); Wikimedia Foundation (English Wikipedia page views). Each item links to its own source. All sources, how items are checked.

What does this page lead to?

Valuation (Companies): A company whose stock grows much faster than its sales tends to discount to clear it, which lowers gross margin and the earnings that its P/E is measured on. (moves the other way; quarters; company scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Business Activity (Macro): Companies whose stock outgrows their sales add up to a higher ratio of business inventories to sales in the Census reports, and slower factory orders tend to follow. (moves the same way; months; economy scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).

What feeds this page?

Business Activity (Macro): A rising Census inventories-to-sales ratio for an industry means its stock is outgrowing its sales as a whole, which shows up in its companies' quarters as inventory growing faster than sales. (moves the same way; months; sector scale) Source: U.S. Census Bureau Economic Indicators (retail, durable goods, construction, housing, business formation, inventories, trade).