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Inventory holding cost

Inventory holding cost is the cost of carrying stock — storage, insurance, obsolescence and the capital tied up — usually expressed per unit per year and traded off against ordering costs in the EOQ model.

ByHoang TruongUpdated

FrameworkEOQ model

See it move

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An item costing €20 has a holding cost of 20% of cost, €4 per unit per year. Ordering in batches of 800 units means average inventory over the cycle is half the batch, 800 ÷ 2 = 400 units, so total annual holding cost is 400 × €4 = €1,600.

Where it fits
SubjectCost AccountingCoreTopicRelevant Costs & Decision-MakingCoreTopicStrategic & Lean Cost ManagementCore

The formula

LaTeX
TCH=Q2×HTC_H = \frac{Q}{2} \times H

Variables

Total annual holding cost ()
Order quantity (units)
Holding cost per unit per year ()

Values the cost of the average inventory carried between orders under the EOQ model.

Check yourself

PracticeCORE

A firm holds an item costing €50 per unit, with holding cost estimated at 12% of unit cost per year. It orders in batches of 1,200 units. What is the total annual inventory holding cost?

Select an answer to check your understanding.