Wabtec Deferred revenue, net of current portion decreased by 13.5% to $224.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 33.9%, from $339.00M to $224.00M. Over 5 years (FY 2020 to FY 2025), Deferred revenue, net of current portion shows an upward trend with a 26.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong long-term bookings and future revenue growth, while a decrease may indicate a slowdown in long-term contract renewals.
This represents the portion of deferred revenue that is expected to be recognized as revenue beyond the next twelve mont...
Common in SaaS and software companies; peers typically show growth in this metric as they scale enterprise subscriptions.
non_current_liabilities_contract_with_customer_liability_a5d23a| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $66.10M | $83.10M | $88.00M | $86.00M | $89.00M | $79.00M | $86.00M | $120.00M | $106.00M | $200.00M | $174.00M | $179.00M | $311.00M | $319.00M | $389.00M | $339.00M | $203.00M | $187.00M | $259.00M | $224.00M |
| QoQ Change | — | +25.7% | +5.9% | -2.3% | +3.5% | -11.2% | +8.9% | +39.5% | -11.7% | +88.7% | -13.0% | +2.9% | +73.7% | +2.6% | +21.9% | -12.9% | -40.1% | -7.9% | +38.5% | -13.5% |
| YoY Change | — | — | — | — | +34.6% | -4.9% | -2.3% | +39.5% | +19.1% | +153.2% | +102.3% | +49.2% | +193.4% | +59.5% | +123.6% | +89.4% | -34.7% | -41.4% | -33.4% | -33.9% |