Operating

Change in Deferred Revenue

Chipotle Mexican Grill Change in Deferred Revenue increased by 3046.7% to $64.22M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 6.8%, from $68.88M to $64.22M. Over 4 years (FY 2021 to FY 2025), Change in Deferred Revenue shows an upward trend with a 4.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ4 2025

How to read this metric

An increase signals strong future revenue potential and customer commitment, while a decrease indicates the fulfillment of prior obligations.

Detailed definition

Reflects the change in cash received from customers for goods or services that have not yet been delivered or earned. Th...

Peer comparison

Common in technology and equipment sectors with long lead-time contracts.

Metric ID: change_in_deferred_revenue

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$4.12M$8.51M$37.37M-$21.60M$1.54M$1.92M$51.52M-$22.65M$2.76M-$1.30M$56.88M-$19.36M-$2.90M-$485.00K$68.88M-$31.00M$5.45M$2.04M$64.22M
QoQ Change+106.6%+339.1%-157.8%+107.1%+24.6%>999%-144.0%+112.2%-147.0%>999%-134.0%+85.0%+83.3%>999%-145.0%+117.6%-62.5%>999%
YoY Change-62.6%-77.4%+37.9%-4.9%+78.9%-167.5%+10.4%+14.5%-205.2%+62.6%+21.1%-60.1%+287.7%+520.8%-6.8%
Range-$31.00M$68.88M
CAGR+84.1%
Avg YoY Growth+30.0%
Median YoY Growth+10.4%

Frequently Asked Questions

What is Chipotle Mexican Grill's change in deferred revenue?
Chipotle Mexican Grill (CMG) reported change in deferred revenue of $64.22M in Q4 2025.
How has Chipotle Mexican Grill's change in deferred revenue changed year-over-year?
Chipotle Mexican Grill's change in deferred revenue decreased by 6.8% year-over-year, from $68.88M to $64.22M.
What is the long-term trend for Chipotle Mexican Grill's change in deferred revenue?
Over 4 years (2021 to 2025), Chipotle Mexican Grill's change in deferred revenue has grown at a 4.3% compound annual growth rate (CAGR), from $34.39M to $40.71M.
What does change in deferred revenue mean?
The change in payments received from customers for work not yet completed.