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Deferred Revenue at other companies

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$17.4M-17.1%
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LazardLAZ
$5.4M-95.8%
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EvercoreEVR
$12.68M+102%
Jones Lang LaSalle logo
Jones Lang LaSalleJLL
$228.6M+21.8%
Perella Weinberg Partners logo
Perella Weinberg PartnersPWP
$600K0.0%

Other financials

Income statement

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Revenue$2.2B+35.0%
Gross profit$2.2B+36.7%
Net income$250.0M+174%
EPS (diluted)$0.70+22.8%

Balance sheet

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Cash & equivalents$15.5B+25.5%
Total debt$19.6B+17.9%
Total equity$10.6B+2.5%
Total assets$79.5B+18.2%

Cash flow

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Operating cash flow-$1.7B+34.8%
CapEx$48.0M+9.9%
Free cash flow-$1.8B+33.6%

Valuation

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Market cap$12.95B+8.7%
Enterprise value$17.15B+5.4%
P/E15×-3.8×
P/S1.6×-0.2×

Profitability

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Gross margin98%+1.2pp
Net margin10.3%+1.1pp
FCF margin17.6%+15.6pp

Returns & leverage

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Return on equity8.3%+2.0pp
Debt / equity1.9×+0.2×

Where this comes from

Reported directly by Jefferies Financial Group in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The source filing: Jefferies Financial Group’s 10-Q, filed July 9, 2026.

Filed
Jul 9, 2026, 4:20 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000096223-26-000025

Our deferred revenue primarily relates to retainer and milestone fees received in investment banking advisory engagements where the performance obligation has not yet been satisfied. Deferred revenue at May 31, 2026 and November 30, 2025 was $62.6 million and $92.3 million, respectively, which is recorded in Accrued expenses and other liabilities. During the three and six months ended May 31, 2026, we recognized revenues of $20.1 million and $61.1 million, respectively, compared with $25.5 million and $38.5 million for the three and six months ended May 31, 2025, respectively, that were recorded as deferred revenue at the beginning of the periods.

Item 1. Financial Statements.

FAQ

What is Jefferies Financial Group's deferred revenue?
Jefferies Financial Group (JEF) reported deferred revenue of $62.6M in Q1 2026.
How has Jefferies Financial Group's deferred revenue changed year-over-year?
Jefferies Financial Group's deferred revenue decreased by 28.7% year-over-year, from $87.8M to $62.6M.
What is the long-term trend for Jefferies Financial Group's deferred revenue?
Over 4 years (2021 to 2025), Jefferies Financial Group's deferred revenue has grown at a 16.7% compound annual growth rate (CAGR), from $49.7M to $92.3M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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