Deferred Revenue
Lowe's Companies Deferred Revenue decreased by 3.9% to $1.48B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.8%, from $1.36B to $1.48B. Over 5 years (FY 2021 to FY 2026), Deferred Revenue shows relatively stable performance with a -1.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests strong sales of subscription-based services or bundled offerings, providing a predictable pipeline for future revenue recognition.
Detailed definition
Represents cash payments received from customers in advance of the company fulfilling its performance obligations, speci...
Peer comparison
High-growth software and services companies typically maintain larger deferred revenue balances relative to pure hardware manufacturers.
deferred_revenue_currentHistorical Data
| 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 | $2.02B | $2.04B | $1.95B | $1.91B | $2.09B | $1.97B | $1.74B | $1.60B | $1.65B | $1.57B | $1.50B | $1.41B | $1.41B | $1.42B | $1.36B | $1.36B | $1.50B | $1.56B | $1.54B | $1.48B |
| QoQ Change | — | +0.9% | -4.3% | -2.0% | +9.4% | -6.0% | -11.8% | -7.7% | +2.6% | -4.8% | -4.3% | -6.1% | +0.1% | +0.6% | -4.1% | -0.1% | +10.5% | +3.9% | -1.3% | -3.9% |
| YoY Change | — | — | — | — | +3.6% | -3.6% | -11.2% | -16.2% | -21.4% | -20.4% | -13.7% | -12.2% | -14.3% | -9.5% | -9.3% | -3.6% | +6.5% | +10.0% | +13.1% | +8.8% |
Deferred Revenue at Other Companies
Frequently Asked Questions
- What is Lowe's Companies's deferred revenue?
- Lowe's Companies (LOW) reported deferred revenue of $1.48B in Q1 2026.
- How has Lowe's Companies's deferred revenue changed year-over-year?
- Lowe's Companies's deferred revenue increased by 8.8% year-over-year, from $1.36B to $1.48B.
- What is the long-term trend for Lowe's Companies's deferred revenue?
- Over 5 years (2021 to 2026), Lowe's Companies's deferred revenue has grown at a -1.0% compound annual growth rate (CAGR), from $1.61B to $1.54B.
- What does deferred revenue mean?
- Money collected from customers for products or services that haven't been delivered yet but will be within a year.