What is Stepan's change in deferred revenue?

Stepan (SCL) reported change in deferred revenue of -$466K in Q1 2026.

How has Stepan's change in deferred revenue changed year-over-year?

Stepan's change in deferred revenue increased by 37.0% year-over-year, from -$740K to -$466K.

What is the long-term trend for Stepan's change in deferred revenue?

Over 4 years (2021 to 2025), Stepan's change in deferred revenue has grown at a 76.5% compound annual growth rate (CAGR), from $277K to -$2.69M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Stepan SCL Change in Deferred Revenue

Change in Deferred Revenue at other companies

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$10M-61.5%

MYR GroupMYRG

-$18.75M+46.3%

EPR PropertiesEPR

-$6.86M-240%

Dolby Laboratories, Inc.DLB

$650K+259%

Dianthus TherapeuticsDNTH

$849K+1,589%

GitLabGTLB

-$14.29M-1,286%

Other financials

Income statement

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Revenue$604.5M+1.9%

Gross profit$64.9M-14.1%

Operating income-$49.6M-275%

Net income-$41.4M-310%

EPS (diluted)-$1.81-310%

Balance sheet

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Cash & equivalents$140.8M+31.0%

Total debt$713.1M-2.5%

Total equity$1.2B-0.6%

Total assets$2.3B-2.4%

Cash flow

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Operating cash flow$16.9M+144%

CapEx$30.9M-5.7%

Free cash flow-$14.0M+45.9%

Valuation

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Market cap$1.25B+3.0%

Enterprise value$1.82B-0.8%

P/S0.5×0.0×

Profitability

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Gross margin11.1%-1.4pp

Operating margin0%-3.5pp

Net margin-0.6%-3.1pp

FCF margin1.6%—

Returns & leverage

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Return on equity-1.2%-5.8pp

Debt / equity0.6×0.0×

Current ratio1.3×0.0×

Where this comes from

Reported directly by Stepan in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Stepan’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stepan's change in deferred revenue?: Stepan (SCL) reported change in deferred revenue of -$466K in Q1 2026.
How has Stepan's change in deferred revenue changed year-over-year?: Stepan's change in deferred revenue increased by 37.0% year-over-year, from -$740K to -$466K.
What is the long-term trend for Stepan's change in deferred revenue?: Over 4 years (2021 to 2025), Stepan's change in deferred revenue has grown at a 76.5% compound annual growth rate (CAGR), from $277K to -$2.69M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.