How has Schrodinger's deferred revenue, net of current portion changed year-over-year?

Schrodinger's deferred revenue, net of current portion decreased by 43.5% year-over-year, from $104.5M to $59.02M.

What is the long-term trend for Schrodinger's deferred revenue, net of current portion?

Over 4 years (2021 to 2025), Schrodinger's deferred revenue, net of current portion has grown at a 27.3% compound annual growth rate (CAGR), from $30.06M to $78.88M.

Schrodinger SDGR Deferred revenue, net of current portion

Deferred revenue, net of current portion at other companies

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Segments

By product

See full

Software products and services$6.2M-51.2%

Other financials

Income statement

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Revenue$58.6M-1.6%

Gross profit$29.5M-5.1%

Operating income-$48.8M+4.1%

Net income-$60.0M-0.4%

EPS (diluted)-$0.81+1.2%

Balance sheet

See full

Cash & equivalents$267.7M-20.7%

Total debt$107.0M-7.9%

Total equity$313.5M-16.1%

Total assets$634.2M-14.6%

Cash flow

See full

Operating cash flow-$14.8M-110%

CapEx$2.5M+321%

Free cash flow-$17.3M-112%

Valuation

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Market cap$1.15B-41.8%

Enterprise value$984.71M-44.4%

P/S4.5×-4.0×

Profitability

See full

Gross margin55.3%-7.3pp

Operating margin-64.7%-12.0pp

Net margin-68.5%—

FCF margin9.6%+5.1pp

Returns & leverage

See full

Return on equity-45.7%—

Debt / equity0.3×0.0×

Current ratio2.7×-0.7×

Where this comes from

Reported directly by Schrodinger in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityNoncurrent.

The official record: Schrodinger’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Schrodinger's deferred revenue, net of current portion?: Schrodinger (SDGR) reported deferred revenue, net of current portion of $59.02M in Q1 2026.
How has Schrodinger's deferred revenue, net of current portion changed year-over-year?: Schrodinger's deferred revenue, net of current portion decreased by 43.5% year-over-year, from $104.5M to $59.02M.
What is the long-term trend for Schrodinger's deferred revenue, net of current portion?: Over 4 years (2021 to 2025), Schrodinger's deferred revenue, net of current portion has grown at a 27.3% compound annual growth rate (CAGR), from $30.06M to $78.88M.