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Stifel Financial SF Change in Deferred Revenue

Change in Deferred Revenue at other companies

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VicorVICR
-$104.25K-223%
Sanmina Corp logo
Sanmina CorpSANM
-$19.22M-109%
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OracleORCL
$1.15B
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VicorVICR
$0
Applied Digital logo
Applied DigitalAPLD
-$396K+96.0%
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OracleORCL
$12.5M-67.5%

Other financials

Income statement

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Revenue$1.5B+17.7%
Net income$251.4M+374%
EPS (diluted)$1.48+469%

Balance sheet

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Cash & equivalents$2.9B+6.4%
Total debt$1.5B+0.4%
Total equity$6.0B+8.1%
Total assets$42.9B+6.2%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$47.8M+189%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$11.28B+17.0%
Enterprise value$9.85B+17.5%
P/E12.8×-2.7×
P/S+0.1×

Profitability

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Net margin15.3%+3.1pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity15.3%+3.8pp
Debt / equity0.2×0.0×

Where this comes from

Reported directly by Stifel Financial in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Stifel Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stifel Financial's change in deferred revenue?
Stifel Financial (SF) reported change in deferred revenue of $371.57M in Q1 2026.
How has Stifel Financial's change in deferred revenue changed year-over-year?
Stifel Financial's change in deferred revenue increased by 7250.5% year-over-year, from $5.06M to $371.57M.
What does change in deferred revenue mean?
The change in revenue received in advance of service delivery.
How do you interpret change in deferred revenue?
An increase indicates growing future revenue obligations, while a decrease indicates the recognition of previously deferred revenue.
How does change in deferred revenue compare across companies?
Common for firms with subscription or service-based revenue models.