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Stifel Financial SF Increase (decrease) in contract liabilities and current deferred income

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Other financials

Income statement

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Revenue$1.5B+13.0%
Net income$226.5M+46.1%
EPS (diluted)$1.34+50.6%

Balance sheet

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Cash & equivalents$2.2B+18.0%
Total debt$1.5B-2.5%
Total equity$6.0B+7.4%
Total assets$44.9B+12.7%

Cash flow

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Operating cash flow-$342.6M-62.2%
CapEx$14.8M-0.3%
Free cash flow-$390.4M-71.4%

Valuation

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Market cap$12.6B+10.9%
Enterprise value$11.86B+7.9%
P/E13.2×-5.4×
P/S2.1×-0.1×

Profitability

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Net margin16.1%+4.2pp
FCF margin15.5%-0.5pp

Returns & leverage

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Return on equity16.4%+5.3pp
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 source filing: Stifel Financial’s 10-Q, filed May 4, 2026.

Filed
May 4, 2026, 9:01 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001193125-26-202795
(in thousands)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
Other assets(56,286)81,775
Increase/(decrease) in operating liabilities, net of liabilities assumed:
Payables:
Brokerage clients, net371,5665,055
Brokers, dealers, and clearing organizations104,02046,889
Drafts(50,293)(39,015)
Financial instruments sold, but not yet purchased130,759179,217
Accrued compensation(466,295)(390,840)

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Stifel Financial's increase (decrease) in contract liabilities and current deferred income?
Stifel Financial (SF) reported increase (decrease) in contract liabilities and current deferred income of $371.57M in Q1 2026.
How has Stifel Financial's increase (decrease) in contract liabilities and current deferred income changed year-over-year?
Stifel Financial's increase (decrease) in contract liabilities and current deferred income increased by 7250.5% year-over-year, from $5.06M to $371.57M.
What does increase (decrease) in contract liabilities and current deferred income mean?
Increase (decrease) in contract liabilities and current deferred income

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