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Signet Jewelers SIG ESP deferred revenue — Deferred Revenue

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Other financials

Income statement

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Revenue$1.6B+0.8%
Gross profit$556.5M-7.1%
Operating income$36.9M-23.3%
Net income$31.7M-5.4%
EPS (diluted)$0.780.0%

Balance sheet

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Cash & equivalents$602.8M+128%
Total debt$1.2B+3.6%
Total equity$1.9B+6.8%
Total assets$5.7B+5.1%

Cash flow

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Operating cash flow-$144.7M+17.5%
CapEx$24.5M-33.1%
Free cash flow-$169.2M+20.2%

Valuation

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Market cap$3.65B+19.9%
Enterprise value$4.27B+8.1%
P/E12.5×-58.9×
P/S0.5×+0.1×

Profitability

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Gross margin38.9%-0.5pp
Operating margin5.6%+4.0pp
Net margin4.3%+3.7pp
FCF margin8.3%+2.3pp

Returns & leverage

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Return on equity15.9%+13.7pp
Debt / equity0.6×0.0×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by Signet Jewelers in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The source filing: Signet Jewelers’s 10-K, filed March 19, 2026.

Filed
Mar 19, 2026, 8:09 AM EDT
Fiscal year
FY2026
Accession
0000832988-26-000055
(in millions)Fiscal 2026Fiscal 2025Fiscal 2024
ESP deferred revenue, beginning of period$1,170.8$1,158.7$1,159.5
Plans sold (1)588.4534.6504.8
Revenue recognized (2)(554.8)(522.5)(505.6)
ESP deferred revenue, end of period$1,204.4$1,170.8$1,158.7

ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is Signet Jewelers's ESP deferred revenue — deferred revenue?
Signet Jewelers (SIG) reported ESP deferred revenue — deferred revenue of $147.1M in Q4 2025.
How has Signet Jewelers's ESP deferred revenue — deferred revenue changed year-over-year?
Signet Jewelers's ESP deferred revenue — deferred revenue increased by 10.1% year-over-year, from $133.65M to $147.1M.
What is the long-term trend for Signet Jewelers's ESP deferred revenue — deferred revenue?
Over 4 years (2022 to 2026), Signet Jewelers's ESP deferred revenue — deferred revenue has grown at a 2.7% compound annual growth rate (CAGR), from $528.9M to $588.4M.
What does ESP deferred revenue — deferred revenue mean?
This metric tracks the cumulative amount of payments received from customers for extended service plans that remain unearned at the end of the reporting period. It reflects the company's ability to secure upfront cash flows for future service delivery. A growing balance indicates strong demand for service offerings and provides visibility into future revenue streams.

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