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.

WillScot Holdings Corporation WSC Change in Deferred Revenue

Change in Deferred Revenue at other companies

Mcgrath RentcorpMGRC

$4.94M-30.2%

Voyager Technologies, Inc.VOYG

-$7.42M-41.0%

Builders FirstSourceBLDR

$11.72M+1.5%

APi GroupAPG

$81M+113%

Vertiv Holdings CoVRT

$651.2M+2,683%

Custom Truck One SourceCTOS

-$7.6M-45.3%

Other financials

Income statement

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Revenue$548.6M-2.0%

Gross profit$285.7M-4.9%

Operating income$96.7M-19.1%

Net income$28.1M-34.7%

EPS (diluted)$0.15-34.8%

Balance sheet

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Cash & equivalents$15.5M+45.5%

Total debt$4.0B-1.1%

Total equity$870.5M-13.9%

Total assets$5.8B-2.5%

Cash flow

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Operating cash flow$191.1M-7.5%

CapEx$3.6M-21.7%

Free cash flow$187.4M-7.2%

Valuation

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Market cap$5.04B-38.5%

Profitability

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Gross margin50.6%-3.7pp

Operating margin23.3%+12.2pp

Net margin-3%-3.6pp

FCF margin31.8%+8.7pp

Returns & leverage

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Return on equity-7.2%-8.5pp

Debt / equity4.6×+0.6×

Current ratio0.8×0.0×

Where this comes from

Reported directly by WillScot Holdings Corporation in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: WillScot Holdings Corporation’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is WillScot Holdings Corporation's change in deferred revenue?: WillScot Holdings Corporation (WSC) reported change in deferred revenue of $7.76M in Q1 2026.
How has WillScot Holdings Corporation's change in deferred revenue changed year-over-year?: WillScot Holdings Corporation's change in deferred revenue increased by 169.5% year-over-year, from -$11.16M to $7.76M.
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.