Ulta Beauty (ULTA) Current Deferred Revenue (2018 - 2026)

Ulta Beauty (ULTA) posted Current Deferred Revenue of $574.0 million for Q1 2026, up 26.07% quarter-over-quarter from $455.3 million in Q4 2025, and up 14.67% year-on-year from $500.6 million in Q1 2025.

Ulta Beauty (ULTA) Current Deferred Revenue (2018 - 2026) Analysis & Trends

Ulta Beauty (ULTA) has reported Current Deferred Revenue for 9 consecutive years, with $574.0 million the latest figure, recorded in Q1 2026.

  • Current Deferred Revenue for Q1 2026 came in at $574.0 million, up 14.67% year-over-year; the trailing twelve-month figure through Jan 2026 was $574.0 million (up 14.67% YoY), and the FY2026 annual result was $574.0 million, up 14.67% from the prior year.
  • Current Deferred Revenue was $574.0 million for Q1 2026 at Ulta Beauty, up from $455.3 million in the prior quarter.
  • Over five years, Current Deferred Revenue peaked at $574.0 million in Q1 2026 and troughed at $304.0 million in Q4 2022.
  • Average Current Deferred Revenue over 5 years is $397.3 million, with a median of $388.6 million recorded in 2023.
  • Year-over-year, Current Deferred Revenue rose 28.31% in 2022 and grew 10.35% in 2024.
  • Over 5 years, Current Deferred Revenue stood at $304.0 million in 2022, then climbed by 15.44% to $350.9 million in 2023, then gained by 15.42% to $405.0 million in 2024, then rose by 12.41% to $455.3 million in 2025, then climbed by 26.07% to $574.0 million in 2026.
  • Per Business Quant data, the three most recent Current Deferred Revenue figures were $574.0 million in Q1 2026, $455.3 million in Q4 2025, and $452.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 NaaS Technology 29.20 Bn 29.20 Bn -
2 Caseys General Stores 28.94 Bn 28.48 Bn 1.08 Bn
3 Williams Sonoma 27.71 Bn 26.69 Bn 1.10 Bn
4 Dick'S Sporting Goods 19.10 Bn 17.75 Bn 1.77 Bn
5 Tractor Supply 16.98 Bn 16.76 Bn 1.30 Bn
6 Best Buy 16.25 Bn 14.50 Bn 2.10 Bn
7 Murphy USA 10.35 Bn 10.23 Bn 3.98 Bn
8 Five Below 10.07 Bn 9.13 Bn 696.98 Mn
9 Winmark 8.93 Bn 8.93 Bn 20.23 Mn
10 Ulta Beauty 204.65 Mn -289.59 Mn 1.48 Bn

Historic Data

Download Data
DateValue
Jan 31, 2026 574.04 Mn
Nov 1, 2025 455.32 Mn
Aug 2, 2025 451.97 Mn
May 3, 2025 455.26 Mn
Feb 1, 2025 500.59 Mn
Nov 2, 2024 405.04 Mn
Aug 3, 2024 387.82 Mn
May 4, 2024 391.45 Mn
Feb 3, 2024 428.79 Mn
Oct 28, 2023 350.94 Mn
Jul 29, 2023 346.07 Mn
Apr 29, 2023 350.12 Mn
Jan 28, 2023 388.58 Mn
Oct 29, 2022 303.99 Mn
Jul 30, 2022 305.91 Mn
Apr 30, 2022 312.36 Mn
Jan 29, 2022 345.21 Mn
Oct 30, 2021 272.63 Mn
Jul 31, 2021 256.23 Mn
May 1, 2021 253.17 Mn