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

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

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

Ulta Beauty has reported Current Deferred Revenue for 9 years, with the latest figure at $574.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Current Deferred Revenue rose 14.67% year-over-year to $574.0 million; the trailing twelve-month figure through Jan 2026 stood at $574.0 million (up 14.67% YoY), and the FY2026 full-year result was $574.0 million, up 14.67% from the prior year.
  • Current Deferred Revenue for Q1 2026 stood at $574.0 million, up from $455.3 million in the prior quarter.
  • The five-year high for Current Deferred Revenue was $574.0 million in Q1 2026, with the low at $304.0 million in Q4 2022.
  • Historically, Current Deferred Revenue has averaged $397.3 million across 5 years, with a median of $388.6 million in 2023.
  • Annual changes were most pronounced in 2022 — Current Deferred Revenue grew 28.31% — and 2024, when it advanced 10.35%.
  • Ulta Beauty's Current Deferred Revenue stood at $304.0 million in 2022, then rose by 15.44% to $350.9 million in 2023, then grew by 15.42% to $405.0 million in 2024, then climbed by 12.41% to $455.3 million in 2025, then rose by 26.07% to $574.0 million in 2026.
  • The last three Current Deferred Revenue figures came in at $574.0 million (Q1 2026), $455.3 million (Q4 2025), and $452.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Caseys General Stores 27.84 Bn 27.38 Bn 1.01 Bn
2 Williams Sonoma 24.59 Bn 23.57 Bn 1.10 Bn
3 Ulta Beauty 20.75 Bn 20.25 Bn 1.48 Bn
4 Dick'S Sporting Goods 17.81 Bn 16.45 Bn 1.77 Bn
5 Tractor Supply 15.90 Bn 15.67 Bn 1.30 Bn
6 Best Buy 15.61 Bn 13.87 Bn 2.10 Bn
7 NaaS Technology 14.72 Bn 14.70 Bn -
8 Five Below 10.27 Bn 9.34 Bn 696.98 Mn
9 Murphy USA 10.20 Bn 10.08 Bn 3.98 Bn
10 GameStop 9.92 Bn 905.02 Mn 386.80 Mn

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