Ulta Beauty ULTA
NASDAQ ULTA
$540.98 -2.75 (-0.51%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Ulta Beauty's (ULTA) quarterly Current Deferred Revenue came in at $542.4 million in Q3 2026, up 17.87% on a YoY basis from $460.2 million in Q3 2025, and up 2.04% quarter-over-quarter from $531.6 million in Q2 2026.

Analysis

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

Ulta Beauty (ULTA) has reported Current Deferred Revenue for 9 consecutive years, with $542.4 million the latest figure, recorded in Q3 2026.

  • For the quarter ending Q3 2026, Current Deferred Revenue rose 17.87% year-over-year to $542.4 million; the trailing twelve-month figure through Aug 2026 stood at $542.4 million (up 17.87% YoY), and the FY2026 full-year result was $582.4 million, up 18.15% from the prior year.
  • Current Deferred Revenue advanced to $542.4 million in Q3 2026 per ULTA's latest filing, from $531.6 million in the prior quarter.
  • Across five years, Current Deferred Revenue topped out at $582.4 million in Q1 2026 and bottomed at $305.9 million in Q3 2022.
  • Historically, Current Deferred Revenue has averaged $413.3 million across 5 years, with a median of $391.4 million in 2024.
  • The sharpest annual moves came in 2022 and 2024: Current Deferred Revenue increased 28.31% in 2022, then climbed 10.35% in 2024.
  • Over 5 years, Current Deferred Revenue stood at $312.1 million in 2022, then climbed by 12.43% to $350.9 million in 2023, then rose by 15.42% to $405.0 million in 2024, then increased by 14.3% to $463.0 million in 2025, then increased by 17.16% to $542.4 million in 2026.
  • According to Business Quant data, Current Deferred Revenue over the past three periods registered $542.4 million, $531.6 million, and $582.4 million for Q3 2026, Q2 2026, and Q1 2026 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Ulta Beauty 23.16 Bn 22.94 Bn 1.19 Bn
2 Best Buy 19.53 Bn 17.27 Bn 2.34 Bn
3 Dick'S Sporting Goods 10.76 Bn 9.84 Bn 1.94 Bn
4 GameStop 10.16 Bn 5.10 Bn 345.00 Mn
5 Signet Jewelers 3.88 Bn 3.35 Bn 602.40 Mn
6 Academy Sports & Outdoors 3.00 Bn 2.70 Bn 665.90 Mn
7 National Vision Holdings 1.33 Bn 1.30 Bn 290.43 Mn
8 Gold.com 1.32 Bn 490.26 Mn 110.30 Mn
9 Winmark 1.02 Bn 997.85 Mn 21.15 Mn
10 Barnes & Noble Education 369.06 Mn 361.25 Mn 57.05 Mn
Historic Data

Historic Data

Download Data
DateValue
Aug 1, 2026 542.42 Mn
May 2, 2026 531.56 Mn
Jan 31, 2026 582.38 Mn
Nov 1, 2025 462.96 Mn
Aug 2, 2025 460.19 Mn
May 3, 2025 455.26 Mn
Feb 1, 2025 492.91 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 312.13 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