Stock Analysis on Net

Adobe Inc. (NASDAQ:ADBE)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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Adobe Inc., consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

US$ in millions

Microsoft Excel
Feb 27, 2026 Nov 28, 2025 Aug 29, 2025 May 30, 2025 Feb 28, 2025 Nov 29, 2024 Aug 30, 2024 May 31, 2024 Mar 1, 2024 Dec 1, 2023 Sep 1, 2023 Jun 2, 2023 Mar 3, 2023 Dec 2, 2022 Sep 2, 2022 Jun 3, 2022 Mar 4, 2022 Dec 3, 2021 Sep 3, 2021 Jun 4, 2021 Mar 5, 2021 Nov 27, 2020 Aug 28, 2020 May 29, 2020 Feb 28, 2020
Trade payables
Accrued expenses and other current liabilities
Debt, current portion
Deferred revenue
Income taxes payable
Current operating lease liabilities
Current liabilities
Debt, excluding current portion
Deferred revenue
Income taxes payable
Long-term operating lease liabilities
Other liabilities
Long-term liabilities
Total liabilities
Preferred stock, $0.0001 par value; none issued
Common stock, $0.0001 par value
Additional paid-in-capital
Retained earnings
Accumulated other comprehensive loss
Treasury stock, at cost
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-Q (reporting date: 2026-02-27), 10-K (reporting date: 2025-11-28), 10-Q (reporting date: 2025-08-29), 10-Q (reporting date: 2025-05-30), 10-Q (reporting date: 2025-02-28), 10-K (reporting date: 2024-11-29), 10-Q (reporting date: 2024-08-30), 10-Q (reporting date: 2024-05-31), 10-Q (reporting date: 2024-03-01), 10-K (reporting date: 2023-12-01), 10-Q (reporting date: 2023-09-01), 10-Q (reporting date: 2023-06-02), 10-Q (reporting date: 2023-03-03), 10-K (reporting date: 2022-12-02), 10-Q (reporting date: 2022-09-02), 10-Q (reporting date: 2022-06-03), 10-Q (reporting date: 2022-03-04), 10-K (reporting date: 2021-12-03), 10-Q (reporting date: 2021-09-03), 10-Q (reporting date: 2021-06-04), 10-Q (reporting date: 2021-03-05), 10-K (reporting date: 2020-11-27), 10-Q (reporting date: 2020-08-28), 10-Q (reporting date: 2020-05-29), 10-Q (reporting date: 2020-02-28).


Over the analyzed period, spanning from February 2020 to November 2025, a general trend of increasing total liabilities and stockholders’ equity is observed, although with some fluctuations. A significant increase in both categories occurred between 2020 and 2022, followed by a period of relative stabilization and then further growth into 2025. Within this overall trend, specific liability and equity components exhibit distinct patterns.

Current Liabilities
Current liabilities demonstrate a consistent upward trajectory, increasing from approximately $5.228 billion in February 2020 to $10.521 billion in November 2024, before decreasing to $9.039 billion in November 2025. This growth is primarily driven by increases in accrued expenses and other current liabilities, and deferred revenue. Trade payables remained relatively stable, with some quarterly variations, while the current portion of debt was initially absent but increased substantially in March 2022, remaining high through November 2024 before decreasing significantly in November 2025. Income taxes payable show considerable volatility, peaking in June 2023 and again in February 2026.
Long-Term Liabilities
Long-term liabilities also generally increased over the period, rising from $5.521 billion in February 2020 to $7.673 billion in November 2025. The largest component, debt excluding the current portion, experienced a decrease between March 2022 and November 2024, before increasing again in November 2025. Long-term operating lease liabilities remained relatively stable, while other long-term liabilities showed moderate growth. Deferred revenue also contributed to the increase in long-term liabilities.
Stockholders’ Equity
Stockholders’ equity exhibited a notable increase from $10.465 billion in February 2020 to $11.623 billion in November 2025. This growth is largely attributable to increases in additional paid-in capital and retained earnings. Accumulated other comprehensive loss consistently reduced stockholders’ equity, with a more substantial impact observed towards the end of the period. Treasury stock consistently represents a significant deduction from stockholders’ equity, increasing in absolute value throughout the analyzed timeframe.

The substantial growth in deferred revenue suggests increasing pre-sales or subscription-based revenue models. The fluctuations in income taxes payable likely reflect timing differences related to tax payments and provisions. The increase in treasury stock indicates ongoing share repurchase programs. The overall increase in liabilities, coupled with the growth in equity, suggests the company is expanding its operations and funding this expansion through a combination of debt and retained earnings.

Debt Composition
The composition of debt shifted over the period. While long-term debt initially dominated, the introduction and subsequent increase in the current portion of debt in 2022 altered the debt structure. The decrease in long-term debt in late 2022 and 2023, combined with the high current portion, suggests a potential strategy of short-term financing. The subsequent decrease in the current portion of debt in November 2025 indicates a shift back towards longer-term financing.

In conclusion, the balance sheet reflects a company experiencing growth, characterized by increasing liabilities and equity. The specific trends within each component suggest a dynamic financial strategy involving both short-term and long-term financing, active share repurchase programs, and a growing deferred revenue base.