earnings
confidence high
sentiment positive
materiality 0.75
Workday Q2 FY2026 revenue $2.348B (+12.6% YoY); EPS $0.84 up from $0.49
Workday, Inc.
2025-Q2 EPS reported
$1.09
revenue$4,588,000,000
- Total revenues $2.348B, up 12.6% YoY; subscription revenues $2.169B, up 14.0% YoY.
- GAAP operating income $248M (10.6% margin) vs $111M (5.3%) last year; non-GAAP op income $680M (29.0%) vs $518M (24.9%).
- Diluted EPS $0.84 GAAP ($2.21 non-GAAP) vs $0.49 GAAP ($1.75 non-GAAP) last year.
- 12-month subscription backlog $7.91B (+16.4%); total backlog $25.37B (+17.6%).
- Operating cash flow $616M, free cash flow $588M; repurchased 1.2M shares for $299M.