earnings
confidence high
sentiment positive
materiality 0.75
Workday Q3 FY2026 revenue $2.43B (+12.6%); GAAP EPS $0.94, non-GAAP $2.32
Workday, Inc.
2025-Q3 EPS reported
$2.03
revenue$7,020,000,000
- Total revenues $2.432B (+12.6% YoY); subscription revenues $2.244B (+14.6% YoY).
- GAAP operating income $259M (10.7% margin) vs $165M (7.6%) last year; non-GAAP $692M (28.5%).
- Diluted GAAP EPS $0.94, non-GAAP $2.32; vs $0.72 and $1.89 respectively.
- 12-month subscription revenue backlog $8.21B (+17.6%); total backlog $25.96B (+17.0%); includes Paradox acquisition.
- Operating cash flow $588M, free cash flow $550M; repurchased 3.4M shares for $803M.