earnings
confidence high
sentiment positive
materiality 0.75
Workday Q4 revenue $2.53B (+14.5% YoY); non-GAAP EPS $2.47 vs $1.92; FY rev $9.55B
Workday, Inc.
2026-FY EPS reported
$2.59
revenue$9,552,000,000
- Q4 total rev $2.532B (+14.5% YoY); subs rev $2.360B (+15.7% YoY).
- Q4 GAAP op income $174M; Non-GAAP op income $774M (30.6% margin); Non-GAAP EPS $2.47 vs $1.92.
- FY2026 total rev $9.552B (+13.1%); GAAP EPS $2.59; Non-GAAP EPS $9.23 vs $7.30.
- 12-month sub backlog $8.833B (+15.8% YoY); op cash flow $2.939B (+19.4%); free cash flow $2.777B (+26.7%).
- Repurchased 12.8M shares for $2.9B; cash & equivalents $5.443B.