Workday revenue up 12.6% to $2.24 billion; GAAP EPS falls to $0.25 on restructuring
Workday reported fiscal 2026 first-quarter revenue of $2.240 billion, up 12.6% year over year, while GAAP diluted earnings per share fell to $0.25 from $0.40 after $166 million in restructuring expenses. The company also reiterated its fiscal 2026 subscription revenue guidance of $8.8 billion, raised its non-GAAP operating margin guidance to approximately 28.5%, and authorized a new $1.0 billion share repurchase program.
Key points
- Total revenues were $2.240 billion, up 12.6%; non-GAAP diluted EPS was $2.23 versus $1.74 a year earlier.
- GAAP operating income was $39 million, down from $64 million, including $166 million of restructuring expenses.
- Fiscal 2026 subscription revenue guidance of $8.8 billion was reiterated; non-GAAP operating margin guidance was raised to approximately 28.5%.
- The Board authorized repurchases of up to $1.0 billion of Class A common stock with no expiration date.
The filing
Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 22, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.