10-Q · August 4, 2026
Workiva delivered $255.290 million of Q2 revenue, up 18.6% year over year and 3.4% sequentially, while GAAP diluted EPS improved to $0.24 from a loss of $0.35 a year ago. Gross margin expanded 340 basis points year over…
Earnings analysis · 10-Q
WK earnings analysis
Filed November 5, 2026 · Our reading of the company's report
The latest report
Workiva reported Q3 2026 revenue of $263.0 million and diluted EPS of $0.72, exceeding consensus estimates of $261.383 million and $0.69, respectively. Revenue increased approximately 3.0% sequentially and 17.4% year…
Read full summary
Workiva reported Q3 2026 revenue of $263.0 million and diluted EPS of $0.72, exceeding consensus estimates of $261.383 million and $0.69, respectively. Revenue increased approximately 3.0% sequentially and 17.4% year over year, while EPS rose from $0.24 in Q2 2026 and $0.05 in Q3 2025. The provided filing text does not include current-quarter gross margin, operating margin, free cash flow, segment results, balance-sheet detail, or quantified guidance; risk factors were unchanged from the 2025 Form 10-K.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.72
What stood out
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Revenue growth continued and beat estimates
Revenue was $263.0 million, up approximately 3.0% sequentially from $255.290 million in Q2 2026 and approximately 17.4% year over year from $224 million in Q3 2025. Revenue exceeded the $261.383 million consensus estimate by approximately 0.62%.
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EPS growth accelerated
Diluted EPS was $0.72, up from $0.24 in Q2 2026 and $0.05 in Q3 2025. EPS exceeded the $0.69 consensus estimate by $0.03, or 4.35%.
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Share repurchases remained active
The company repurchased 32,624 shares during Q3 2026, including 32,524 shares in September at an average price of $66.54. The repurchase authorization had $103.602 million remaining at September 30, 2026.
What to watch
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Aggressive capital return reduces flexibility
The company authorized an additional $250.0 million of repurchases under the 2024 Repurchase Plan, while $103.602 million remained available at September 30, 2026. Continued buybacks represent a material use of capital that could reduce financial flexibility.
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Existing 10-K risks remain in effect
The filing states that there were no material changes to the risk factors included in the 2025 Form 10-K during fiscal year 2026. Existing risks therefore remain applicable, including the company’s stated market-risk exposures as of December 31, 2025.
Management's outlook
The 10-Q provides no quantitative revenue or EPS guidance. Management's outlook is not quantified in the provided filing text.
Earlier filings 4
10-Q · May 5, 2026
Workiva reported strong Q1 2026 results with revenue of $247.3 million and diluted EPS of $0.63, surpassing estimates. The company saw significant growth in subscription revenues and an impressive turnaround in net…
10-K · February 19, 2026
Workiva positions itself as a unified, AI-powered SaaS platform for financial reporting, sustainability management, and GRC, and highlights product investments (GenAI, connectors, marketplace) and go-to-market expansion…
10-Q · November 5, 2025
Workiva reported Q3 revenue of $224,166,000 (up $38,545,000 vs. Q3 2024) with gross margin expanding to 79.3% and GAAP net income of $2,786,000 (diluted EPS $0.05). Operating loss narrowed to $(3,405,000) from…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.