NYSE$WK

Workiva Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Workiva reported Q1 2026 total revenue of $247.3M (+20% YoY) and net income of $19.0M, with diluted EPS of $0.33.

For the quarter ended March 31, 2026, Workiva generated total revenue of $247.3 million versus $206.3 million from its cloud platform for connected reporting and compliance. Net income was $19.0 million, or $0.33 diluted EPS, a sharp swing from a $(21.4) million loss and $(0.38) EPS in Q1 2025. Subscription revenue growth and operating leverage drove profitability.

  • Total revenue $247.3M (+20% YoY); net income $19.0M.
  • Diluted EPS $0.33 versus $(0.38) prior-year loss.
  • Platform used for SEC reporting, ESG, and audit workflows.
  • Subscription revenue majority of mix with high retention.
  • Large enterprise and public company customer base expanding.

Headline financials

Total Revenue

$247M

Previous: $206M+19.9%
EPS (adj)

$0.33

Previous: -$0.38+186.8%
Capital Expenditures

-$728K

Previous: -$763K+4.6%
Net Income

$19M

Previous: -$21.4M+188.9%
Operating Income

$15.3M

Previous: -$24.8M+161.9%
Gross Profit

$199M

Previous: $158M+25.8%

Revenue & EPS history

Workiva · Revenue · Quarterly

$247M

Q1 2026+19.9%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Workiva · $158M total across 2 segments · Q3 2023

  • Subscription and support
    $143M+20.9%
  • Professional services
    $14.8M+3.2%

Forward guidance

Workiva discusses platform upsell, international expansion, and operating margin targets qualitatively in MD&A.

Tailwinds

  • Return to profitability with strong revenue growth.
  • Mission-critical compliance software with high switching costs.
  • ESG and connected data tailwinds.

Headwinds

  • Competition in financial reporting software.
  • Sales cycle length for enterprise deals.
  • Stock-based compensation remains meaningful.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.6%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.1%

Avg return

30 days after

56%

25 / 45 earnings

Positive

+21.1%

Q3 2020

Best reaction

-15.3%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%-16.2%-11.9%
Q4 2025+3.6%-0.3%+2.5%
Q3 2025+6.4%+13.6%+12.5%
Q1 2025-9.7%-8.9%-9.5%
Q4 2024+7.0%+3.2%-5.7%
Q3 2024+10.9%+14.4%+24.7%
Q2 2024-2.1%-3.3%+6.0%
Q1 2024+1.7%+2.2%-4.1%
Q4 2023-12.6%-6.7%-9.7%
Q3 2023-6.9%-4.1%+2.5%
Q2 2023+5.4%+4.8%+8.3%
Q1 2023-6.7%-4.9%+3.9%
Q4 2022-0.7%-0.9%+10.4%
Q3 2022-6.9%-7.9%+13.0%
Q2 2022+5.2%+4.1%-2.4%
Q1 2022-9.2%-20.0%-21.5%
Q4 2021-9.8%-2.1%+7.7%
Q3 2021+8.7%+9.9%-11.4%
Q2 2021+7.5%+3.2%+12.6%
Q1 2021-0.5%-0.7%-0.3%
Q4 2020+3.0%-0.7%-13.2%
Q3 2020+21.1%+19.8%+35.5%
Q2 2020+0.6%-2.6%-2.6%
Q1 2020-4.0%+1.6%+19.2%
Q4 2019-3.4%-7.9%-39.9%
Q3 2019-6.6%+0.2%+6.0%
Q2 2019+11.2%+12.6%-16.3%
Q1 2019-0.6%-0.1%+4.7%
Q4 2018+9.3%+10.7%+7.7%
Q3 2018+16.4%+3.1%-0.1%
Q2 2018+17.1%+18.7%+50.8%
Q1 2018+15.0%+20.1%+17.2%
Q4 2017-15.3%-12.6%-10.9%
Q3 2017+0.0%-2.2%-6.3%
Q2 2017+4.4%+1.0%+3.4%
Q1 2017+7.8%+6.6%+12.6%
Q4 2016+7.8%+10.7%+11.9%
Q3 2016-10.3%-11.9%-17.0%
Q2 2016+7.3%+14.7%+30.1%
Q1 2016-4.4%
Q4 2015-2.1%
Q3 2015+7.5%
Q2 2015+2.1%
Q1 2015+0.1%
Q4 2014-4.8%
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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