Workiva Q4 EPS Surpasses Estimates, Guides FY26 Revenue Above $1.036B
Workiva posted Q4 adjusted EPS of $0.78 beating estimates, with revenue up 20% to $239M driven by a 21% rise in subscription and support revenue to $219M. The company raised its FY26 revenue outlook to $1.036–1.04B and authorized an additional $250M share buyback after repurchasing $72M in 2025.
1. Fourth-Quarter Financials
Workiva delivered adjusted EPS of $0.78, exceeding the $0.69 estimate, and recorded 20% revenue growth to $239 million, driven by a 21% rise in subscription and support revenue to $219 million.
2. Margin Expansion
Non-GAAP operating margin improved to 19.1% in Q4, reflecting operational efficiencies and increased high-value contracts in financial reporting, governance and sustainability solutions.
3. 2026 Guidance Raised
The company forecasts full-year 2026 revenue between $1.036 billion and $1.04 billion, topping the $1.021 billion consensus, signaling confidence in continued subscription momentum.
4. Share Repurchase Program
Following $72 million in buybacks in 2025, the board approved an additional $250 million repurchase authorization, underscoring commitment to capital returns and shareholder value.