Workday, Inc. (WDAY)

From the record

Workday, Inc.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2017-09-01) (its current reports).

From the record

Workday, Inc.'s 10 filed years say what it did: revenue went from $1.6 billion in fiscal 2017 to $9.6 billion in fiscal 2026, up 22.2% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 4 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, Workday, Inc.'s diluted share count grew about 1.7% a year, and dividends and buybacks returned about 53% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 276 sales (276 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-14 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, Workday, Inc. earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 57 cents per dollar of assets, and net share issuance: its share count shrank 0.4% over the year (the filed statements).

From the record

Workday, Inc.'s standing among 68 graded names in its industry family: revenue of $9.6 billion in fiscal 2026 ranks in the top 4% by size; a net margin of 7.3% ranks in the top 36%; revenue growth of 15.4% a year over the last 3 filed years ranks in the top 25% (its annual reports).

From the record

Workday, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Bhusri, Aneel (CEO, as filed), filing under that title since 2026-03-02, 8 months (bottom 14% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 4.5 years (bottom 39%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (bottom 32%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Workday, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $1.5 billion against debt of $3.0 billion leaves -8.2% of its assets as net cash, bottom 18% of its family; cash from operations less capital spending is 29.1% of revenue (top 10%); research spending of 28% of revenue (top 24%) (its annual report).

From the record

Workday, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 15.4% a year over the last three filed years against 22.2% over all 10, slowing (bottom 40% of its family); the newest year grew 13.1% (top 42%); research spending grew 6% a year (top 36%); capital spending grew -23.6% a year (bottom 35%) (its annual reports). Workday, Inc. reported 2 product lines in fiscal 2026: Subscription Services at $8.8 billion (93%), Professional Services at $719 million (8%); 1 of 2 grew against the year before (its annual report).

From the record

Workday, Inc.'s newest year against its own record: revenue of $9.6 billion in fiscal 2026 came in 3% below the $9.8 billion its prior three years' pace pointed to (bottom 27% of its family); net income of $693 million against a prior three-year average of $513 million (bottom 40%); a net margin of 7.3% against 6.4% before (bottom 38%) (its annual reports).