Workiva Inc. (WK) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Workiva published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Workiva reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Starting with Q3 2026, Workiva's non-GAAP net income uses a fixed long-term non-GAAP tax rate of 22%, and prior periods were restated on that basis. The year-ago non-GAAP EPS of $0.46 is the restated figure. Workiva's guidance issued before this quarter used the old method, in which the non-GAAP tax provision equaled the GAAP provision.
• Since Q2 2026, non-GAAP diluted EPS adds back interest on Workiva's convertible notes under the if-converted method, with prior periods recast.

Source: Workiva Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Workiva splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Workiva's Subscription and support revenue was $246 million in Q3 2026, up 17% from $210 million in Q3 2025, 94% of total revenue.
• Workiva's Professional services revenue was $16.8 million in Q3 2026, up 15% from $14.6 million in Q3 2025, 6% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

The first two lines are Workiva's Q4 2026 outlook and the last two its full year 2026 outlook.

In its Q3 2026 release, Workiva said:

“Total revenue is expected to be in the range of $275 million to $278 million.”

“Non-GAAP net income per diluted share is expected to be in the range of $0.78 to $0.80 using 60.3 million shares.”

“Total revenue is expected to be in the range of $1.041 billion to $1.044 billion.”

“Free cash flow margin is expected to be approximately 21%.”

Source: Workiva Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the WK forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenue and diluted net income per share, each as first reported in that quarter's release. Workiva changed its non-GAAP tax and dilution methods in 2026 and restated earlier non-GAAP figures, so non-GAAP EPS is left out of this table.

We do not hold a confirmed date for Workiva's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Workiva reported total revenue of $263.0 million for Q3 2026, up 17% from $224.2 million. Subscription and support revenue, the fees customers pay for Workiva's cloud reporting platform, was $246.2 million, up 17.5%, and made up 93.6% of total revenue. Professional services revenue was $16.8 million, up 15%. (Workiva Q3 2026 release, Nov 5, 2026; Workiva Form 10-Q, Q3 2026, Nov 5, 2026)

Workiva's platform is used by accounting, finance, sustainability, risk and audit teams for SEC filings and other regulated reporting. Its other solutions include sustainability management, multi-entity reporting, SOX, capital markets, enterprise risk management and audit management. The 10-Q attributes the growth in subscription and support revenue primarily to strong demand and continued solution expansion across its customer base. (Workiva Q3 2026 release, Nov 5, 2026; Workiva Form 10-K, 2025, Feb 19, 2026; Workiva Form 10-Q, Q3 2026, Nov 5, 2026)

Workiva had 6,840 customers at September 30, 2026, a net increase of 299 in a year. Larger accounts grew faster: 2,853 customers had annual contract value above $100,000 (up 20%), 708 above $300,000 (up 31%) and 283 above $500,000 (up 20%). The gross retention rate was 97.4% and the net retention rate 109.6%, down from 113.6% a year earlier. (Workiva Q3 2026 release, Nov 5, 2026; Workiva Form 10-Q, Q3 2026, Nov 5, 2026)

Most revenue comes from the United States: $186.5 million in the quarter, against $76.5 million from other countries. No country other than the United States represented more than 10% of total revenue. (Workiva Form 10-Q, Q3 2026, Nov 5, 2026)

Workiva had about $1,514.5 million of remaining performance obligations on subscription contracts at September 30, 2026, and expects to recognize about $818.4 million of it over the next 12 months. (Workiva Form 10-Q, Q3 2026, Nov 5, 2026)

Workiva's GAAP diluted EPS was $0.35 against $0.05, and its non-GAAP diluted EPS was $0.72 against $0.46. The non-GAAP measure excludes stock-based compensation ($28.9 million in the quarter, worth $0.52 per diluted share) and amortization of acquisition-related intangibles ($1.6 million), then applies a fixed 22% non-GAAP tax rate. (Workiva Q3 2026 release, Nov 5, 2026)

Workiva turned an operating loss into a profit. GAAP income from operations was $17.8 million, a 6.8% margin, against a loss of $3.4 million, and non-GAAP operating margin rose to 18.3% from 12.7%. Revenue grew faster than total operating expenses, which rose to $195.4 million from $181.2 million. (Workiva Q3 2026 release, Nov 5, 2026)

Diluted weighted-average shares fell to 55,205,098 from 58,184,796 for the GAAP figure. Non-GAAP diluted EPS uses 60,448,336 shares because it counts the shares underlying Workiva's convertible notes. Workiva bought about 32.6 thousand shares for about $2 million in the quarter and had about $104 million left under its $350 million repurchase plan. (Workiva Q3 2026 release, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Workiva gives quarterly and full-year guidance in its release. For Q4 2026 it expects total revenue of $275 million to $278 million, a non-GAAP operating margin of 19.0% to 19.5%, GAAP diluted EPS of $0.40 to $0.42 and non-GAAP diluted EPS of $0.78 to $0.80, using 60.3 million shares. (Workiva Q3 2026 release, Nov 5, 2026)

For full year 2026 Workiva guides to total revenue of $1.041 billion to $1.044 billion, a non-GAAP operating margin of 18.2% to 18.3%, non-GAAP diluted EPS of $2.80 to $2.83 and a free cash flow margin of about 21%. The non-GAAP EPS outlook includes the new 22% non-GAAP tax provision, which earlier guidance did not. (Workiva Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Workiva, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Workiva's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning WK is on is WK a buy or a sell?, what analysts expect next is on the WK forecast, and what the company does is on the Workiva Inc. (WK) stock page.

Every number on this page can be traced to a document Workiva published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.