WDAYWorkday, Inc.

Technology · Data Processing · Nasdaq

Workday is the enterprise AI platform for managing people, money, and agents. 10-K, Item 1

Headquarters: Pleasanton, CA
CEO: Aneel Bhusri
Next results: around Nov 24, 2026

WDAY and 9 peers, year by year

The 9 Technology companies closest to WDAY in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
WDAY Workday, Inc.	FY2026	$9.6B	+13.1%	-	7.5%	7.3%	29.1%	8.9%	0.38
MRVL Marvell Technology	FY2026	$8.2B	+42.1%	51.0%	16.1%	32.6%	17.0%	18.7%	0.35
SNPS Synopsys	FY2025	$7.1B	+15.1%	77.0%	13.0%	18.9%	19.1%	4.7%	0.48
PANW Palo Alto Networks	FY2026	$11.5B	+24.5%	70.4%	6.1%	2.7%	35.8%	1.1%	-
ROP Roper Technologies	FY2025	$7.9B	+12.3%	69.2%	28.3%	19.4%	-	7.7%	0.47
ANET Arista Networks	FY2025	$9.0B	+28.6%	64.1%	42.8%	39.0%	47.2%	28.4%	-
COHR Coherent Corp.	FY2026	$7.1B	+22.5%	-	-	11.3%	−14.4%	7.4%	0.30
FTNT Fortinet	FY2025	$6.8B	+14.2%	80.5%	30.7%	27.3%	32.7%	149.8%	0.81
ADSK Autodesk	FY2026	$7.2B	+17.5%	91.0%	21.9%	15.6%	33.4%	36.9%	0.82
MSI Motorola Solutions	FY2025	$11.7B	+8.0%	51.7%	25.6%	18.4%	22.0%	89.4%	3.80

Revenuepeer median $7.9B

Sales growthpeer median +17.5%

Gross marginpeer median 69.8%

Operating marginpeer median 23.7%

Net marginpeer median 18.9%

FCF marginpeer median 27.4%

Return on equitypeer median 18.7%

Debt / equitypeer median 0.48

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2017 to FY2026

Revenue as reported in the 10-K.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	$1.6B	$2.1B	$2.8B	$3.6B	$4.3B	$5.1B	$6.2B	$7.3B	$8.4B	$9.6B
MRVL Jan	-	-	-	$2.7B	$3.0B	$4.5B	$5.9B	$5.5B	$5.8B	$8.2B
SNPS Oct	$2.7B	$3.1B	$3.4B	$3.7B	$4.2B	$5.1B	$5.3B	$6.1B	$7.1B	-
PANW Jul	$1.8B	$2.3B	$2.9B	$3.4B	$4.3B	$5.5B	$6.9B	$8.0B	$9.2B	$11.5B
ROP Dec	$4.6B	$5.2B	$4.7B	$4.0B	$4.8B	$5.4B	$6.2B	$7.0B	$7.9B	-
ANET Dec	$1.6B	$2.2B	$2.4B	$2.3B	$2.9B	$4.4B	$5.9B	$7.0B	$9.0B	-
COHR Jun	$972.0M	$1.2B	$1.4B	$3.1B	-	$3.3B	$5.2B	$4.7B	$5.8B	$7.1B
FTNT Dec	$1.5B	$1.8B	$2.2B	$2.6B	$3.3B	$4.4B	$5.3B	$6.0B	$6.8B	-
ADSK Jan	$2.0B	$2.1B	$2.6B	$3.3B	$3.8B	$4.4B	$5.0B	$5.5B	$6.1B	$7.2B
MSI Dec	$6.4B	$7.3B	$7.9B	$7.4B	$8.2B	$9.1B	$10.0B	$10.8B	$11.7B	-
Peer median	$1.9B	$2.2B	$2.7B	$3.3B	$4.0B	$4.5B	$5.9B	$6.1B	$7.1B	$7.7B

Sales growth, FY2017 to FY2026

Revenue against the fiscal year before.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	+36.1%	+36.1%	+31.7%	+28.5%	+19.0%	+19.0%	+21.0%	+16.8%	+16.4%	+13.1%
MRVL Jan	-	-	-	-	+10.0%	+50.3%	+32.7%	−7.0%	+4.7%	+42.1%
SNPS Oct	+12.5%	+14.5%	+7.7%	+9.7%	+14.1%	+20.9%	+15.2%	+15.2%	+15.1%	-
PANW Jul	+27.8%	+29.5%	+27.5%	+17.5%	+24.9%	+29.3%	+25.3%	+16.5%	+14.9%	+24.5%
ROP Dec	+21.6%	+12.7%	+3.4%	+2.7%	+20.2%	+11.1%	+15.0%	+13.9%	+12.3%	-
ANET Dec	+45.8%	+30.7%	+12.1%	−3.9%	+27.2%	+48.6%	+33.8%	+19.5%	+28.6%	-
COHR Jun	+17.5%	+19.2%	+17.6%	+30.5%	-	+6.8%	+55.6%	−8.8%	+23.4%	+22.5%
FTNT Dec	+17.2%	+20.5%	+19.9%	+19.9%	+28.8%	+32.2%	+20.1%	+12.3%	+14.2%	-
ADSK Jan	−18.9%	+1.3%	+25.0%	+27.4%	+15.8%	+15.7%	+14.1%	+9.8%	+11.5%	+17.5%
MSI Dec	+5.7%	+15.1%	+7.4%	−6.0%	+10.2%	+11.5%	+9.5%	+8.4%	+8.0%	-
Peer median	+17.4%	+17.2%	+14.8%	+13.6%	+18.0%	+20.9%	+20.1%	+12.3%	+14.2%	+23.5%

Gross margin, FY2017 to FY2026

Gross profit / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	-	-	-	-	-	-	-	-	-	-
MRVL Jan	-	-	-	50.3%	50.1%	46.3%	50.5%	41.6%	41.3%	51.0%
SNPS Oct	76.0%	76.4%	77.6%	78.4%	79.5%	73.2%	80.6%	79.7%	77.0%	-
PANW Jul	72.6%	71.6%	72.1%	70.7%	70.0%	68.8%	72.3%	74.3%	73.4%	70.4%
ROP Dec	62.2%	63.2%	66.4%	70.3%	70.5%	69.9%	69.7%	69.3%	69.2%	-
ANET Dec	64.5%	63.8%	64.1%	63.9%	63.8%	61.1%	61.9%	64.1%	64.1%	-
COHR Jun	-	-	-	-	-	-	-	-	-	-
FTNT Dec	74.2%	75.0%	76.6%	78.0%	76.6%	75.4%	76.7%	80.6%	80.5%	-
ADSK Jan	83.2%	85.2%	88.9%	90.1%	91.1%	90.5%	90.4%	90.7%	90.6%	91.0%
MSI Dec	47.4%	47.4%	49.8%	48.7%	49.4%	46.4%	49.8%	51.0%	51.7%	-
Peer median	72.6%	71.6%	72.1%	70.5%	70.3%	69.3%	71.0%	71.8%	71.3%	70.4%

Operating margin, FY2017 to FY2026

Operating income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	−22.4%	−14.1%	−16.4%	−13.8%	−5.8%	−2.3%	−3.6%	2.5%	4.9%	7.5%
MRVL Jan	-	-	-	−9.0%	−8.7%	−7.8%	4.0%	−10.3%	−12.5%	16.1%
SNPS Oct	12.8%	11.5%	15.5%	16.8%	17.5%	22.6%	23.9%	22.1%	13.0%	-
PANW Jul	−9.4%	−4.6%	−1.9%	−5.3%	−7.1%	−3.4%	5.6%	8.5%	13.5%	6.1%
ROP Dec	26.3%	26.9%	28.1%	26.9%	25.7%	28.4%	28.2%	28.4%	28.3%	-
ANET Dec	28.6%	12.7%	33.4%	30.2%	31.4%	34.9%	38.5%	42.0%	42.8%	-
COHR Jun	11.9%	11.8%	10.9%	12.9%	-	12.5%	−0.7%	2.0%	-	-
FTNT Dec	7.3%	13.0%	16.2%	20.5%	19.5%	21.9%	23.4%	30.3%	30.7%	-
ADSK Jan	−24.6%	−24.8%	−1.0%	10.5%	16.6%	14.1%	19.8%	20.5%	22.1%	21.9%
MSI Dec	20.1%	17.1%	20.0%	18.7%	20.4%	18.2%	23.0%	24.8%	25.6%	-
Peer median	12.3%	12.3%	15.9%	16.8%	18.5%	18.2%	23.0%	22.1%	23.8%	16.1%

Net margin, FY2017 to FY2026

Net income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	−24.4%	−15.0%	−14.8%	−13.3%	−6.5%	0.6%	−5.9%	19.0%	6.2%	7.3%
MRVL Jan	-	-	-	58.7%	−9.3%	−9.4%	−2.8%	−16.9%	−15.3%	32.6%
SNPS Oct	5.0%	13.9%	15.8%	18.0%	18.0%	19.4%	23.1%	36.9%	18.9%	-
PANW Jul	−11.5%	−5.4%	−2.8%	−7.8%	−11.7%	−4.9%	6.4%	32.1%	12.3%	2.7%
ROP Dec	21.1%	18.2%	37.4%	23.6%	23.8%	84.6%	22.4%	22.0%	19.4%	-
ANET Dec	25.7%	15.3%	35.7%	27.4%	28.5%	30.9%	35.6%	40.7%	39.0%	-
COHR Jun	9.8%	7.6%	7.9%	9.6%	-	7.1%	−5.0%	−3.3%	0.8%	11.3%
FTNT Dec	2.1%	18.6%	15.3%	18.8%	18.2%	19.4%	21.6%	29.3%	27.3%	-
ADSK Jan	−28.7%	−27.6%	−3.1%	6.6%	31.9%	11.3%	16.4%	16.5%	18.1%	15.6%
MSI Dec	−2.4%	13.2%	11.0%	12.8%	15.2%	15.0%	17.1%	14.6%	18.4%	-
Peer median	3.6%	13.5%	13.2%	18.0%	18.1%	15.0%	17.1%	22.0%	18.4%	13.5%

Free cash flow, FY2017 to FY2026

Cash from operations minus capital spending.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	$229.8M	$324.2M	$404.2M	-	-	-	$1.3B	$1.9B	$2.2B	$2.8B
MRVL Jan	-	-	-	$278.4M	$710.5M	$650.1M	$1.1B	$1.0B	$1.4B	$1.4B
SNPS Oct	$562.2M	$325.4M	$602.4M	$836.6M	$1.4B	$1.6B	$1.5B	$1.3B	$1.3B	-
PANW Jul	$705.4M	$926.1M	$924.4M	$821.3M	$1.4B	$1.8B	$2.6B	$3.1B	$3.5B	$4.1B
ROP Dec	$1.2B	$1.4B	-	-	-	-	-	-	-	-
ANET Dec	$616.3M	$479.3M	$947.3M	$719.7M	$951.1M	$448.2M	$2.0B	$3.7B	$4.3B	-
COHR Jun	−$19.9M	$7.6M	$41.4M	$428.0M	-	$99.0M	$198.0M	$198.9M	$192.8M	−$1.0B
FTNT Dec	$459.1M	$585.9M	$715.8M	$957.8M	$1.2B	$1.4B	$1.7B	$1.9B	$2.2B	-
ADSK Jan	-	-	$310.1M	$1.4B	$1.3B	$1.5B	$2.0B	$1.3B	$1.6B	$2.4B
MSI Dec	$1.1B	$878.0M	$1.6B	$1.4B	$1.6B	$1.6B	$1.8B	$2.1B	$2.6B	-
Peer median	$616.3M	$585.9M	$715.8M	$828.9M	$1.3B	$1.5B	$1.8B	$1.6B	$1.9B	$1.9B

FCF margin, FY2017 to FY2026

Free cash flow / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	14.6%	15.1%	14.3%	-	-	-	20.8%	26.4%	26.0%	29.1%
MRVL Jan	-	-	-	10.3%	23.9%	14.6%	18.3%	18.8%	24.2%	17.0%
SNPS Oct	20.6%	10.4%	17.9%	22.7%	33.3%	31.5%	28.5%	20.7%	19.1%	-
PANW Jul	40.0%	40.7%	31.9%	24.1%	32.6%	32.6%	38.2%	38.6%	37.6%	35.8%
ROP Dec	25.7%	26.6%	-	-	-	-	-	-	-	-
ANET Dec	37.4%	22.3%	39.3%	31.1%	32.3%	10.2%	34.1%	52.5%	47.2%	-
COHR Jun	−2.0%	0.7%	3.0%	13.8%	-	3.0%	3.8%	4.2%	3.3%	−14.4%
FTNT Dec	30.7%	32.5%	33.1%	36.9%	36.0%	32.8%	32.6%	31.6%	32.7%	-
ADSK Jan	-	-	12.1%	41.6%	35.5%	33.6%	40.6%	23.3%	25.6%	33.4%
MSI Dec	17.5%	12.0%	20.0%	18.8%	19.5%	17.2%	17.9%	19.7%	22.0%	-
Peer median	25.7%	22.3%	20.0%	23.4%	32.6%	24.4%	30.6%	22.0%	24.9%	25.2%

Return on equity, FY2017 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	−30.1%	−20.3%	−21.4%	−19.3%	−8.6%	0.6%	−6.6%	17.1%	5.8%	8.9%
MRVL Jan	-	-	-	18.3%	−3.3%	−2.7%	−1.0%	−6.3%	−6.6%	18.7%
SNPS Oct	4.2%	12.4%	13.0%	13.5%	14.3%	17.9%	20.0%	25.2%	4.7%	-
PANW Jul	−26.7%	−10.5%	−5.2%	−24.2%	−78.6%	−127.1%	25.2%	49.9%	14.5%	1.1%
ROP Dec	14.2%	12.2%	18.6%	9.1%	10.0%	28.3%	7.9%	8.2%	7.7%	-
ANET Dec	25.5%	15.3%	29.7%	19.1%	21.1%	27.7%	28.9%	28.5%	28.4%	-
COHR Jun	10.6%	8.6%	9.5%	8.7%	-	6.5%	−5.2%	−3.0%	0.9%	7.4%
FTNT Dec	5.2%	32.7%	24.7%	57.1%	77.6%	n/m	n/m	116.8%	149.8%	-
ADSK Jan	−79.3%	n/m	n/m	n/m	125.2%	58.5%	71.9%	48.8%	42.4%	36.9%
MSI Dec	n/m	n/m	n/m	n/m	n/m	n/m	n/m	92.6%	89.4%	-
Peer median	5.2%	12.3%	15.8%	13.5%	14.3%	17.9%	20.0%	28.5%	14.5%	13.0%

Debt / equity, FY2017 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	-	-	-	0.51	0.55	0.41	0.53	0.37	0.33	0.38
MRVL Jan	-	-	-	-	0.17	0.29	0.32	0.29	0.31	0.35
SNPS Oct	0.04	0.13	0.03	0.03	0.02	0.00	0.00	0.00	0.48	-
PANW Jul	0.69	1.65	0.90	2.80	5.08	17.51	1.14	-	-	-
ROP Dec	0.75	0.64	0.56	0.91	0.69	0.42	0.36	0.40	0.47	-
ANET Dec	-	-	-	-	-	-	-	-	-	-
COHR Jun	0.38	0.43	0.41	0.40	-	0.64	0.86	0.79	0.65	0.30
FTNT Dec	-	-	-	0.00	1.26	n/m	n/m	0.67	0.81	-
ADSK Jan	1.49	n/m	n/m	n/m	1.71	3.12	2.01	1.24	0.88	0.82
MSI Dec	n/m	n/m	n/m	n/m	n/m	n/m	8.31	3.52	3.80	-
Peer median	0.69	0.53	0.48	0.40	0.97	0.53	0.86	0.67	0.65	0.35

EPS (diluted), FY2017 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
WDAY Jan	−$1.94	−$1.55	−$1.93	−$2.12	−$1.19	$0.12	−$1.44	$5.21	$1.95	$2.59
MRVL Jan	-	-	-	$2.34	−$0.41	−$0.53	−$0.19	−$1.08	−$1.02	$3.07
SNPS Oct	$0.88	$2.82	$3.45	$4.27	$4.81	$6.29	$7.92	$14.51	$8.04	-
PANW Jul	−$0.37	−$0.22	−$0.14	−$0.46	−$0.86	−$0.45	$0.64	$3.64	$1.60	$0.40
ROP Dec	$9.39	$9.05	$16.82	$8.98	$10.82	$42.55	$12.89	$14.35	$14.20	-
ANET Dec	$0.33	$0.25	$0.67	$0.50	$0.66	$1.07	$1.65	$2.23	$2.75	-
COHR Jun	$1.48	$1.35	$1.63	$2.37	-	$1.45	−$2.93	−$1.84	−$0.52	$4.12
FTNT Dec	$0.04	$0.38	$0.38	$0.58	$0.73	$1.06	$1.46	$2.26	$2.42	-
ADSK Jan	−$2.61	−$2.58	−$0.37	$0.96	$5.44	$2.24	$3.78	$4.19	$5.12	$5.23
MSI Dec	−$0.95	$5.62	$4.95	$5.45	$7.17	$7.93	$9.93	$9.23	$12.75	-
Peer median	$0.19	$0.87	$1.15	$2.34	$2.77	$1.45	$1.65	$3.64	$2.75	$3.59

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out WDAY and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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