Workiva swings to profitability with $13.4M Q2 net income; new SEC/EU regulatory risks disclosed

Filed August 4, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 31, 2025 · ~2 min read

Key Changes

• high

  Net income swung from a $19.4M loss in Q2 FY25 to $13.4M income in Q2 FY26, driven by 18.6% revenue growth and improved operating leverage. Operating income turned positive at $255.3M versus a $22.1M loss YoY, marking the company's first profitable quarter from operations.

  MD&A: Profitability Milestone verify on EDGAR →
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  SEC has proposed allowing public companies to elect semiannual reporting (Form 10-S) instead of quarterly (Form 10-Q). If adopted and widely elected, this could reduce demand for Workiva's quarterly-reporting solutions, a core use case.

  MD&A: SEC Regulatory Uncertainty verify on EDGAR →
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  EU's Omnibus Directive (effective March 18, 2026) revised CSRD scoping thresholds and removed the climate transition plan requirement. Implementation varies by Member State, and a mandated scope-review process could further recalibrate CSRD applicability, contributing to uncertainty among customers and slowing adoption of sustainability solutions.

  MD&A: EU Sustainability Regulation verify on EDGAR →