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Side-by-side financial comparison of Eastman Chemical Company (EMN) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $2.0B, roughly 1.2× Eastman Chemical Company). Workday, Inc. runs the higher net margin — 10.4% vs 5.3%, a 5.0% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -13.8%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs -8.6%).
Eastman Chemical Company is an American chemical products manufacturer based in Kingsport, Tennessee. Founded in 1920, it was formerly a subsidiary of Kodak until 1994. The company is an independent global specialty materials company that produces a broad range of advanced materials, chemicals and fibers for everyday purposes. It operates 36 manufacturing sites worldwide and employs approximately 14,000 people. In 2023, Eastman had sales revenue of approximately $9.21 billion.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
EMN vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.4B |
| Net Profit | $105.0M | $252.0M |
| Gross Margin | 17.1% | — |
| Operating Margin | — | 10.6% |
| Net Margin | 5.3% | 10.4% |
| Revenue YoY | -13.8% | 12.6% |
| Net Profit YoY | -42.3% | 30.6% |
| EPS (diluted) | $0.93 | $0.94 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $2.2B | $2.3B | ||
| Q2 25 | $2.3B | $2.2B | ||
| Q1 25 | $2.3B | $2.2B | ||
| Q4 24 | $2.2B | $2.2B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B |
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $252.0M | ||
| Q3 25 | $47.0M | $228.0M | ||
| Q2 25 | $140.0M | $68.0M | ||
| Q1 25 | $182.0M | $94.0M | ||
| Q4 24 | $330.0M | $193.0M | ||
| Q3 24 | $180.0M | $132.0M | ||
| Q2 24 | $230.0M | $107.0M |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 10.6% | ||
| Q3 25 | 6.1% | 10.6% | ||
| Q2 25 | 7.4% | 1.7% | ||
| Q1 25 | 11.0% | 3.4% | ||
| Q4 24 | 13.2% | 7.6% | ||
| Q3 24 | 11.4% | 5.3% | ||
| Q2 24 | 12.1% | 3.2% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 10.4% | ||
| Q3 25 | 2.1% | 9.7% | ||
| Q2 25 | 6.1% | 3.0% | ||
| Q1 25 | 7.9% | 4.3% | ||
| Q4 24 | 14.7% | 8.9% | ||
| Q3 24 | 7.3% | 6.3% | ||
| Q2 24 | 9.7% | 5.4% |
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $0.94 | ||
| Q3 25 | $0.40 | $0.84 | ||
| Q2 25 | $1.20 | $0.25 | ||
| Q1 25 | $1.57 | $0.34 | ||
| Q4 24 | $2.81 | $0.72 | ||
| Q3 24 | $1.53 | $0.49 | ||
| Q2 24 | $1.94 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.0B | $8.9B |
| Total Assets | $14.9B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | $837.0M | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B |
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $8.9B | ||
| Q3 25 | $5.8B | $9.2B | ||
| Q2 25 | $5.8B | $8.9B | ||
| Q1 25 | $5.9B | $9.0B | ||
| Q4 24 | $5.8B | $8.6B | ||
| Q3 24 | $5.7B | $8.3B | ||
| Q2 24 | $5.6B | $8.2B |
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $17.8B | ||
| Q3 25 | $15.0B | $18.0B | ||
| Q2 25 | $15.2B | $17.2B | ||
| Q1 25 | $15.0B | $18.0B | ||
| Q4 24 | $15.2B | $16.4B | ||
| Q3 24 | $15.1B | $16.2B | ||
| Q2 24 | $14.9B | $15.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $588.0M | ||
| Q3 25 | $402.0M | $616.0M | ||
| Q2 25 | $233.0M | $457.0M | ||
| Q1 25 | $-167.0M | $1.1B | ||
| Q4 24 | $540.0M | $406.0M | ||
| Q3 24 | $396.0M | $571.0M | ||
| Q2 24 | $367.0M | $372.0M |
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $550.0M | ||
| Q3 25 | $265.0M | $588.0M | ||
| Q2 25 | $83.0M | $421.0M | ||
| Q1 25 | $-314.0M | $1.0B | ||
| Q4 24 | $361.0M | $359.0M | ||
| Q3 24 | $276.0M | $516.0M | ||
| Q2 24 | $252.0M | $291.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 22.6% | ||
| Q3 25 | 12.0% | 25.0% | ||
| Q2 25 | 3.6% | 18.8% | ||
| Q1 25 | -13.7% | 46.4% | ||
| Q4 24 | 16.1% | 16.6% | ||
| Q3 24 | 11.2% | 24.7% | ||
| Q2 24 | 10.7% | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 1.6% | ||
| Q3 25 | 6.2% | 1.2% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 6.4% | 3.9% | ||
| Q4 24 | 8.0% | 2.2% | ||
| Q3 24 | 4.9% | 2.6% | ||
| Q2 24 | 4.9% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 2.33× | ||
| Q3 25 | 8.55× | 2.70× | ||
| Q2 25 | 1.66× | 6.72× | ||
| Q1 25 | -0.92× | 11.83× | ||
| Q4 24 | 1.64× | 2.10× | ||
| Q3 24 | 2.20× | 4.33× | ||
| Q2 24 | 1.60× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EMN
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
