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Side-by-side financial comparison of NEWELL BRANDS INC. (NWL) 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 $1.9B, roughly 1.3× NEWELL BRANDS INC.). Workday, Inc. runs the higher net margin — 10.4% vs -16.6%, a 27.0% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -2.7%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $91.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 7.1%).
Newell Brands Inc. is an American conglomerate of consumer and commercial products. The company's brands and products include Rubbermaid storage/or waste disposal containers; home organization and reusable container products; Contigo and Bubba water bottles; Coleman outdoor products; writing instruments glue ; children's products ; cookware and small appliances and fragrance products.
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.
NWL vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.4B |
| Net Profit | $-315.0M | $252.0M |
| Gross Margin | 33.1% | — |
| Operating Margin | -14.3% | 10.6% |
| Net Margin | -16.6% | 10.4% |
| Revenue YoY | -2.7% | 12.6% |
| Net Profit YoY | -483.3% | 30.6% |
| EPS (diluted) | $-0.75 | $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.
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $2.0B | $2.0B | ||
| Q1 24 | $1.7B | $1.9B |
| Q4 25 | $-315.0M | $252.0M | ||
| Q3 25 | $21.0M | $228.0M | ||
| Q2 25 | $46.0M | $68.0M | ||
| Q1 25 | $-37.0M | $94.0M | ||
| Q4 24 | $-54.0M | $193.0M | ||
| Q3 24 | $-198.0M | $132.0M | ||
| Q2 24 | $45.0M | $107.0M | ||
| Q1 24 | $-9.0M | $1.2B |
| Q4 25 | 33.1% | — | ||
| Q3 25 | 34.1% | — | ||
| Q2 25 | 35.4% | — | ||
| Q1 25 | 32.1% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 34.9% | — | ||
| Q2 24 | 34.4% | — | ||
| Q1 24 | 30.5% | — |
| Q4 25 | -14.3% | 10.6% | ||
| Q3 25 | 6.6% | 10.6% | ||
| Q2 25 | 8.8% | 1.7% | ||
| Q1 25 | 1.3% | 3.4% | ||
| Q4 24 | 0.5% | 7.6% | ||
| Q3 24 | -6.2% | 5.3% | ||
| Q2 24 | 8.0% | 3.2% | ||
| Q1 24 | 1.0% | 4.1% |
| Q4 25 | -16.6% | 10.4% | ||
| Q3 25 | 1.2% | 9.7% | ||
| Q2 25 | 2.4% | 3.0% | ||
| Q1 25 | -2.4% | 4.3% | ||
| Q4 24 | -2.8% | 8.9% | ||
| Q3 24 | -10.2% | 6.3% | ||
| Q2 24 | 2.2% | 5.4% | ||
| Q1 24 | -0.5% | 61.8% |
| Q4 25 | $-0.75 | $0.94 | ||
| Q3 25 | $0.05 | $0.84 | ||
| Q2 25 | $0.11 | $0.25 | ||
| Q1 25 | $-0.09 | $0.34 | ||
| Q4 24 | $-0.13 | $0.72 | ||
| Q3 24 | $-0.48 | $0.49 | ||
| Q2 24 | $0.11 | $0.40 | ||
| Q1 24 | $-0.02 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $203.0M | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $8.9B |
| Total Assets | $10.7B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $203.0M | $6.8B | ||
| Q3 25 | $229.0M | $8.2B | ||
| Q2 25 | $219.0M | $8.0B | ||
| Q1 25 | $233.0M | $8.0B | ||
| Q4 24 | $198.0M | $7.2B | ||
| Q3 24 | $494.0M | $7.4B | ||
| Q2 24 | $382.0M | $7.2B | ||
| Q1 24 | $372.0M | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $2.4B | $8.9B | ||
| Q3 25 | $2.7B | $9.2B | ||
| Q2 25 | $2.7B | $8.9B | ||
| Q1 25 | $2.7B | $9.0B | ||
| Q4 24 | $2.8B | $8.6B | ||
| Q3 24 | $2.9B | $8.3B | ||
| Q2 24 | $3.1B | $8.2B | ||
| Q1 24 | $3.1B | $8.1B |
| Q4 25 | $10.7B | $17.8B | ||
| Q3 25 | $11.3B | $18.0B | ||
| Q2 25 | $11.5B | $17.2B | ||
| Q1 25 | $11.3B | $18.0B | ||
| Q4 24 | $11.0B | $16.4B | ||
| Q3 24 | $11.8B | $16.2B | ||
| Q2 24 | $12.0B | $15.9B | ||
| Q1 24 | $12.1B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 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 | $161.0M | $588.0M |
| Free Cash FlowOCF − Capex | $91.0M | $550.0M |
| FCF MarginFCF / Revenue | 4.8% | 22.6% |
| Capex IntensityCapex / Revenue | 3.7% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $17.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $161.0M | $588.0M | ||
| Q3 25 | $374.0M | $616.0M | ||
| Q2 25 | $-58.0M | $457.0M | ||
| Q1 25 | $-213.0M | $1.1B | ||
| Q4 24 | $150.0M | $406.0M | ||
| Q3 24 | $282.0M | $571.0M | ||
| Q2 24 | $32.0M | $372.0M | ||
| Q1 24 | $32.0M | $995.6M |
| Q4 25 | $91.0M | $550.0M | ||
| Q3 25 | $315.0M | $588.0M | ||
| Q2 25 | $-117.0M | $421.0M | ||
| Q1 25 | $-272.0M | $1.0B | ||
| Q4 24 | $54.0M | $359.0M | ||
| Q3 24 | $231.0M | $516.0M | ||
| Q2 24 | $-21.0M | $291.0M | ||
| Q1 24 | $-27.0M | $947.6M |
| Q4 25 | 4.8% | 22.6% | ||
| Q3 25 | 17.4% | 25.0% | ||
| Q2 25 | -6.0% | 18.8% | ||
| Q1 25 | -17.4% | 46.4% | ||
| Q4 24 | 2.8% | 16.6% | ||
| Q3 24 | 11.9% | 24.7% | ||
| Q2 24 | -1.0% | 14.6% | ||
| Q1 24 | -1.6% | 49.3% |
| Q4 25 | 3.7% | 1.6% | ||
| Q3 25 | 3.3% | 1.2% | ||
| Q2 25 | 3.0% | 1.6% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.9% | 2.2% | ||
| Q3 24 | 2.6% | 2.6% | ||
| Q2 24 | 2.6% | 4.1% | ||
| Q1 24 | 3.6% | 2.5% |
| Q4 25 | — | 2.33× | ||
| Q3 25 | 17.81× | 2.70× | ||
| Q2 25 | -1.26× | 6.72× | ||
| Q1 25 | — | 11.83× | ||
| Q4 24 | — | 2.10× | ||
| Q3 24 | — | 4.33× | ||
| Q2 24 | 0.71× | 3.48× | ||
| Q1 24 | — | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
