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Side-by-side financial comparison of OLD REPUBLIC INTERNATIONAL CORP (ORI) 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 $2.4B, roughly 1.0× OLD REPUBLIC INTERNATIONAL CORP). OLD REPUBLIC INTERNATIONAL CORP runs the higher net margin — 13.8% vs 10.4%, a 3.4% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 6.7%). Over the past eight quarters, OLD REPUBLIC INTERNATIONAL CORP's revenue compounded faster (13.2% CAGR vs 12.5%).
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
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.
ORI vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.4B | $2.4B |
| Net Profit | $330.0M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | — | 10.6% |
| Net Margin | 13.8% | 10.4% |
| Revenue YoY | 6.7% | 12.6% |
| Net Profit YoY | -145.5% | 30.6% |
| EPS (diluted) | — | $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 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.4B | $2.3B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.0B | $2.2B | ||
| Q3 24 | $2.3B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | $330.0M | — | ||
| Q4 25 | $206.5M | $252.0M | ||
| Q3 25 | $279.5M | $228.0M | ||
| Q2 25 | $204.4M | $68.0M | ||
| Q1 25 | $245.0M | $94.0M | ||
| Q4 24 | $105.3M | $193.0M | ||
| Q3 24 | $338.9M | $132.0M | ||
| Q2 24 | $91.8M | $107.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.6% | ||
| Q3 25 | 14.6% | 10.6% | ||
| Q2 25 | 11.8% | 1.7% | ||
| Q1 25 | 14.6% | 3.4% | ||
| Q4 24 | — | 7.6% | ||
| Q3 24 | 18.2% | 5.3% | ||
| Q2 24 | 6.1% | 3.2% |
| Q1 26 | 13.8% | — | ||
| Q4 25 | 8.6% | 10.4% | ||
| Q3 25 | 11.5% | 9.7% | ||
| Q2 25 | 9.3% | 3.0% | ||
| Q1 25 | 11.6% | 4.3% | ||
| Q4 24 | 5.3% | 8.9% | ||
| Q3 24 | 14.5% | 6.3% | ||
| Q2 24 | 4.9% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | $0.82 | $0.94 | ||
| Q3 25 | $1.11 | $0.84 | ||
| Q2 25 | $0.81 | $0.25 | ||
| Q1 25 | $0.98 | $0.34 | ||
| Q4 24 | $0.42 | $0.72 | ||
| Q3 24 | $1.32 | $0.49 | ||
| Q2 24 | $0.35 | $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 | — | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.9M | $8.9B |
| Total Assets | $29.6M | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $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 | $5.9M | — | ||
| Q4 25 | $5.9B | $8.9B | ||
| Q3 25 | $6.4B | $9.2B | ||
| Q2 25 | $6.2B | $8.9B | ||
| Q1 25 | $5.9B | $9.0B | ||
| Q4 24 | $5.6B | $8.6B | ||
| Q3 24 | $6.4B | $8.3B | ||
| Q2 24 | $6.0B | $8.2B |
| Q1 26 | $29.6M | — | ||
| Q4 25 | $29.9B | $17.8B | ||
| Q3 25 | $30.3B | $18.0B | ||
| Q2 25 | $29.3B | $17.2B | ||
| Q1 25 | $28.0B | $18.0B | ||
| Q4 24 | $27.8B | $16.4B | ||
| Q3 24 | $28.8B | $16.2B | ||
| Q2 24 | $27.5B | $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 | $234.9M | $588.0M | ||
| Q3 25 | $563.9M | $616.0M | ||
| Q2 25 | $133.8M | $457.0M | ||
| Q1 25 | $231.7M | $1.1B | ||
| Q4 24 | $361.7M | $406.0M | ||
| Q3 24 | $474.8M | $571.0M | ||
| Q2 24 | $236.5M | $372.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.14× | 2.33× | ||
| Q3 25 | 2.02× | 2.70× | ||
| Q2 25 | 0.65× | 6.72× | ||
| Q1 25 | 0.95× | 11.83× | ||
| Q4 24 | 3.43× | 2.10× | ||
| Q3 24 | 1.40× | 4.33× | ||
| Q2 24 | 2.58× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORI
| operating | $2.2B | 92% |
| net investment gains | $201.8M | 8% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
