ADSK
Autodesk, Inc.293.98
-0.33-0.11%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
62.62BP/E (TTM)
57.19Basic EPS (TTM)
5.14Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
Autodesk posted solid Q2 FY2026 results, with net revenue climbing 17% year-over-year to $1.76B, fueled by 18% subscription growth amid strong renewals and cloud uptake in AECO and manufacturing segments. Operating income rose 29% to $444M, lifting margins to 25%, while diluted EPS hit $1.46, up 12%—all reconciled neatly against 215M shares with no anti-dilution flags. Cash swelled to $2.0B, free cash flow (derived) surged 45% to $1.0B on robust operations minus slim capex, and total debt stood at $2.48B after swapping $300M short-term notes for longer 5.3% issuance due 2035. Restructuring under the 2026 Plan notched $111M YTD charges to sharpen AI and cloud focus. Yet competition in design software keeps pressure on pricing and market share.
8-K
Autodesk Q2 revenue up 17%
Autodesk reported Q2 fiscal 2026 revenue of $1.76 billion, up 17% year-over-year, driven by 23% growth in AECO amid data center and infrastructure investments offsetting commercial softness. Billings surged 36% to $1.678 billion, with non-GAAP EPS at $2.62, up $0.47. The company raised full-year guidance to $7.025-$7.075 billion in revenue and $9.80-$9.98 non-GAAP EPS, while closing SEC and USAO probes into past practices. Strong recurring revenue signals resilience, yet restructuring costs loom.
8-K
Autodesk's strategic update
Autodesk affirmed its strategic focus on July 14, 2025, emphasizing cloud, platform, and AI advancements while optimizing sales and marketing for improved margins. The company plans to allocate growing free cash flow toward organic investments, targeted acquisitions, and share repurchases. Yet risks like economic volatility and execution challenges loom large.
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