The earnings call reflects a strong financial performance with significant growth in revenue and operating margins. Increased guidance and robust cash flow indicate a positive outlook despite some macroeconomic uncertainties and anticipated tough comparisons in the future.

Company Guidance

In the recent earnings call, Autodesk provided detailed financial guidance for fiscal year 2026, highlighting several key metrics. The company surpassed expectations in the second quarter with revenue and non-GAAP earnings per share exceeding the upper end of guidance ranges. Billings increased by 36% as reported and 34% in constant currency, reflecting a significant shift to annual billings for most multiyear contracts and the transition to a new transaction model. Total revenue grew by 17% as reported and 18% in constant currency, while free cash flow reached $451 million. Autodesk raised its full-year guidance, expecting billings between $7.355 billion and $7.445 billion, revenue between $7.025 billion and $7.075 billion, and non-GAAP operating margin to approximately 37%. Additionally, the company increased its share repurchase targets to between $1.2 billion and $1.3 billion. Autodesk is focused on driving long-term shareholder value through strategic investments in cloud, platform, and AI, while also optimizing sales and marketing efforts to enhance operating margins.

Strong Financial Performance

Autodesk delivered strong Q2 results with revenue and non-GAAP earnings per share topping the higher end of guidance ranges. Revenue grew 17% as reported and 18% in constant currency.

Increased Guidance

Autodesk raised its full-year guidance for billings to $7.355 billion to $7.445 billion and revenue to $7.025 billion to $7.075 billion.

Operating Margin Improvements

Second quarter GAAP and non-GAAP operating margins increased to 25% and 39%, with expectations of reaching 41% in fiscal '29.

Free Cash Flow Growth

Free cash flow for Q2 was $451 million, benefiting from earlier billing timings, with full-year guidance raised by $88 million to $2.2 billion to $2.275 billion.

Strong AECO and Construction Growth

Strength in AECO driven by sustained investment in data centers, infrastructure, and industrial buildings.

Autodesk (ADSK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ADSK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 25, 2025	2026 (Q3)	2.50 / -	2.17	―	―	―
Aug 28, 2025	2026 (Q2)	2.45 / 2.62	2.15	21.86% (+0.47)
May 23, 2025	2026 (Q1)	2.15 / 2.29	1.87	22.46% (+0.42)
Feb 27, 2025	2025 (Q4)	2.14 / 2.29	2.09	9.57% (+0.20)
Nov 26, 2024	2025 (Q3)	2.12 / 2.17	2.07	4.83% (+0.10)
Aug 29, 2024	2025 (Q2)	2.00 / 2.15	1.91	12.57% (+0.24)
Jun 11, 2024	2025 (Q1)	1.80 / 1.87	1.55	20.65% (+0.32)
Feb 29, 2024	2024 (Q4)	1.95 / 2.09	1.86	12.37% (+0.23)
Nov 21, 2023	2024 (Q3)	1.99 / 2.07	1.7	21.76% (+0.37)
Aug 23, 2023	2024 (Q2)	1.78 / 1.91	1.65	15.76% (+0.26)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADSK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$288.49	$314.70	+9.09%
May 23, 2025	$295.35	$300.36	+1.70%
Feb 27, 2025	$282.35	$274.21	-2.88%
Nov 26, 2024	$317.96	$290.64	-8.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.