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Autodesk (DE:AUD)
XETRA:AUD
Earnings Data
Report Date
May 21, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
2.38Last Year’s EPS
1.94Same Quarter Last Year
Strong Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strong operational and financial quarter with robust revenue and billings growth, expanding non-GAAP margins, healthy free cash flow and aggressive AI and cloud strategy execution. Those positives were tempered by a sizeable restructuring charge, planned customer-facing sales reorganizations that introduce short-term disruption risk (explicitly priced into guidance), cash restructuring outflows, and some transparency and comparability headwinds from the new transaction model and disclosure changes. Overall the company portrays confidence in long-term AI- and platform-driven monetization while acknowledging near-term execution and timing risks.Company Guidance
Top-Line Growth
Total revenue grew 19% year-over-year (reported and constant currency). Excluding the new transaction model contribution (~$137M), revenue grew ~14% in constant currency.
Billings Strength
Billings increased 33% as reported and 30% in constant currency. The new transaction model contributed approximately $185M; billings grew ~32% in constant currency excluding the new transaction model.
Margins and Profitability
Q4 non-GAAP operating margin was 38%, up 120 basis points year-over-year. GAAP operating margin for the quarter was 22%.
Free Cash Flow and Capital Returns
Q4 free cash flow was $972M. Fiscal '26 share repurchases totaled ~$1.4B; in Q4 Autodesk repurchased ~1.1M shares for $333M, reducing shares outstanding by ~2.1M.
Fiscal '27 Financial Guidance
Management guided fiscal '27 billings of $8.48B–$8.58B, revenue of $8.10B–$8.17B, GAAP operating margin 26%–28%, non-GAAP operating margin 38.5%–39%, and free cash flow $2.7B–$2.8B.
Cloud & AI Strategic Positioning
Autodesk completed final phase of go-to-market optimization, emphasized decade-plus investment in cloud/AI, highlighted Autodesk Platform Services (APS) and plans to roll out agentic AI capabilities combining frontier and proprietary models.
Commercial & AECO Momentum and Customer Wins
Strength in AECO (construction, infrastructure, industrial buildings) and manufacturing with notable customer wins: Prestige Group (India), a major U.S. utility win, hyperscaler partnership, global pharma engagement, Arup expansion, three ENR Top 400 contractors adopting Forma for Construction, and multiple manufacturing customers consolidating on Autodesk solutions.
AI Product Adoption — Fusion AutoConstrain
Fusion AutoConstrain usage increased to over 3.8 million constraints this quarter (from 2.6M last quarter, ~46% increase). Acceptance rate of AutoConstrain suggestions to commercial users grew to almost two-thirds, and 90% of those sketches are fully constrained.
Consumption Mix Stability
Consumption-based revenue mix remained roughly flat vs. prior year at ~17% of revenue (EBAs ~15%, Flex/usage ~2%).
Operating Expense Discipline
Management expects stock-based compensation to fall below 10% of revenue in fiscal '27 and highlighted ongoing cost discipline contributing to margin expansion.
DE:AUD Earnings History
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
DE:AUD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | €195.02 | €207.80 | +6.55% |
Nov 25, 2025 | €255.30 | €274.75 | +7.62% |
Aug 28, 2025 | €246.60 | €267.10 | +8.31% |
May 23, 2025 | €263.45 | €260.40 | -1.16% |
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.
FAQ
When does Autodesk (DE:AUD) report earnings?
Autodesk (DE:AUD) is schdueled to report earning on May 21, 2026, After Close (Confirmed).
What is Autodesk (DE:AUD) earnings time?
Autodesk (DE:AUD) earnings time is at May 21, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Autodesk stock?
The P/E ratio of Autodesk is N/A.
What is DE:AUD EPS forecast?
DE:AUD EPS forecast for the fiscal quarter 2027 (Q1) is 2.38.
