Autodesk, Inc.

Latest Report Overview

Autodesk Inc (ADSK) reported For the quarterly period ended July 31, 2026 (Issuer fiscal Q2 FY2027) revenue of $2,046 million with diluted EPS of $2.33 and net income of $492 million. Operating margin was 29.2%, and free cash flow was $554 million for the period. Management commentary highlighted sustained healthy demand across core AEC and manufacturing sectors, driven by accelerated adoption of cloud-based collaboration platforms and resilient enterprise subscription renewals. Operating performance demonstrated strong cost discipline and continued scalability, with operating margins expanding to 29.2% compared to prior periods. Liquidity and capital return programs remained active during the quarter, with the company executing $453 million in common stock repurchases while maintaining a solid cash and cash equivalents balance of $4,098 million against total debt of $3,478 million.

Key Takeaways for Autodesk Inc

• Autodesk reported Q2 FY2027 revenue of $2,046 million, representing a 16.1% YoY increase driven by strong enterprise subscription adoption.
• Diluted EPS reached $2.33 for the quarter, with net income expanding to $492 million and operating margins robust at 29.2%.
• Free cash flow remained strong at $554 million, supported by operating cash flow of $575 million.
• The company actively executed its share repurchase program, buying back $453 million of common stock during the quarter.
• Gross margins remained exceptionally high at 91.4%, reflecting the inherent pricing power and software-scaling advantages of Autodesk's subscription model.
• Balance sheet liquidity remains solid with $4,098 million in cash and cash equivalents against $3,478 million in total debt.

What Does Autodesk Inc Do?

Autodesk Inc is a global leader in 3D design, engineering, and entertainment software, providing mission-critical solutions that enable customers to imagine, design, and make anything. Its product portfolio spans architecture, engineering, and construction (AEC), product design and manufacturing (PD&M), and media and entertainment (M&E), featuring flagship brands such as AutoCAD, Revit, Inventor, Maya, and Fusion 360. Customers range from individual professionals and small-to-medium businesses (SMBs) to massive multinational enterprises, government agencies, and educational institutions across more than 180 countries. The business model is characterized by high technological barriers to entry, proprietary file format ecosystems, and deeply entrenched workflows that make Autodesk an indispensable system of record for physical infrastructure, building design, and digital manufacturing. With thousands of employees globally and multi-billion-dollar scale, Autodesk's transition from traditional perpetual licenses to a cloud-based subscription model has transformed its revenue predictability and customer retention.