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Jul 31, 2025
Autodesk Q2 2026 Earnings Report
Autodesk posted strong Q2 FY26 results with higher revenue, profitability, and cash flow, driven by AECO strength and strong upfront revenue.
Key Takeaways
Autodesk reported $1.76B in revenue and $313M in net income for Q2 FY26. The company exceeded expectations with strong billings and cash flow and raised its full-year guidance.
Revenue reached $1.76B, up from $1.505B a year earlier.
Net income increased to $313M with GAAP EPS of $1.46.
Free cash flow surged to $451M, up 122% YoY.
The AECO segment led revenue growth, rising 23% YoY.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Autodesk raised full-year FY26 guidance, citing strong first-half performance and favorable FX trends, while maintaining a cautious macroeconomic outlook.
Positive Outlook
- Full-year revenue guidance raised to $7.025B–$7.075B.
- Non-GAAP EPS raised to $9.80–$9.98.
- Free cash flow outlook increased to $2.2B–$2.275B.
- Stronger than expected upfront revenue and linearity.
- AI platform and cloud ecosystem support growth trajectory.
Challenges Ahead
- Macroeconomic assumptions remain unchanged.
- Commercial segment softness persists.
- Ongoing restructuring costs impact margin.
- Transition to new transaction model creates billing uncertainty.
- Heavy reliance on AECO and infrastructure investment trends.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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