Citable filing context
ADSK's research view summarizes recent SEC filing context, starting with debt_offering from Sep 10, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 10, 2026 | debt_offering | Autodesk agreed to issue $1.0 billion of senior notes to repay an existing term loan. |
| Aug 27, 2026 | earnings | Autodesk reported fiscal 2027 second quarter revenue of $2.05 billion, representing 16 percent year-over-year growth. |
| Aug 3, 2026 | acquisition | Autodesk completed the acquisition of MaintainX Inc. on August 3, 2026. |
| Aug 27, 2026 | Guidance: billings | 8575.00 to 8650.00 |
| Aug 27, 2026 | Guidance: free_cash_flow | 2725.00 to 2750.00 |
| Aug 27, 2026 | Guidance: gaap_eps | 1.57 to 1.87 |
| Aug 28, 2026 | mda_quarterly | Autodesk generated net revenue of $2.05 billion in the second quarter of fiscal 2027, up 16% year-over-year (14% in constant currency), driven by expanding subscription adoption. Recurring revenue comprised 97% of net revenue, while the net revenue retention rate remained near the upper bound of its 100% to 110% target range. Remaining performance obligations stood at $7.43 billion. By product family, Architecture, Engineering, Construction, and Operations (AECO) grew 17% to $1.03 billion, propelled by AEC Collections, Forma, and Revit. Manufacturing revenue rose 15% to $385 million, supported by cloud platform Fusion, while Make products grew 26% to $244 million. The company continues to shift toward direct sales models, reducing revenue concentration from primary distributor TD Synnex to 8% from 16% a year ago. Subsequent to quarter-end, Autodesk acquired MaintainX for approximately $3.6 billion net of cash to expand asset operations and frontline maintenance management capabilities. The acquisition was funded via cash on hand, a $1 billion term loan draw, and borrowings under a newly established commercial paper program. Six-month operating cash flow increased to $1.47 billion, supported by $4.36 billion in total liquidity at quarter end, while share buybacks totaled $901 million. Core strategic investments focus on agentic AI and cloud platforms (Forma, Fusion, Flow). Key risks include foreign exchange headwinds, geopolitical instability, supply chain disruptions, and integration costs. |
| May 29, 2026 | mda_quarterly | Net revenue increased 18% to $1.93 billion for the quarter ended April 30, 2026, with recurring revenue comprising 97% of the total. Growth was led by the Architecture, Engineering, Construction, and Operations (AECO) segment, which rose 20% to $970 million, driven by Revit, Forma, and AEC Collections. Manufacturing revenue grew 19% to $367 million, supported by Fusion and MFG Collections. The company is executing a "Design and Make" strategy focused on workflow convergence and the monetization of agentic AI. Net revenue retention (NR3) remained stable slightly above the 100% to 110% range on a constant currency basis, while remaining performance obligations (RPO) declined 6% to $7.81 billion. A significant strategic expansion includes the definitive agreement to acquire MaintainX for approximately $3.6 billion in cash. Operating cash flow increased to $893 million, and $448 million was used for share repurchases. Key risks include foreign exchange volatility and geopolitical instability in emerging markets, specifically China, India, and Brazil. Research and development expenses are rising to accelerate investments in cloud and AI capabilities. |
Source: SEC EDGAR filing text and events; period Sep 10, 2026; filed Sep 10, 2026.
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