Autodesk, Inc. (ADSK) Research

Forward Estimates

EPS Estimates

Current Qtr

$3.12

$3.10$3.15

vs $2.62+19.1%

25 analysts

Next Qtr

$3.15

$3.02$3.25

vs $2.67+17.9%

25 analysts

Current Yr

$12.61

$12.51$13.17

vs $10.43+20.9%

31 analysts

Next Yr

$14.27

$13.44$15.53

vs $12.61+13.1%

34 analysts

Revenue Estimates

Current Qtr

$2.01B

$2.01B$2.02B

vs $1.76B+14.1%

24 analysts

Next Qtr

$2.08B

$2.06B$2.10B

vs $1.85B+12.2%

24 analysts

Current Yr

$8.20B

$8.16B$8.30B

vs $7.21B+13.8%

31 analysts

Next Yr

$9.07B

$8.81B$9.51B

vs $8.20B+10.6%

32 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for ADSK on EDGAR.

ADSK filing events and research context
Filed	Item	Context
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.
Mar 3, 2026	business	Autodesk is a global leader in 3D design, engineering, and entertainment software, providing solutions that span the architecture, engineering, construction (AEC), manufacturing, and media and entertainment (M&E) sectors. The company’s portfolio centers on cloud-connected platforms that facilitate design, simulation, and data management. Key offerings include the AEC Collection (Revit, AutoCAD, Civil 3D), which supports Building Information Modeling (BIM) and construction management via Autodesk Build and BIM Collaborate Pro. In manufacturing, the company provides Fusion, Inventor, and Vault to integrate product development lifecycles. Its M&E segment features Maya and 3ds Max for animation and visual effects. Autodesk operates in a market defined by rapid technological shifts and evolving customer requirements. To maintain its competitive edge, the company is transitioning toward industry-specific cloud solutions powered by shared data models. Its business model relies heavily on subscription plans that combine desktop software with cloud functionality to improve collaboration and workflow automation. Significant investments in artificial intelligence, machine learning, and generative design are central to its strategy for increasing customer efficiency and sustainability. The company manages a global research and development footprint to optimize costs and access diverse talent, while navigating the inherent risks of continuous product innovation and market integration.
Mar 3, 2026	mda	Autodesk’s financial performance is driven by a strategic transition toward a subscription-based model, emphasizing recurring revenue streams from its core product portfolios: Architecture, Engineering, and Construction (AEC), AutoCAD, Manufacturing, and Media and Entertainment. The company’s growth is anchored by the adoption of its cloud-based platforms, specifically Autodesk Construction Cloud and Fusion 360, which facilitate digital transformation and collaborative workflows across global markets. Management focuses on increasing annual recurring revenue (ARR) and free cash flow, supported by a shift toward direct-to-customer sales and multi-year enterprise agreements. Key operational risks include the ongoing transition to a consumption-based pricing model, which introduces potential volatility in revenue recognition and billing cycles. Furthermore, Autodesk faces macroeconomic headwinds, including geopolitical instability and fluctuating foreign exchange rates, which impact international operations. The company remains heavily invested in research and development to integrate artificial intelligence and generative design capabilities into its software suite, aiming to maintain competitive differentiation. Sustained profitability depends on disciplined expense management, particularly in cloud infrastructure costs and sales and marketing investments, while navigating the complexities of global regulatory environments and the integration of strategic acquisitions designed to expand its footprint in the industrial and construction technology sectors.

Filed

Item

Context

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.

Mar 3, 2026

business

Autodesk is a global leader in 3D design, engineering, and entertainment software, providing solutions that span the architecture, engineering, construction (AEC), manufacturing, and media and entertainment (M&E) sectors. The company’s portfolio centers on cloud-connected platforms that facilitate design, simulation, and data management. Key offerings include the AEC Collection (Revit, AutoCAD, Civil 3D), which supports Building Information Modeling (BIM) and construction management via Autodesk Build and BIM Collaborate Pro. In manufacturing, the company provides Fusion, Inventor, and Vault to integrate product development lifecycles. Its M&E segment features Maya and 3ds Max for animation and visual effects. Autodesk operates in a market defined by rapid technological shifts and evolving customer requirements. To maintain its competitive edge, the company is transitioning toward industry-specific cloud solutions powered by shared data models. Its business model relies heavily on subscription plans that combine desktop software with cloud functionality to improve collaboration and workflow automation. Significant investments in artificial intelligence, machine learning, and generative design are central to its strategy for increasing customer efficiency and sustainability. The company manages a global research and development footprint to optimize costs and access diverse talent, while navigating the inherent risks of continuous product innovation and market integration.

Mar 3, 2026

mda

Autodesk’s financial performance is driven by a strategic transition toward a subscription-based model, emphasizing recurring revenue streams from its core product portfolios: Architecture, Engineering, and Construction (AEC), AutoCAD, Manufacturing, and Media and Entertainment. The company’s growth is anchored by the adoption of its cloud-based platforms, specifically Autodesk Construction Cloud and Fusion 360, which facilitate digital transformation and collaborative workflows across global markets. Management focuses on increasing annual recurring revenue (ARR) and free cash flow, supported by a shift toward direct-to-customer sales and multi-year enterprise agreements. Key operational risks include the ongoing transition to a consumption-based pricing model, which introduces potential volatility in revenue recognition and billing cycles. Furthermore, Autodesk faces macroeconomic headwinds, including geopolitical instability and fluctuating foreign exchange rates, which impact international operations. The company remains heavily invested in research and development to integrate artificial intelligence and generative design capabilities into its software suite, aiming to maintain competitive differentiation. Sustained profitability depends on disciplined expense management, particularly in cloud infrastructure costs and sales and marketing investments, while navigating the complexities of global regulatory environments and the integration of strategic acquisitions designed to expand its footprint in the industrial and construction technology sectors.

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ADSK filing events and research context

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