Earning Analysis
Welcome to our in-depth analysis of Autodesk Inc(ADSK) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Autodesk Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2026Q3 | 2025-11-25 | After Hours | 2.50 | 2.67 | +6.80 | 1.81B | 1.85B | +2.57 | +2.36 | +5.37 |
| FY2026Q2 | 2025-08-28 | After Hours | 2.45 | 2.62 | +6.94 | 1.72B | 1.76B | +2.22 | +9.09 | +10.90 |
| FY2026Q1 | 2025-05-22 | After Hours | 2.15 | 2.29 | +6.51 | 1.61B | 1.63B | +1.64 | +0.12 | +0.68 |
| FY2025Q4 | 2025-02-27 | After Hours | 2.14 | 2.29 | +7.01 | 1.63B | 1.64B | +0.43 | -2.88 | -7.78 |
| FY2025Q3 | 2024-11-26 | After Hours | 2.11 | 2.17 | +2.84 | 1.56B | 1.57B | +0.40 | -8.59 | -4.32 |
| FY2025Q2 | 2024-08-29 | After Hours | 2.00 | 2.15 | +7.50 | 1.48B | 1.51B | +1.55 | +0.07 | -3.04 |
| - | 2024-06-11 | - | 1.19 | 1.29 | +8.40 | - | - | - | -3.07 | +10.22 |
| FY2024Q4 | 2024-02-29 | - | 1.30 | 1.35 | +3.85 | 1.43B | 1.47B | +2.61 | +1.14 | -1.63 |
| FY2024Q3 | 2023-11-21 | - | 1.28 | 1.33 | +3.91 | 1.39B | 1.41B | +1.95 | -0.92 | -5.61 |
| FY2024Q2 | 2023-08-23 | - | 1.02 | 1.12 | +9.80 | 1.32B | 1.35B | +1.86 | +1.88 | +9.38 |
ADSK Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Autodesk Inc reported performance for FY2026Q3, announced on 2025-11-25. The company achieved an EPS of 2.67, compared to analyst estimates of 2.50 by 6.80% . Revenue for the quarter reached 1.85B compared to expectations of 1.81B by 2.57% .
The stock price reacted with a 2.36% one-day change and a 5.37% five-day change following the earnings release. These movements reflect market reaction in Autodesk Inc growth trajectory and strategic initiatives.
ADSK Earnings Forecast
Looking ahead, Autodesk Inc(ADSK) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q4 project quarter revenue of 1.91B and an EPS of 2.64.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 1.35%, while EPS estimates have been Revise Upward by 0.08%. For the upcoming Q4 2026, revenue estimates have been adjusted Revise Upward by 3.01% . These revisions correlate with a -6.29% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Autodesk Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ADSK's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+1.35%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+0.08%
In Past 3 Month
Revenue Estimates for Q4 2026
Revise Upward
+3.01%
In Past 3 Month
Stock Price
Go Down
-6.29%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2026:7.16B
--
EPS Estimate-Annual FY 2026:9.95
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Stock Price305.85
ADSK Revenue and EPS Performance: A Historical Perspective
Autodesk Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2026Q3 (2025-11-25,After Hours):
EPS: 2.67 (Actual) vs.2.50 (Estimate) (6.80%)
Revenue: 1.85B (Actual) vs. 1.81B (Estimate) (2.57%)
Price Reaction: 2.36%(1-Day), 5.37%(5-Day)
FY2026Q2 (2025-08-28,After Hours):
EPS: 2.62 (Actual) vs.2.45 (Estimate) (6.94%)
Revenue: 1.76B (Actual) vs. 1.72B (Estimate) (2.22%)
Price Reaction: 9.09%(1-Day), 10.90%(5-Day)
FY2026Q1 (2025-05-22,After Hours):
EPS: 2.29 (Actual) vs.2.15 (Estimate) (6.51%)
Revenue: 1.63B (Actual) vs. 1.61B (Estimate) (1.64%)
Price Reaction: 0.12%(1-Day), 0.68%(5-Day)
Earnings Reaction
The chart below shows how ADSK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADSK sees a -0.58% change in stock price 10 days leading up to the earnings, and a +2.60% change 10 days following the report. On the earnings day itself, the stock moves by +0.20%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in OCT/2025, the stock changed 2.36% on the day following the earnings release and then changed by 3.88% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Autodesk Inc (ADSK) Q3 2026 Earnings Call Summary
Positive
2025-11-25
The earnings call summary and Q&A indicate strong financial performance, increased guidance, and positive business momentum. Raised revenue, billings, and share buyback targets signal confidence. The Q&A highlighted management's strategic focus on AI, automation, and margin expansion, although some uncertainties remain. Overall, the sentiment is positive, with potential for stock price growth.
Autodesk Inc (ADSK) Q2 2026 Earnings Call Summary
Positive
2025-08-28
The earnings call highlights strong financial performance, with increased revenue, billings, and free cash flow guidance. The company is confident in achieving its operating margin targets and has demonstrated growth across various sectors. Despite some vague responses in the Q&A, overall sentiment is positive, driven by strategic initiatives in AI, cloud, and platform development, as well as successful customer adoption and partnerships. The positive outlook for the second half of the year and improved shareholder returns further support a positive stock price reaction.
Autodesk Inc (ADSK) Q1 2026 Earnings Call Summary
Positive
2025-05-23
The earnings call highlights strong financial performance with revenue and EPS growth, alongside a robust share repurchase program. Despite challenges like supply chain disruptions and macroeconomic uncertainties, the company maintains optimistic guidance and effective cost management. The Q&A section reflects confidence in strategic adjustments and customer engagement, particularly in AI and digital tools. The positive sentiment is bolstered by strong billings growth and consistent revenue momentum. However, the lack of clear guidance on macroeconomic impacts and pricing strategy tempers the overall sentiment, resulting in a positive but not strong positive outlook.
Autodesk Inc (ADSK) Q1 2026 Earnings Call Summary
Positive
2025-05-22
The earnings call summary shows strong financial performance with 15% revenue growth and 29% billing growth. The positive outlook is reinforced by a significant share repurchase program and optimistic guidance. Although there are concerns about macroeconomic uncertainties and restructuring impacts, the management has addressed these effectively in the Q&A. The strategic focus on AI and industry clouds, along with improved channel productivity, suggests a positive future trajectory. The strong non-GAAP operating margin and free cash flow further support a positive sentiment.
Autodesk Inc (ADSK) Q1 2025 Earnings Call Summary
Positive
2025-05-22
The earnings call indicates strong financial performance with 15% revenue growth and 29% billings growth. The transition to a new transaction model is improving productivity, and there is a significant increase in share repurchases. Despite macroeconomic uncertainties, the company maintains optimistic guidance and strong customer engagement. The Q&A section highlights ongoing improvements in channel productivity and AI deployment. These factors, combined with a robust share buyback program and positive customer indicators, suggest a positive stock price movement in the near term.
Autodesk Inc (ADSK) Q4 2025 Earnings Call Summary
Positive
2025-02-27
Autodesk's earnings call reflects strong financial performance with 12% revenue growth and improved margins. The raised revenue and free cash flow guidance, along with a significant share buyback program, further bolster positive sentiment. While some concerns exist regarding market competition and operational efficiency, management's strategic focus on cloud, AI, and restructuring efforts are promising. The Q&A section revealed confidence in margin expansion and resilience against macro uncertainties. Overall, the positive outlook on financial metrics and strategic initiatives suggests a likely stock price increase in the short term.
Autodesk, Inc. (ADSK) Q3 2025 Earnings Call Summary
Positive
2024-11-27
The earnings call reveals strong financial performance with a 15% YoY revenue increase and a robust share buyback program, which are positive indicators. The raised guidance for fiscal '25 and optimistic long-term growth outlook further support a positive sentiment. However, concerns about regulatory risks, competition, and supply chain challenges temper the outlook slightly. Overall, the positive financials and strategic initiatives outweigh the risks, leading to a positive sentiment prediction.
Autodesk, Inc. (ADSK) Q2 2025 Earnings Call Summary
Positive
2024-08-30
The earnings call summary indicates strong financial performance with 11% revenue growth, increased operating margins, and strategic share repurchases. The Q&A section reveals management's confidence in their competitive position and new transactional model, despite some headwinds. The positive outlook for free cash flow and international growth further supports a positive sentiment. However, concerns about deferred revenue and management's vague responses on some issues prevent a stronger rating. Overall, the sentiment leans positive, suggesting a likely stock price increase in the short term.
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FAQ
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