ADSK Q3 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026

Earnings

Autodesk posted a convincing beat across the board in fiscal Q3 2026, with revenue climbing 18.3% year-over-year to $1.85 billion against a consensus estimate of $1.81 billion, while non-GAAP diluted EPS of $2.67 cleared the $2.50 analyst estimate by… Read more Autodesk posted a convincing beat across the board in fiscal Q3 2026, with revenue climbing 18.3% year-over-year to $1.85 billion against a consensus estimate of $1.81 billion, while non-GAAP diluted EPS of $2.67 cleared the $2.50 analyst estimate by 6.89%, underscoring the durability of the company's subscription-driven model. The standout driver was the Architecture, Engineering, Construction, and Operations segment, which generated $921 million in revenue, up 23% year-over-year, pulling overall results higher alongside better-than-expected billings linearity and Autodesk Store activity. Operating momentum was equally striking, with billings growing 21% to $1.85 billion and free cash flow surging 116% to $430 million, while remaining performance obligations expanded 20% to $7.36 billion, providing a deep runway of forward revenue visibility. Encouraged by the broad-based strength, Autodesk raised its full-year FY26 guidance, now targeting revenue of $7.15 to $7.17 billion and non-GAAP EPS of $10.18 to $10.25, with at least one analyst raising their price target to $400 following the results.