ADSK Q4 2026 Earnings
Reported Feb 26, 2026 at 4:07 PM ET · SEC Source
Q4 26 EPS
$2.85
BEAT +7.95%
Est. $2.64
Q4 26 Revenue
$1.96B
BEAT +2.43%
Est. $1.91B
vs S&P Since Q4 26
-1.4%
TRAILING MARKET
ADSK +3.6% vs S&P +5.1%
Full Year 2026 Results
FY 26 EPS
$10.43
BEAT +1.86%
Est. $10.24
FY 26 Revenue
$7.21B
BEAT +0.65%
Est. $7.16B
Market Reaction
Did ADSK Beat Earnings? Q4 2026 Results
Autodesk closed fiscal Q4 2026 with a decisive earnings beat, reporting non-GAAP EPS of $2.85 against a consensus estimate of $2.64, a 7.95% beat, while revenue of $1.96 billion topped the $1.91 billion estimate by 2.43% and grew 19.8% year over year… Read more Autodesk closed fiscal Q4 2026 with a decisive earnings beat, reporting non-GAAP EPS of $2.85 against a consensus estimate of $2.64, a 7.95% beat, while revenue of $1.96 billion topped the $1.91 billion estimate by 2.43% and grew 19.8% year over year. The standout driver was the AECO product family, which surged 22% to $975 million in the quarter as construction and emerging markets delivered particular strength, anchoring the company's broader momentum across design and manufacturing workflows. Billings jumped 33% to $2.80 billion and free cash flow climbed 43% to $972 million, underscoring the quality behind the headline growth. For the full fiscal year, revenue reached $7.21 billion, up 18%, with non-GAAP EPS of $10.43. Looking ahead, Autodesk guided FY27 revenue of $8.10 billion to $8.17 billion and non-GAAP EPS of $12.29 to $12.56, though management noted guidance reflects prudence around a temporary billings risk tied to the ongoing operationalization of its sales optimization plan.
Key Takeaways
- • AECO outperformance, particularly in construction and emerging markets
- • Strong EBA and product subscription billings
- • Better-than-expected linearity of billings during the quarter
- • Up-front revenue exceeded expectations
- • 19% revenue growth year-over-year as reported and on a constant currency basis
- • Billings growth of 33% year-over-year
ADSK Forward Guidance & Outlook
For Q1 FY27 (ending April 30, 2026), Autodesk guided revenue of $1,885-$1,900 million, GAAP EPS of $1.68-$1.83, and non-GAAP EPS of $2.82-$2.86. For full-year FY27 (ending January 31, 2027), the company guided billings of $8,480-$8,580 million, revenue of $8,100-$8,170 million, GAAP operating margin of 26%-28%, non-GAAP operating margin of 38.5%-39%, GAAP EPS of $7.76-$8.39, non-GAAP EPS of $12.29-$12.56, and free cash flow of $2,700-$2,800 million. CFO Janesh Moorjani noted that FY27 guidance assumes strong underlying business momentum but incorporates prudence to reflect temporary risk to billings and revenue as the company operationalizes its sales optimization plan.
ADSK YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
ADSK Revenue by Segment
With YoY comparisons, source: SEC Filings
ADSK Revenue by Geography
With YoY comparisons, source: SEC Filings
“Building agentic AI for the real world requires specialized data, context, and expertise. Scaling and monetizing it requires a platform and next-generation business models and go-to-market. Few companies have all these advantages. Autodesk does. It is not a coincidence. We have been preparing for, and working towards, the cloud and AI for more than a decade. Autodesk is building the future and the path to it. Our best days and greatest opportunities lie ahead.”
— Andrew Anagnost, Q4 2026 Earnings Press Release
ADSK Earnings Trends
ADSK vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ADSK EPS Trend
Earnings per share: estimate vs actual
ADSK Revenue Trend
Quarterly revenue: estimate vs actual
ADSK Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $2.64 | $2.85 | +7.95% | $1.96B | +2.43% |
| FY Full Year | $10.24 | $10.43 | +1.86% | $7.21B | +0.65% |
| Q3 26 BEAT | $2.50 | $2.67 | +6.89% | $1.85B | +2.57% |
| Q2 26 BEAT | $2.45 | $2.62 | +6.90% | $1.76B | +2.22% |
| Q1 26 BEAT | $2.15 | $2.29 | +6.67% | $1.63B | +1.64% |