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
-24.0%
TRAILING MARKET
ADSK -15.8% vs S&P +8.1%
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 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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $2.84 | $2.99 | +5.28% | $1.93B | +2.22% |
| 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 | +6.80% | $1.85B | +2.57% |
| Q2 26 BEAT | $2.45 | $2.62 | +6.94% | $1.76B | +2.22% |
| Q1 26 BEAT | $2.15 | $2.29 | +6.51% | $1.63B | +1.64% |