ADSK

MKT CAP:$50B

Autodesk, Inc.

Market Cap

$50B

Technology·Software - Application·🇺🇸 United States·NASDAQ

Technology·Software App·🇺🇸·NASDAQ

Stock Price

$237.43-$49.30 (-17.19%)

Apr 24, 2026

Company Details

Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land developm...

CEO

Andrew Anagnost

IPO Date

Jun 28, 1985

Website

www.autodesk.com

Key Metrics TTM

Revenue

$7.2B

+17.9% YoY

Net Income

$1.1B

EPS (Diluted)

$5.24

Free Cash Flow

$2.4B

Revenue / Share

$33.67

Gross Margin

92.0%

Operating Margin

23.4%

Net Margin

15.6%

FCF Margin

33.3%

P/S

7.0x

P/E

44.8x

Earnings Reports

FY 2026

Mar 3, 2026

$7.2B+17.5%EPS $5.23

Q4 2026

Mar 3, 2026

$2.0B+19.8%EPS $1.48

Q3 2026

Nov 26, 2025

$1.9B+18.3%EPS $1.60

Q2 2026

Sep 2, 2025

$1.8B+17.5%EPS $1.46

Q1 2026

May 29, 2025

$1.6B+15.7%EPS $0.70

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 23	$1.2B	$1.0B	$215M
Q2 23	$1.2B	$1.1B	$242M
Q3 23	$1.3B	$1.1B	$261M
Q4 23	$1.3B	$1.2B	$271M
Q1 24	$1.2B	$1.1B	$198M
Q2 24	$1.3B	$1.2B	$248M
Q3 24	$1.4B	$1.3B	$329M
Q4 24	$1.5B	$1.3B	$327M
Q1 25	$1.4B	$1.3B	$307M
Q2 25	$1.5B	$1.3B	$353M
Q3 25	$1.6B	$1.4B	$351M
Q4 25	$1.6B	$1.5B	$383M
Q1 26	$1.6B	$1.5B	$233M
Q2 26	$1.8B	$1.6B	$444M
Q3 26	$1.9B	$1.7B	$475M
Q4 26	$2.0B	$1.8B	$531M

Valuation

Quarter	P/S	P/E
Q1 23	9.2x	85.9x
Q2 23	10.0x	84.5x
Q3 23	9.5x	74.8x
Q4 23	9.1x	54.9x
Q1 24	8.4x	50.2x
Q2 24	8.8x	51.9x
Q3 24	8.0x	46.2x
Q4 24	10.1x	60.8x
Q1 25	8.3x	46.7x
Q2 25	9.1x	49.6x
Q3 25	10.4x	56.5x
Q4 25	10.7x	58.9x
Q1 26	9.2x	57.4x
Q2 26	9.8x	62.2x
Q3 26	9.4x	58.2x
Q4 26	7.6x	48.4x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	$434M	$418M
Q2 23	$257M	$245M
Q3 23	$469M	$459M
Q4 23	$911M	$903M
Q1 24	$723M	$708M
Q2 24	$135M	$124M
Q3 24	$18M	-$2M
Q4 24	$437M	$422M
Q1 25	$494M	$453M
Q2 25	$212M	$198M
Q3 25	$209M	$199M
Q4 25	$692M	$678M
Q1 26	$564M	$549M
Q2 26	$460M	$458M
Q3 26	$439M	$430M
Q4 26	$989M	$965M

Capital Expenditures

Quarter	CapEx
Q1 23	$16M
Q2 23	$12M
Q3 23	$10M
Q4 23	$8M
Q1 24	$15M
Q2 24	$11M
Q3 24	$20M
Q4 24	$15M
Q1 25	$41M
Q2 25	$14M
Q3 25	$10M
Q4 25	$14M
Q1 26	$15M
Q2 26	$2M
Q3 26	$9M
Q4 26	$24M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+17.0%	+12.6%
Q2 23	+15.1%	+8.6%
Q3 23	+11.7%	+7.8%
Q4 23	+7.0%	-3.4%
Q1 24	+7.3%	+10.7%
Q2 24	+8.3%	+9.8%
Q3 24	+11.0%	+7.1%
Q4 24	+13.1%	+11.0%
Q1 25	+13.1%	+5.1%
Q2 25	+13.0%	+6.2%
Q3 25	+11.9%	+13.5%
Q4 25	+11.6%	+10.0%
Q1 26	+15.7%	+26.7%
Q2 26	+17.5%	+15.0%
Q3 26	+18.3%	+13.3%
Q4 26	+19.8%	+14.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$152M	13.1%
Q2 23	$170M	13.9%
Q3 23	$171M	13.6%
Q4 23	$164M	12.7%
Q1 24	$165M	13.2%
Q2 24	$197M	14.8%
Q3 24	$182M	13.0%
Q4 24	$159M	10.9%
Q1 25	$149M	10.6%
Q2 25	$167M	11.1%
Q3 25	$181M	11.6%
Q4 25	$0	0.0%
Q1 26	$230M	14.1%
Q2 26	$191M	10.8%
Q3 26	$186M	10.0%
Q4 26	$181M	9.2%

OpEx Breakdown

Quarter	R&D	G&A	S&M	SG&A
Q1 23	$289M	—	—	$533M
Q2 23	$304M	—	—	$553M
Q3 23	$309M	—	—	$562M
Q4 23	$312M	—	—	$577M
Q1 24	$327M	—	—	$587M
Q2 24	$355M	—	—	$587M
Q3 24	$339M	—	—	$595M
Q4 24	$351M	—	—	$644M
Q1 25	$346M	—	—	$611M
Q2 25	$367M	—	—	$627M
Q3 25	$379M	—	—	$677M
Q4 25	$393M	—	—	$691M
Q1 26	$394M	$162M	$566M	—
Q2 26	$413M	$168M	$559M	—
Q3 26	$416M	$172M	$612M	—
Q4 26	$420M	$191M	$636M	—

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 23	17.0%	24.6%	41.6
Q2 23	15.1%	24.1%	39.3
Q3 23	11.7%	24.0%	35.7
Q4 23	7.0%	24.4%	31.4
Q1 24	7.3%	20.3%	27.6
Q2 24	8.3%	21.9%	30.2
Q3 24	11.0%	25.5%	36.5
Q4 24	13.1%	25.6%	38.6
Q1 25	13.1%	24.7%	37.8
Q2 25	13.0%	26.5%	39.5
Q3 25	11.9%	25.5%	37.4
Q4 25	11.6%	25.6%	37.2
Q1 26	15.7%	17.4%	33.0
Q2 26	17.5%	28.2%	45.7
Q3 26	18.3%	25.4%	43.6
Q4 26	19.8%	25.3%	45.1

Rule of 40

Revenue Segments

Quarter	Architecture Engineering And Construction	AutoCAD and AutoCAD LT Family	Manufacturing	Media And Entertainment [member]	Other
Q1 23	$518M	$346M	$225M	$68M	$13M
Q2 23	$564M	$344M	$242M	$71M	$16M
Q3 23	$575M	$354M	$254M	$78M	$19M
Q4 23	$621M	$343M	$257M	$74M	$23M
Q1 24	$582M	$349M	$246M	$71M	$21M
Q2 24	$627M	$364M	$256M	$74M	$24M
Q3 24	$675M	$372M	$269M	$73M	$25M
Q4 24	$696M	$377M	$292M	$77M	$27M
Q1 25	$674M	$376M	$268M	$71M	$28M
Q2 25	$713M	$389M	$296M	$77M	$30M
Q3 25	$751M	$398M	$307M	$83M	$31M
Q4 25	$799M	$409M	$318M	$84M	$29M
Q1 26	$809M	$411M	$309M	$76M	$28M
Q2 26	$878M	$440M	$334M	$80M	$31M

Revenue by Geography

Quarter	Americas	Asia Pacific	Emea
Q1 23	$484M	$237M	$449M
Q2 23	$515M	$249M	$473M
Q3 23	$541M	$263M	$476M
Q4 23	$552M	$258M	$508M
Q1 24	$553M	$242M	$474M
Q2 24	$589M	$250M	$506M
Q3 24	$640M	$258M	$516M
Q4 24	$656M	$267M	$546M
Q1 25	$619M	$264M	$534M
Q2 25	$662M	$273M	$570M
Q3 25	$705M	$285M	$580M
Q4 25	$730M	$286M	$623M
Q1 26	$725M	$281M	$627M
Q2 26	$786M	$302M	$675M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$1.5B	$67M	$1.6B
Q2 23	$1.4B	$85M	$1.5B
Q3 23	$1.7B	$139M	$1.8B
Q4 23	$1.9B	$125M	$2.1B
Q1 24	$1.9B	$222M	$2.1B
Q2 24	$1.7B	$359M	$2.1B
Q3 24	$1.5B	$428M	$2.0B
Q4 24	$1.9B	$354M	$2.2B
Q1 25	$1.7B	$308M	$2.0B
Q2 25	$1.5B	$365M	$1.9B
Q3 25	$1.4B	$276M	$1.7B
Q4 25	$1.6B	$287M	$1.9B
Q1 26	$1.8B	$224M	$2.0B
Q2 26	$2.0B	$233M	$2.2B
Q3 26	$2.0B	$300M	$2.3B
Q4 26	$2.2B	$348M	$2.6B

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 23	219M	-1.0%	-1.4%
Q2 23	218M	-0.5%	-1.8%
Q3 23	217M	-0.5%	-2.3%
Q4 23	217M	0.0%	-1.9%
Q1 24	216M	-0.5%	-1.4%
Q2 24	215M	-0.5%	-1.4%
Q3 24	216M	+0.5%	-0.5%
Q4 24	216M	0.0%	-0.5%
Q1 25	217M	+0.5%	+0.5%
Q2 25	217M	0.0%	+0.9%
Q3 25	217M	0.0%	+0.5%
Q4 25	217M	0.0%	+0.5%
Q1 26	216M	-0.5%	-0.5%
Q2 26	215M	-0.5%	-0.9%
Q3 26	215M	0.0%	-0.9%
Q4 26	214M	-0.5%	-1.4%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 23	$92.4K	13K
Q2 23	$97.3K	13K
Q3 23	$100.1K	13K
Q4 23	$94.5K	14K
Q1 24	$91.2K	14K
Q2 24	$96.9K	14K
Q3 24	$102.2K	14K
Q4 24	$103.8K	14K
Q1 25	$100.1K	14K
Q2 25	$106.4K	14K
Q3 25	$111.1K	14K
Q4 25	$106.7K	15K
Q1 26	$106.7K	15K
Q2 26	$115.2K	15K
Q3 26	$121.1K	15K
Q4 26	$127.9K	15K

Revenue / Employee