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Jan 31
Autodesk Q4 2026 Earnings Report
Autodesk reported strong fourth quarter fiscal 2026 results with double-digit revenue growth and expanding non-GAAP margins.
Key Takeaways
Autodesk delivered 19% year-over-year revenue growth in Q4 FY26, with operating margin at 22% and non-GAAP operating margin expanding to 38%, driven by strength in AECO and international markets.
Revenue increased 19% year over year to 1957000000.
GAAP operating margin was 22% while non-GAAP operating margin reached 38%.
Net income rose to 316000000 with diluted EPS of 1.48.
Free cash flow totaled 972000000, up 43% year over year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal 2027, Autodesk guided to continued revenue growth, margin expansion, and strong free cash flow generation.
Positive Outlook
- FY27 revenue expected between 8100000000 and 8170000000.
- GAAP operating margin expected between 26% and 28%.
- Non-GAAP operating margin expected between 38.5% and 39%.
- Non-GAAP EPS expected between 12.29 and 12.56.
- Free cash flow expected between 2700000000 and 2800000000.
Challenges Ahead
- Guidance reflects prudence due to temporary risk in billings.
- Sales optimization plan may impact near-term revenue.
- Exposure to foreign exchange fluctuations.
- Macroeconomic uncertainty remains a risk.
- Restructuring costs may continue to impact GAAP results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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