TLDR
- ADSK jumps to $233.45 (+3.84%) as Q4 earnings and guidance impress.
- Revenue hit $1.96B as Autodesk beat profit forecasts and lifted cash flow.
- Billings surged 33% and free cash flow jumped 43% on strong demand.
- AECO led FY growth while EMEA topped regions; contracts stayed robust.
- FY2027 outlook targets up to $8.17B revenue and up to $2.8B in FCF.
Autodesk (ADSK) shares advanced as the company reported strong fourth-quarter earnings and issued firm guidance for fiscal 2027. The stock closed at $233.45 after gaining 3.84% during the session. Moreover, the company exceeded expectations across revenue, profit, and cash flow.
Strong Quarterly Momentum Supports Revenue and Earnings Growth
Autodesk posted fourth-quarter revenue of $1.96 billion and surpassed consensus expectations with broad product strength. The company reported adjusted earnings of $2.85 per share and exceeded forecasts from industry estimates. Furthermore, Autodesk recorded $316 million in net profit as operating metrics remained stable.
The company expanded billings by 33% in the period and lifted free cash flow by 43%. Revenue grew 19% as product demand strengthened across design and construction categories. Additionally, cash flow from operations reached $989 million and supported future expansion.
Growth remained broad across geographic regions as EMEA posted the strongest quarterly revenue increase. However, the Americas and APAC both delivered double-digit gains and contributed to overall stability. Continued subscription activity supported recurring revenue trends across key software families.
Product Families and Global Segments Drive Full-Year Strength
Autodesk reported full-year revenue of $7.21 billion and posted 18% annual growth across major product categories. AECO led all product families and reached $3.58 billion with 22% yearly expansion. AutoCAD, manufacturing, and media tools all recorded steady increases.
The company ended fiscal 2026 with $8.3 billion in remaining performance obligations. Deferred revenue rose 14% and unbilled deferred revenue increased 28% as multi-year contracts expanded. The firm entered fiscal 2027 with strong contracted visibility.
Regional performance reflected similar momentum as EMEA delivered 21% annual revenue growth. The Americas generated $3.18 billion and remained the company’s largest region. APAC continued to grow but posted slower expansion due to mixed market conditions.
Guidance Signals Confidence in Fiscal 2027 Outlook
Autodesk issued guidance that projected first-quarter revenue between $1.89 billion and $1.9 billion. The company expects adjusted earnings between $2.82 and $2.86 per share for the period.Management outlined full-year revenue of up to $8.17 billion.
The firm anticipates non-GAAP operating margins near 39% and expects free cash flow to reach up to $2.8 billion. Billings for fiscal 2027 are projected between $8.48 billion and $8.58 billion. The company expects full-year adjusted earnings to reach as high as $12.56 per share.
Autodesk continued to highlight its long-term transition toward advanced cloud and AI platforms. The company described AI-driven workflows as a central opportunity for strengthening its software ecosystem. As a result, the firm emphasized its expanded capabilities and persistent market demand across industries
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