TLDR
- Autodesk’s Q3 FY26 earnings surge; strong growth across key segments.
- Autodesk reports 21% billing growth, boosting its full-year forecast.
- Autodesk sees impressive growth, raising full-year FY26 guidance.
- Autodesk’s Q3 performance impresses; EPS up, with strong global growth.
- Autodesk lifts FY26 guidance on strong Q3 growth and robust market demand.
Autodesk, Inc. (ADSK) reported impressive third-quarter earnings for fiscal 2026, driving its stock price up by 1.58%.
Autodesk, Inc., ADSK
The company’s results for the quarter, which ended October 31, 2025, reflected strong growth across multiple segments. The performance highlights Autodesk’s continued momentum and its effective business strategies, especially in its AECO segment. The firm raised its full-year guidance, signaling confidence in its ongoing trajectory.
Solid Q3 Performance Driven by Strong Billings and Revenue Growth
Autodesk’s financial performance for Q3 FY26 showed substantial year-over-year growth. Billings increased by 21%, reaching $1.85 billion. Revenue grew 18% to $1.85 billion, driven by strong demand in the company’s core product lines.
The company’s operating margin also improved, with the GAAP operating margin rising by 3 percentage points to 25%. Non-GAAP operating margin increased by 1 percentage point, reaching 38%. These figures reflect Autodesk’s efficiency in managing operations while expanding its market share.
Earnings per share (EPS) surged, with GAAP EPS increasing by $0.33 to $1.60. Non-GAAP EPS rose by $0.50 to $2.67, further reflecting the company’s robust financial health. Autodesk’s free cash flow surged by 116%, reaching $430 million, showcasing its ability to generate cash and reinvest in growth.
Strength Across Key Product Segments and Geographic Areas
Autodesk’s growth was broad-based, with key product segments showing strong results. The AECO segment led the way, growing 23% year-over-year to $921 million. AutoCAD and AutoCAD LT, two of Autodesk’s flagship products, generated $458 million in revenue, up 15% from last year.
Geographically, Autodesk saw notable growth across its key regions. The Americas reported a 16% increase in revenue, while EMEA (Europe, the Middle East and Africa) grew by 23%. APAC (Asia-Pacific) also showed strong performance, with a 12% revenue increase.
These regional gains highlight Autodesk’s strong international footprint and its ability to cater to diverse market needs. The company’s geographic spread allows it to capture growth opportunities in both developed and emerging markets.
Optimistic Full-Year Guidance and Future Outlook
Autodesk raised its full-year fiscal 2026 guidance, reflecting its strong momentum. For the fourth quarter, the company expects revenue between $1.90 billion and $1.92 billion. GAAP EPS for Q4 is projected to range from $1.40 to $1.57, while non-GAAP EPS is expected between $2.59 and $2.67.
For the full year, Autodesk anticipates billings of $7.47 billion to $7.53 billion, with total revenue between $7.15 billion and $7.17 billion. The company expects its GAAP operating margin to be around 23%, with a non-GAAP operating margin of 37.5%. EPS for the year is forecasted between $5.16 and $5.33 on a GAAP basis, and $10.18 to $10.25 on a non-GAAP basis.
Autodesk’s optimistic outlook is underpinned by its ability to adapt to evolving market conditions and capitalize on opportunities in AI and automation. The company is well-positioned to continue its strong performance into the next quarter and beyond.
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