#USA #AI #San Francisco #Autodesk #SaaS

Autodesk Reports Fiscal 2026 Q2 Results

Autodesk, Inc. (NASDAQ: ADSK) has recently announced its financial performance for the second quarter of fiscal 2026, concluding on July 31, 2025. With a notable revenue growth of 17% year-over-year, reaching an impressive $1.76 billion, Autodesk is demonstrating its strong position in the market.

Andrew Anagnost, Autodesk's CEO, expressed optimism about the company’s future in hindering innovative fields such as Building Information Modeling (BIM), Software as a Service (SaaS), generative design, and generative AI. He stated, "For more than a decade, Autodesk has been at the forefront of innovation, building industry-specific foundation models capable of interpreting complex designs and data across two-dimensional and three-dimensional spaces."

Strong Performance Indicators

The company reported a 36% increase in billings, evidencing sustained growth and demand in its services. Strength was particularly noted within the Architecture, Engineering, Construction, and Operations (AECO) industry segment, where investments in data centers and industrial facilities have led to a stronger market position. Although there was a noted softness in the commercial sector, Autodesk's diversified offerings have successfully mitigated these impacts.

CFO Janesh Moorjani remarked on the financial health of the company, highlighting stronger-than-expected results from the Autodesk Store and an effective billings strategy during the quarter. He added, "While our macroeconomic assumptions remain unchanged, we've adjusted our full-year guidance upwards to reflect strong undercurrents in the first half of the year along with favorable foreign exchange conditions."

Breakdown of Financial Metrics

Key Figures for Q2 FY2026:

• - Billings: $1.68 billion (up 36% YoY)
• - Revenue: $1.76 billion (up 17% YoY)
• - GAAP Operating Margin: 25%
• - Non-GAAP Operating Margin: 39%
• - GAAP EPS: $1.46 (up from $1.30 YoY)
• - Free cash flow: $451 million (up 122% YoY)

Revenue by Product Type:

• - Design: $1.47 billion (up 17% YoY)
• - Make: $194 million (up 20% YoY)
• - Other: $97 million (up 13% YoY)

Geographic Contribution:

The regional breakdown further emphasizes Autodesk's global reach:

• - Americas: $786 million (up 19% YoY)
• - EMEA: $675 million (up 18% YoY)
• - APAC: $302 million (up 11% YoY)

Future Outlook

Looking ahead, Autodesk remains optimistic with its fiscal Q3 2026 guidance. Expected revenues are projected between $1.80 billion to $1.81 billion, alongside GAAP EPS estimated between $1.34 and $1.42. The company aims to maintain its focus on AI-driven solutions and industry-specialized platforms that further stimulate its market growth.

The potential of Autodesk's offerings is tremendous, as the company advances toward scaling AI tools and diversifying its market reach. With a robust financial framework, stakeholders can expect Autodesk not just to remain a leader in design and modeling software, but also to be pivotal in shaping the future through innovative and intelligent design solutions.

As Autodesk prepares to host its earnings conference call today at 5 p.m. ET, the excitement among investors and industry analysts continues to build. The session will be available to stream live at autodesk.com/investor, showcasing the company’s commitment to transparency and stakeholder engagement in its financial journeys.

Conclusion

Autodesk's second-quarter results underscore a steadfast commitment to innovation and growth. With the evolution of AI tools and a strong financial footing, Autodesk's journey ahead appears promising. As they continue to redefine design and operational capabilities for industries globally, their trajectory is one to watch.

For more information on Autodesk's financial performance and strategies, be sure to follow the developments through their investor relations and official communication channels.