earnings
confidence high
sentiment positive
materiality 0.80
Autodesk Q2 revenue up 17% to $1.76B, beats; raises FY guidance
Autodesk, Inc.
2026-Q2 EPS reported
$2.15
revenue$3,396,000,000
- Billings $1.678B (+36%), revenue $1.763B (+17% YoY, +18% constant currency); GAAP EPS $1.46, Non-GAAP EPS $2.62.
- GAAP operating margin 25% (+2ppt); Non-GAAP operating margin 39% (+1ppt); cash from operations $460M (+117%).
- AECO revenue $878M (+23%); AutoCAD/AutoCAD LT $440M (+13%); MFG $334M (+13%); M&E $80M (+4%).
- RPO $7.297B (+24%), current RPO $4.677B (+20%); deferred revenue $3.844B (+4%).
- CFO raised full-year guidance due to H1 strength and FX tailwinds; macroeconomic assumptions unchanged.
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