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On August 3, 2026, Autodesk completed the previously announced acquisition of MaintainX Inc., pursuant to the Agreement and Plan of Merger dated May 28, 2026 among Autodesk, Matterhorn Acquisition Corp., MaintainX and Shareholder Representative Services LLC as securityholders' agent. The filing does not disclose the consideration.
What each event means for ADSK’s sentiment score is part of Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $1.57B | +11.0% | $1.27 | +13.4% | 90.6% | 22.0% | 17.5% | $199M |
| FY2025 Q4 | $1.64B | +11.6% | $1.40 | +8.5% | 90.6% | 23.2% | 18.5% | $678M |
| FY2026 Q1 | $1.63B | +15.2% | $0.70 | -39.7% | 90.2% | 20.7% | 9.3% | $549M |
| FY2026 Q2 | $1.76B | +17.1% | $1.46 | +12.3% | 91.0% | 25.5% | 17.8% | $458M |
| FY2026 Q3 | $1.85B | +18.0% | $1.60 | +26.0% | 91.1% | 25.6% | 18.5% | $430M |
| FY2026 Q4 | $1.96B | +19.4% | $1.48 | +5.7% | 91.5% | 27.1% | 16.1% | $965M |
| FY2027 Q1Selected | $1.93B | +18.4% | $2.32 | +231.4% | 91.0% | 28.0% | 25.4% | $876M |
| FY2027 Q2 | $2.05B | +16.1% | $2.32 | +58.9% | 91.4% | 29.3% | 24.0% | $561M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Autodesk opened fiscal 2027 with revenue up 18% as reported and 16% in constant currency to $1.934 billion, and both revenue and earnings per share landed above the high end of guidance. Growth was helped by a roughly 3.5 percentage point tailwind from the new transaction model and continued strength in AECO, particularly construction and emerging markets, while non-GAAP operating margin expanded approximately two points to 39% on operating leverage and sales-optimization savings. Management raised full-year revenue guidance to $8.155 billion to $8.215 billion and lifted the low ends of its billings and free cash flow ranges, with first quarter free cash flow of $876 million. The headline strategic event was a definitive agreement to acquire MaintainX, Autodesk's largest deal ever, which extends the company into asset operations and maintenance and is expected to unlock a $40 billion TAM. The sales reorganization continued to weigh modestly on new subscription growth as planned, but renewal rates remained strong.
Revenue Growth | Competitive Dynamics | Demand | Guidance Reliability | Cloud & AI | Margin | Macroeconomic | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 8 | 6 | 6 | 3 | 1 | 2 | 2 | |
| 2025Q4 | 11 | 6 | 4 | 4 | 2 | 8 | 1 | 2 |
| 2026Q1 | 9 | 6 | 4 | 4 | 3 | 3 | 4 | 2 |
| 2026Q2 | 9 | 4 | 7 | 6 | 4 | 4 | 3 | |
| 2026Q3 | 13 | 8 | 5 | 6 | 6 | 1 | 2 | 3 |
| 2026Q4 | 7 | 5 | 4 | 5 | 7 | 3 | 2 | |
| 2027Q1 | 2 | 4 | 3 | 3 | 1 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 11 | 9 | 9 | 13 | 7 | 2 |
| Competitive Dynamics | 6 | 6 | 6 | 4 | 8 | 5 | |
| Demand | 6 | 4 | 4 | 7 | 5 | 4 | 4 |
| Guidance Reliability | 3 | 4 | 4 | 6 | 6 | 5 | 3 |
| Cloud & AI | 1 | 2 | 3 | 4 | 6 | 7 | 3 |
| Margin | 2 | 8 | 3 | 4 | 1 | 3 | 1 |
| Macroeconomic | 2 | 1 | 4 | 3 | 2 | ||
| Pricing | 2 | 2 | 3 | 2 | 2 |
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jason Celino | KeyBanc Capital Markets | 14 questions · 14% challenging |
| Joe Vruwink | Robert W. Baird | 14 questions · 7% challenging |
| Jay Vleeschhouwer | Griffin Securities | 14 questions · 0% challenging |
| Adam Borg | Stifel | 13 questions · 0% challenging |
| Tyler Radke | Citigroup | 12 questions · 8% challenging |
| Saket Kalia | Barclays | 12 questions · 8% challenging |
| Morgan Stanley |
| 11 questions · 9% challenging |
| Joshua Tilton | Wolfe Research | 11 questions · 18% challenging |
| Ken Wong | Oppenheimer | 11 questions · 0% challenging |
| Bhavin Shah | Deutsche Bank | 9 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Griffin Securities | 1 analyst | 14 questions · 0% challenging |
| KeyBanc Capital Markets | 1 analyst | 14 questions · 14% challenging |
| Robert W. Baird | 1 analyst | 14 questions · 7% challenging |
| Stifel | 1 analyst | 13 questions · 0% challenging |
| Citigroup | 1 analyst | 12 questions · 8% challenging |
| Barclays | 1 analyst | 12 questions · 8% challenging |
| Morgan Stanley | 1 analyst | 11 questions · 9% challenging |
| Oppenheimer | 1 analyst | 11 questions · 0% challenging |
Calendar quarter Q2 2026Earnings call May 21, 2026
FY2027 Q1 in brief
Autodesk opened fiscal 2027 with revenue up 18% as reported and 16% in constant currency to $1.934 billion, and both revenue and earnings per share landed above the high end of guidance.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +18.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Autodesk (ADSK), FY2027 Q1: 10/10. Scores: Autodesk’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ADSK daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What ADSK and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we have entered into a definitive agreement to acquire MaintainX, a leading modern maintenance and asset operations solutions used by organizations to manage and optimize day-to-day operations.”
Autodesk's largest-ever acquisition; MaintainX (>$135M ARR, >50% growth) brings field maintenance/asset-operations data to expand Autodesk into the operations layer of the design-make-operate lifecycle.
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