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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for Autodesk (ADSK) is 10/10.
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.
Scored from Autodesk’s FY2027 Q1 earnings call. The newest quarter is available with 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 Q1 | $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 |