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Sentiment · FY2027 Q2
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.
| 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 |
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).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jason Celino | KeyBanc Capital Markets | 14 (14%) |
| Joe Vruwink | Robert W. Baird | 14 (7%) |
| Jay Vleeschhouwer | Griffin Securities | 14 (0%) |
| Adam Borg | Stifel | 13 (0%) |
| Tyler Radke | Citigroup | 12 (8%) |
| Saket Kalia | Barclays | 12 (8%) |
| Elizabeth Porter | Morgan Stanley | 11 (9%) |
| Joshua Tilton | Wolfe Research | 11 (18%) |
| Ken Wong | Oppenheimer | 11 (0%) |
| Bhavin Shah | Deutsche Bank | 9 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Griffin Securities | 1 | 14 (0%) |
| KeyBanc Capital Markets | 1 | 14 (14%) |
| Robert W. Baird | 1 | 14 (7%) |
| Stifel |
| 1 |
| 13 (0%) |
| Citigroup | 1 | 12 (8%) |
| Barclays | 1 | 12 (8%) |
| Morgan Stanley | 1 | 11 (9%) |
| Oppenheimer | 1 | 11 (0%) |
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 |
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.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADSK Autodesk | 10 | +18.4% | |
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| APP Applovin Corp | 8 | +52.8% | |
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| CHYM Chime Financial, Inc. Class A Common Stock | 9 | +26.8% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +35.6% | |
| FICO Fair Isaac | 9 | +25.7% | |
| FIG Figma, Inc. | 9 | +48.3% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 6 | +6.9% | |
| NOW ServiceNow | 8 | +24.0% | |
| PTC PTC Inc. | 4 | -6.8% | |
| SHOP Shopify | 9 | +33.7% | |
| SNOW Snowflake Inc. | 10 | +33.5% | |
| SOUN SoundHound AI, Inc. | 9 | +45.0% | |
| TEAM Atlassian | 10 | +27.6% | |
| TTD The Trade Desk, Inc. | 4 | +3.0% | |
| TYL Tyler Technologies | 5 | +8.2% | |
| U Unity Software Inc. | 9 | +23.9% | |
| UBER Uber | 8 | +12.2% | |
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