Autodesk (ADSK) official guidance
Autodesk (ADSK) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteADSKAutodesk, Inc.H4 FY2027 · ends 2027-01-31
1 metric1 newearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTC$70Mnew
We expect MaintainX to contribute approximately $60 million to second half fiscal 2027 revenue and approximately $70 million to second half fiscal 2027 billings, both weighted slightly towards the fourth quarter, given the growth profile of the business.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
ADSKAutodesk, Inc.FY2027 · ends 2027-01-31
4 metrics4 maintainedearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTC$8.6B – $8.7Bmaintained
For billings, we have raised our fiscal 2027 billings guidance to a range of $8.575 billion-$8.65 billion to reflect the contribution from MaintainX and an underlying improvement in our expectations, partly offset by mix assumption on the contribution from the new transaction model and foreign exchange.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC$8.6B – $8.7Braised +0.8%
| Billings (in millions) | $8,575 - $8,650 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-29 04:00:56 UTC$8.5B – $8.6Bmaintained
Reflecting all this for FY 2027, we've raised the bottom end of our prior billings guidance to a range of $8.505 billion to $8.58 billion, reflecting the sustained momentum of the business.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-05-28 20:15:27 UTC$8.5B – $8.6Braised +0.1%
| Billings (in millions) | $8,505 - $8,580 |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-27 05:01:02 UTC$8.5B – $8.6Bmaintained
Reflecting all this, for fiscal 2027, our billings guidance range is $8.48 billion-$8.58 billion.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-02-26 21:07:53 UTC$8.5B – $8.6Bnew
| Billings (in millions) (1) | $8,480 - $8,580 |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
2026-08-28 04:00:57 UTC$2.7B – $2.8Bmaintained13.1% – 14.2% vs FY2026
For free cash flow, we have narrowed our fiscal 2027 expectation to a range of $2.725 billion-$2.75 billion, reflecting stronger underlying expectations, offset by the operating and net financing costs for MaintainX, and approximately $45 million of transaction expenses related to the acquisition of MaintainX.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC$2.7B – $2.8Blowered -0.9%13.1% – 14.2% vs FY2026
| Free cash flow (in millions) (2) | $2,725 - $2,750 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-29 04:00:56 UTC$2.7B – $2.8Bmaintained13.1% – 16.2% vs FY2026
We've also raised the bottom end of our free cash flow guidance to a range of $2.725 billion to $2.8 billion.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-05-28 20:15:27 UTC$2.7B – $2.8Braised +0.5%13.1% – 16.2% vs FY2026
| Free cash flow (in millions) (2) | $2,725 - $2,800 |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-27 05:01:02 UTC$2.7B – $2.8Bmaintained
Our free cash flow guidance range is $2.7 billion-$2.8 billion.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-02-26 21:07:53 UTC$2.7B – $2.8Bnew
| Free cash flow (in millions) (2) | $2,700 - $2,800 |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
2026-08-28 04:00:57 UTC25% – 27%maintained10 bps – 210 bps vs FY2026
For GAAP operating margin, we have revised our fiscal 2027 guidance to a range of 25%-27%, primarily to reflect the GAAP accounting effects of the MaintainX acquisition.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC25% – 27%lowered -3.7%10 bps – 210 bps vs FY2026
| GAAP operating margin | 25% - 27% |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-29 04:00:56 UTC26% – 28%maintained110 bps – 310 bps vs FY2026
Our GAAP operating margin guidance range is 26%-28%.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-05-28 20:15:27 UTC26% – 28%maintained110 bps – 310 bps vs FY2026
| GAAP operating margin | 26% - 28% |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-27 05:01:02 UTC26% – 28%maintained
Our GAAP operating margin guidance range is 26%-28%.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-02-26 21:07:53 UTC26% – 28%new
| GAAP operating margin | 26% - 28% |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
2026-08-28 04:00:57 UTC39%maintained
We expect fiscal 2028 non-GAAP margins to improve modestly from 39% in fiscal 2027, with underlying improvement partly offset by the annualization of MaintainX operating costs.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC39%maintained
| Non-GAAP operating margin | ~39% |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-29 04:00:56 UTC39%maintained
We've raised our non-GAAP operating margin guidance to approximately 39%, reflecting our increased revenue guidance.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-05-28 20:15:27 UTC39%raised +0.6%
| Non-GAAP operating margin | ~39% |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-27 05:01:02 UTC38.5% – 39%maintained
Our non-GAAP operating margin guidance range is 38.5%-39%.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-02-26 21:07:53 UTC38.5% – 39%new
| Non-GAAP operating margin | 38.5% - 39% |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
ADSKAutodesk, Inc.FY2028 · ends 2028-01-31
1 metric1 newearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTCimprove modestlynew
We expect fiscal 2028 non-GAAP margins to improve modestly from 39% in fiscal 2027, with underlying improvement partly offset by the annualization of MaintainX operating costs.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
ADSKAutodesk, Inc.FY2029 · ends 2029-01-31
1 metric1 newearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTC41%new
We remain on track to achieve 41% non-GAAP operating margin in fiscal 2029.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
ADSKAutodesk, Inc.H4 FY2027 · ends 2027-01-31
1 metric1 newearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTC$60Mnew
We expect MaintainX to contribute approximately $60 million to second half fiscal 2027 revenue and approximately $70 million to second half fiscal 2027 billings, both weighted slightly towards the fourth quarter, given the growth profile of the business.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
ADSKAutodesk, Inc.FY2027 · ends 2027-01-31
6 metrics1 lowered1 new2 maintainedearnings call · 2026-08-28 04:00:57 UTC
2026-08-28 04:00:57 UTC$8.3B – $8.3Bmaintained15.1% – 15.8% vs FY2026
For revenue, we have raised our fiscal 2027 revenue guidance to a range of $8.295 billion-$8.345 billion to reflect the contribution from MaintainX, our strong results in the second quarter, and an underlying improvement in our expectations.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC$8.3B – $8.3Braised +1.6%15.1% – 15.8% vs FY2026
| Revenue (in millions) | $8,295 - $8,345 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-29 04:00:56 UTC$8.2B – $8.2Bmaintained13.2% – 14% vs FY2026
We've raised our revenue guidance to a range of $8.155 billion to $8.215 billion, reflecting our strong results in the first quarter.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-05-28 20:15:27 UTC$8.2B – $8.2Braised +0.6%13.2% – 14% vs FY2026
| Revenue (in millions) | $8,155 - $8,215 |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-27 05:01:02 UTC$8.1B – $8.2Bmaintained
Our revenue guidance range is $8.1 billion-$8.17 billion.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-02-26 21:07:53 UTC$8.1B – $8.2Bnew
| Revenue (in millions) (1) | $8,100 - $8,170 |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
2026-08-28 04:00:57 UTCsimilar to fiscal 2026 in total dollars
We continue to expect our share buyback in fiscal 2027 to be similar to fiscal 2026 in total dollars.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-05-29 04:00:56 UTCsimilar to FY 2026 in total dollars
We continue to expect our share buyback in FY 2027 to be similar to FY 2026 in total dollars.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-02-27 05:01:02 UTCsimilar to fiscal 2026 in total dollarsnew
We expect our share buyback in fiscal 2027 to be similar to fiscal 2026 in total dollars, with the precise amount determined by our purchasing grids.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-08-28 04:00:57 UTC50%maintained
We expect to maintain a healthy buyback program that continues to apply approximately 50% of free cash flow to further reduce share count over time.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-05-29 04:00:56 UTC50%maintained
We expect to maintain a healthy buyback program that continues to apply approximately 50% of free cash flow to further reduce share count over time.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-02-27 05:01:02 UTC50%new
Over the last few years, we've applied approximately 50% of our free cash flow towards share buybacks, and we expect to do the same in fiscal 2027.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-08-28 04:00:57 UTC9%
We expect stock-based compensation as a percent of revenue to be about 9% in fiscal 2027, which is within our targeted range and down from about 11% in fiscal 2026.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-05-29 04:00:56 UTCat most 10%
We expect SBC to fall below 10% of revenue in FY 2027, continuing the trend of the last few years.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-02-27 05:01:02 UTCat most 10%new
We expect SBC to fall below 10% of revenue in fiscal 2027, continuing the trend of the last few years.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
2026-08-28 04:00:57 UTC$45Mnew
For free cash flow, we have narrowed our fiscal 2027 expectation to a range of $2.725 billion-$2.75 billion, reflecting stronger underlying expectations, offset by the operating and net financing costs for MaintainX, and approximately $45 million of transaction expenses related to the acquisition of MaintainX.
ADSK · transcript · Q2 FY2027
2026-08-28 04:00:00 UTCOpen source
2026-08-27 20:05:43 UTC$7.89 – $8.72lowered -0.5%50.9% – 66.7% vs FY2026
| GAAP EPS | $7.89 - $8.72 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-28 20:15:27 UTC$8.07 – $8.63raised +3.4%54.3% – 65% vs FY2026
| EPS GAAP | $8.07 - $8.63 |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-26 21:07:53 UTC$7.76 – $8.39new
| EPS GAAP | $7.76 - $8.39 |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
ADSKAutodesk, Inc.Q3 FY2027 · ends 2026-10-31
1 metric1 newearnings release · 2026-08-27 20:05:43 UTC
2026-08-27 20:05:43 UTC$1.57 – $1.87new-1.9% – 16.9% vs Q3 FY2026
| GAAP EPS | $1.57 - $1.87 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
ADSKAutodesk, Inc.FY2027 · ends 2027-01-31
1 metric1 raisedearnings release · 2026-08-27 20:05:43 UTC
2026-08-27 20:05:43 UTC$12.52 – $12.6raised +0.3%
| Non-GAAP EPS | $12.52 - $12.60 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-05-28 20:15:27 UTC$12.4 – $12.65raised +0.8%
| EPS non-GAAP | $12.40 - $12.65 |
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source
2026-02-26 21:07:53 UTC$12.29 – $12.56new
| EPS non-GAAP | $12.29 - $12.56 |
ADSK · EX-99.1 · Q4 FY2026
2026-02-26 21:07:03 UTCOpen source
ADSKAutodesk, Inc.Q3 FY2027 · ends 2026-10-31
2 metrics2 newearnings release · 2026-08-27 20:05:43 UTC
2026-08-27 20:05:43 UTC$3.04 – $3.09new
| Non-GAAP EPS | $3.04 - $3.09 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
2026-08-27 20:05:43 UTC$2.1B – $2.1Bnew14.7% – 15.5% vs Q3 FY2026
| Revenue (in millions) | $2,125 - $2,140 |
ADSK · EX-99.1 · Q2 FY2027
2026-08-27 20:05:06 UTCOpen source
ADSKAutodesk, Inc.FY2028 · ends 2028-01-31
1 metricearnings call · 2026-05-29 04:00:56 UTC
2026-05-29 04:00:56 UTCwill begin to normalize
Our U.S. federal cash tax payments will begin to normalize in FY 2028.
ADSK · transcript · Q1 FY2027
2026-05-29 04:00:00 UTCOpen source
2026-02-27 05:01:02 UTCwill begin to normalizenew
Our U.S. federal cash tax payments will begin to normalize in fiscal 2028.
ADSK · transcript · Q4 FY2026
2026-02-27 05:00:00 UTCOpen source
ADSKAutodesk, Inc.FY2027 · ends 2027-01-31
1 metric1 newearnings release · 2026-05-28 20:15:27 UTC
2026-05-28 20:15:27 UTC$70Mnew62.8% vs FY2026
(2) Free cash flow is cash flow from operating activities less approximately $70 million of capital expenditures.
ADSK · EX-99.1 · Q1 FY2027
2026-05-28 20:14:49 UTCOpen source