Autodesk, Inc. is expected to release its Q3 2026 10-Q filing on August 26, 2026. Last quarter: Autodesk delivered a standout Q2 FY2026, with revenue surging 18.4% YoY to $1.93B and net income more than tripling to $491M, driven by strong subscription growth and significant operating leverage.
EPS Estimate
$3.18
Revenue Estimate
$2.05B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the ADSK page.
Drawn from management commentary in the Q2 2026 10-Q:
Total revenue grew 18.4% YoY to $1.93B in Q2 FY2026, up from $1.63B in the prior-year period. This growth reflects Autodesk's continued transition to a subscription-based model, which provides recurring, predictable revenue streams across its design and construction software portfolio.
Operating income surged 132.2% YoY to $541M, with operating margin expanding approximately 13.7 percentage points to 28.0%. This significant leverage demonstrates that revenue growth is substantially outpacing cost growth, as cost of revenue rose only 9.4% while gross profit grew 19.4%.
Net income jumped 223.0% YoY to $491M, while diluted EPS rose 231.4% to $2.32 from $0.70 in the prior-year quarter. This outsized earnings growth relative to revenue growth reflects both improved operational efficiency and the benefits of operating leverage at scale.
Revenue
$1.93B
++18.43% YoY
EPS (Basic)
$2.33
++228.17% YoY
Gross Margin
91.0%
++0.75% YoY
Operating Income
$541M
++132.19% YoY
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