ADSK · Autodesk, Inc.
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AI Brief
Q2 FY27 earnings call · Aug 27, 2026TL;DR. Autodesk delivered Q2 revenue of $2.046B (+16% reported, +14% constant currency) and billings of $1.854B (+10% reported), with both revenue and billings above the high end of guidance. The company raised its full-year Fiscal 2027 billings guidance to $8.575B–$8.650B and revenue guidance to $8.295B–$8.345B, reflecting the MaintainX acquisition (closed August 3) and stronger underlying expectations; non-GAAP operating margin guidance was held at ~39%.
- + Q2 revenue grew 16% reported / 14% constant currency to $2.046B, above the high end of guidance
- + Raised full-year FY27 billings guidance to $8.575B–$8.650B and revenue guidance to $8.295B–$8.345B on stronger underlying expectations plus MaintainX
- + Renewal rates remained strong and new business productivity in Western Europe trending ahead of prior Q1 levels
- − MaintainX is unprofitable and will be a drag on operating margin in FY27, including ~$45M of transaction expenses and adding financing costs
- − GAAP operating margin FY27 guidance range of 25%–27% includes purchase accounting effects from the MaintainX acquisition
- − Western Europe new business expansion ramp slower than other regions
- − FY27 new transaction model tailwind does not recur in FY28, and other fiscal 27 tailwinds (model change, renewal cohorts) lap in fiscal 28
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Recurring revenue | $1.99B | Three Months Ended July 31, 2026 filing | — |
| Recurring revenue as a percentage of net revenue | 97% | Three Months Ended July 31, 2026 filing | — |
| Billings | $1.85B | Q2 FY27 | — |
| Current RPO | $5.25B | Q2 FY27 | — |
| Deferred Revenue | $4.26B | Q2 FY27 | — |
| Free cash flow non-GAAP | $561M | Q2 FY27 | +0.0% |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 575M
-14M Capital expenditures
= Free cash flow 561M
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| Non-GAAP diluted net income per share non-GAAP | $3.3 | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP diluted net income per share $2.33
+$0.87 Stock-based compensation expense
+$0.16 Amortization of purchased intangibles and developed technologies
+$0.07 Acquisition-related costs
+$0.07 (Gains) losses on strategic investments and dispositions, net
-$0.2 Income tax adjustments
= Non-GAAP diluted net income per share $3.3
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| Non-GAAP operating margin non-GAAP | 41% | Three Months Ended July 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP operating margin 29%
+9% Stock-based compensation expense
+2% Amortization of purchased intangibles and developed technologies
+1% Acquisition-related costs
= Non-GAAP operating margin 41%
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| Remaining performance obligations | $7.43B | Q2 FY27 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ADSK
this stock
Autodesk, Inc.
|
$43.24B | -29.4% | +17.5% | 26.8 | 4.0% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ADSK | -3.8% | -15.6% | -7.2% | -19.2% | -29.4% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.1% | -15.7% | -19.3% | -18.6% | -41.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.