Autodesk Q4 revenue rises 19%, beats analyst expectations

Autodesk

26/02/2026 21:12

Overview

Design software firm's fiscal Q4 revenue grew 19%, beating analyst expectations

Adjusted EPS for fiscal Q4 beat consensus, driven by AECO performance

Company fiscal 2027 guidance reflects strong business momentum and prudence for risks

Outlook

Autodesk projects Q1 FY27 revenue between $1.885 bln and $1.900 bln

Company expects FY27 revenue between $8.1 bln and $8.17 bln

Autodesk anticipates FY27 GAAP EPS between $7.76 and $8.39

Result Drivers

AECO PERFORMANCE - Strong performance in AECO, particularly in construction and emerging markets, drove revenue growth

BILLINGS EXCEEDED EXPECTATIONS - EBA and product subscription billings, linearity of billings, and upfront revenue all exceeded expectations

Company press release: ID:nPnbj78KVa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.96 bln
$1.91 bln (23 Analysts)
Q4 Adjusted EPS
Beat
$2.85
$2.64 (24 Analysts)
Q4 EPS
$1.48
Q4 Adjusted Operating Margin
38%
Q4 Operating Margin
22%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 29 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Autodesk Inc is $365.00, about 62.4% above its February 25 closing price of $224.81

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 27 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)