Design software maker Autodesk beats Q3 revenue, adjusted EPS expectations, raises FY revenue guidance

Autodesk

25/11/2025 21:10

Overview

Autodesk fiscal Q3 revenue grows 18% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q3 beats consensus, reflecting strong operational performance

Company raises full-year guidance, citing current business momentum

Outlook

Autodesk raises full-year revenue guidance to $7.150 bln - $7.165 bln

Company expects Q4 revenue between $1.901 bln and $1.917 bln

Autodesk sees full-year non-GAAP EPS at $10.18 - $10.25

Result Drivers

AECO GROWTH - Revenue in the AECO segment increased by 23%, driving overall revenue growth

SALES AND MARKETING - Successful execution of sales and marketing optimization plan contributed to exceeding expectations

STABLE MACRO ENVIRONMENT - Broadly stable macroeconomic environment supported performance despite elevated uncertainty

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.85 bln
$1.81 bln (23 Analysts)
Q3 Adjusted EPS
Beat
$2.67
$2.50 (24 Analysts)
Q3 EPS
$1.60
Q3 Adjusted Operating Margin
38.00%
Q3 Operating Margin
25.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 7 "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 $370.00, about 21.7% above its November 24 closing price of $289.85

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nPn5lDlMGa

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(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.)