Autodesk (ADSK) FY2026 10-K Annual Report
Autodesk (ADSK) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Mar 3, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Autodesk FY2026 10-K Analysis
Business Overview
- • Global leader in 3D design/engineering software sold via hybrid direct-indirect channels; subscription-based recurring revenue model across AECO, Manufacturing, and M&E verticals
- • Go-to-market overhaul: new transaction model shifts transactions directly between Autodesk and end customers, reducing TD Synnex revenue share from 39% (FY2024) to 14% (FY2026)
Management Discussion & Analysis
- • Revenue $7.21B in FY2026, up 18% YoY ($1.075B increase); subscription revenue $6.74B, up 18%; AECO best-performing segment at $3.58B, up 22%
- • GAAP operating margin 21.9% vs 22.1% FY2025; non-GAAP operating margin 38% vs 36.4% FY2025; restructuring charges drove GAAP margin pressure
Risk Factors
- • EU AI Act (approved March 2024) imposes compliance obligations on Autodesk's AI-embedded offerings; U.S. state AI laws adding further regulatory burden
- • International revenue 64% of total; new 10% global "temporary import surcharge" (post-Feb 2026) and prior IEEPA tariffs create trade cost/refund uncertainty
Autodesk FY2026 Key Financial MetricsXBRL
Revenue
$7.2B
▲ +17.5% YoY
Net Income
$1.1B
▲ +1.1% YoY
Gross Margin
91.0%
▲ +41bp YoY
Operating Margin
21.9%
▼ -19bp YoY
Net Margin
15.6%
▼ -254bp YoY
ROE
36.9%
▼ -551bp YoY
Total Assets
$12.5B
▲ +15.1% YoY
EPS (Diluted)
$5.23
▲ +2.1% YoY
Operating Cash Flow
$2.5B
▲ +52.6% YoY
Source: XBRL data from Autodesk FY2026 10-K filing on SEC EDGAR. All figures in USD.
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