ADSK Autodesk
FY2026 10-K
Autodesk (ADSK) filed its fiscal year 2026 10-K annual report with the SEC on Mar 3, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2026 10-K
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
Financial SummaryXBRL
Revenue
$7.2B
Net Income
$1.1B
Gross Margin
91.0%
Operating Margin
21.9%
Net Margin
15.6%
ROE
36.9%
Total Assets
$12.5B
EPS (Diluted)
$5.23
Operating Cash Flow
$2.5B
Source: XBRL data from Autodesk FY2026 10-K filing on SEC EDGAR. All figures in USD.
Other Autodesk Annual Reports
Get deeper insights on Autodesk
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.