10-Q quarterly report · filed May 29, 2026

Autodesk (ADSK) Q2 2026 10-Q Quarterly Report

Short answer

Autodesk (ADSK) filed its Q2 2026 10-Q quarterly report on May 29, 2026 for the quarter ended Apr 30, 2026. Quarterly revenue was $1.9B (up 18.4% year over year) with net income of $491M.

Q2 2026 key financials · XBRL

Revenue
$1.9B
+18.4% YoY
Net income
$491M
+223.0% YoY
Operating margin
28.0%
Gross margin
91.0%
EPS (diluted)
$2.32
+231.4% YoY

Source: XBRL data from the Autodesk (ADSK) Q2 2026 10-Q on SEC EDGAR. USD.

Autodesk Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $1.934B, up 18% YoY from $1.633B, driven by subscription revenue of $1.836B, up 19%
  • Best segment AECO revenue $970M, up 20%; weakest M&E revenue $86M, up 13%
  • Operating expenses $1.218B, down 2% YoY from $1.240B; no actual margin percentages disclosed
  • Cash, equivalents, and marketable securities $3.31B; operating cash flow $893M vs $564M YoY
  • Share repurchases $448M for 2 million shares; headwinds include geopolitical conflicts, inflation, rates, labor shortages, trade wars, and FX fluctuations

Risk Factors

  • MaintainX acquisition risk added after May 28, 2026 agreement, pending regulatory review and closing conditions
  • Trade-policy exposure expanded with 10% temporary import surcharge beginning February 24, 2026
  • International revenue concentration reached 65% of quarterly revenue, increasing sensitivity to tariffs and currency volatility
  • Subscription renewal risk heightened by economic uncertainty and customer spending reductions
  • Billings and cash-collection timing volatility expected to continue through fiscal 2027 under named-user and annual-billing changes

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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