Short answer
Autodesk (ADSK) filed its Q3 2026 10-Q quarterly report on Aug 28, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $2.0B (up 16.1% year over year) with net income of $492M.
Q3 2026 key financials · XBRL
- Revenue
- $2.0B
- +16.1% YoY · +5.8% QoQ
- Net income
- $492M
- +57.2% YoY · +0.2% QoQ
- Operating margin
- 29.3%
- Gross margin
- 91.4%
- EPS (diluted)
- $2.32
- +60.0% YoY · +0.0% QoQ
Source: XBRL data from the Autodesk (ADSK) Q3 2026 10-Q on SEC EDGAR. USD.
Autodesk Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $2.046B, up 16% YoY from $1.763B, driven by subscription revenue of $1.952B, up 17%
- Best product family AECO: $1.029B, up 17%; weakest Other: $40M, up 29% but smallest revenue base
- Cash, equivalents, and marketable securities $4.36B; operating cash flow $1.47B versus $1.02B YoY
- Share repurchases $901M for 4M shares; headwinds include geopolitical conflicts, trade wars, inflation, interest rates, labor shortages, and foreign exchange fluctuations
Risk Factors
- New tariff exposure triggered by 2026 U.S. trade actions, including tariffs up to 12.5% on imports from 60 trading partners
- Most material update: tariff uncertainty expanded after IEEPA tariffs were rescinded and replacement tariffs introduced under Sections 122 and 301
- Regulatory risk from privacy, cybersecurity, sanctions, and export controls affecting international operations and cross-border data flows
- Competitive risk from AI disruption and cloud-enabled entrants potentially reducing demand, pricing, margins, and market share
- International concentration risk with 65% of net revenue generated outside the United States in the six months ended July 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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