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Autodesk (ADSK) Reports Q2 Earnings: What Key Metrics Have to Say

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Autodesk (ADSK - Free Report) reported $2.05 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 16.1%. EPS of $3.30 for the same period compares to $2.62 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.01 billion, representing a surprise of +1.84%. The company delivered an EPS surprise of +5.77%, with the consensus EPS estimate being $3.12.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Autodesk performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Billings: $1.85 billion versus the five-analyst average estimate of $1.77 billion.
  • Net Revenue- Other: $94 million compared to the $102.16 million average estimate based on six analysts. The reported number represents a change of -2.1% year over year.
  • Net Revenue- Subscription: $1.95 billion versus the six-analyst average estimate of $1.9 billion. The reported number represents a year-over-year change of +17.7%.
  • Net Revenue by Product Family- M&E (Media and Entertainment): $92 million compared to the $97.88 million average estimate based on three analysts. The reported number represents a change of +15% year over year.
  • Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations): $1.03 billion versus the two-analyst average estimate of $1.01 billion. The reported number represents a year-over-year change of +17.2%.
  • Net Revenue by Product Family- Other: $40 million versus the two-analyst average estimate of $39.15 million. The reported number represents a year-over-year change of +29%.
  • Net Revenue by Product Family- AutoCAD and AutoCAD LT: $500 million compared to the $482.06 million average estimate based on two analysts. The reported number represents a change of +13.6% year over year.
  • Net Revenue by Product Family- MFG (Manufacturing): $385 million versus $375.32 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.3% change.

View all Key Company Metrics for Autodesk here>>>

Shares of Autodesk have returned +3.9% over the past month versus the Zacks S&P 500 composite's +3.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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