Autodesk Reports Q2 FY26 Results with 92.9% Design Software Programs, 5.2% Visualization Software, and 1.9% Other Sales

Autodesk reported Q2 fiscal 2026 results with net sales breaking down by product family, including design software (92.9%), visualization and animation software (5.2%), and other services (1.9%). Net sales were distributed geographically across the US, Americas, Europe/Middle East/Africa, and Asia/Pacific. The company's net sales were primarily subscription-based (93.2%), with maintenance services accounting for 0.7% and other services making up 6.1%.

Autodesk Inc. (NASDAQ: ADSK) reported robust second-quarter fiscal 2026 results, demonstrating significant growth across key metrics. The design software leader's stock rose 0.79% in after-hours trading to $288.20 following a regular session close of $285.95.

Quarterly Performance Highlights

- Revenue: Autodesk's revenue reached $1.76 billion, representing a 17% year-over-year (YoY) growth, while billings surged 36% to $1.68 billion [1].
- Margins: GAAP operating margin increased by 2 percentage points to 25%, and non-GAAP operating margin rose 1 percentage point to 39%.
- Earnings Per Share (EPS): GAAP EPS increased by $0.16 to $1.46, while non-GAAP EPS climbed $0.47 to $2.62.
- Cash Flow: Cash flow from operating activities more than doubled to $460 million (up 117%), and free cash flow rose 122% to $451 million.

Product and Geographic Breakdown

- Design: Revenue from the Design segment grew 17% to $1.47 billion.
- Make: The Make segment grew 20% to $194 million.
- Geographic Regions: The Americas led with 19% growth to $786 million, followed by EMEA (Europe, Middle East, and Africa) at 18% growth to $675 million, and Asia-Pacific at 11% growth to $302 million [1].

Future Outlook

Autodesk expects revenue between $1.80 billion and $1.81 billion for the third quarter of fiscal 2026, with non-GAAP EPS ranging from $2.48 to $2.51. For the full fiscal year 2026, the company projects revenue of $7.03-$7.08 billion, representing approximately 15% growth [1].

References

[1] https://www.investing.com/news/company-news/autodesk-q2-fy26-slides-revenue-growth-accelerates-to-17-billings-surge-36-93CH-4215387
[2] https://www.prnewswire.com/news-releases/autodesk-inc-announces-fiscal-2026-second-quarter-results-302540893.html