Autodesk Shares Surge 7.5% on Q2 Earnings Beat and Raised Guidance

Autodesk (ADSK) stock rose 7.5% after reporting Q2 financial results exceeding Wall Street expectations, with revenue of $1.76 billion, a 17.1% YoY increase, and adjusted EPS of $2.62. The company also raised its full-year revenue guidance and provided a strong next-quarter revenue forecast. Autodesk's shares have not been very volatile, but today's move indicates the market considers this news meaningful. The stock is up 5.8% this year and trading near its 52-week high.

Autodesk Inc. (ADSK) reported its Q2 2025 financial results, which exceeded Wall Street expectations, driving its stock up 7.5% in pre-market trading. The company's revenue for the quarter reached $1.76 billion, a 17.1% year-over-year (YoY) increase, while adjusted earnings per share (EPS) stood at $2.62, up from $2.15 YoY [1]. The company's billings totaled $1.68 billion, surpassing the $1.57 billion estimate [1].

Net revenue from subscription and maintenance was $1.67 billion, up 17.5% YoY. Significant growth was seen in the AECO (23.1%), MFG (12.8%), and AutoCAD and AutoCAD LT (13.1%) product families [2]. The company's net income for the quarter was $313 million, up from $287 million in the same period last year [1].

Autodesk's guidance for the next quarter (Q3 2025) was better than expected, with revenue projected to be between $1.8 billion and $1.81 billion, and non-GAAP EPS expected to range from $2.48 to $2.51 per share. For the full year, the company lifted its revenue guidance to $7.05 billion and raised its full-year adjusted EPS guidance to $9.89 [1].

The company's CFO, Janesh Moorjani, highlighted the strength in the AECO segment, where sustained investment in data centers, infrastructure, and industrial buildings offset softness in commercial segments. The Autodesk Store, billings linearity, and up-front revenue were also stronger than expected [1].

Autodesk's business outlook considers the current economic environment and foreign exchange currency rate environment. The company's free cash flow for the third quarter is expected to be $2,200-$2,275, and for the full year, it is projected to be $2,200-$2,275 [1].

The company's stock price has been relatively stable in recent months, reflecting broader market conditions and investor sentiment. However, the latest earnings report suggests a positive outlook for the company's future performance. Autodesk's shares have not been very volatile, but today's move indicates the market considers this news meaningful. The stock is up 5.8% this year and trading near its 52-week high.

References:
[1] https://www.ainvest.com/news/autodesk-q2-earnings-analysis-revenue-17-1-eps-22-1-2508/
[2] https://www.ainvest.com/news/autodesk-q2-earnings-exceed-expectations-shares-surge-10-2508/