Autodesk (ADSK) reported $1.96 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 19.4%. EPS of $2.85 for the same period compares to $2.29 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.91 billion, representing a surprise of +2.48%. The company delivered an EPS surprise of +8.33%, with the consensus EPS estimate being $2.63.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $2.8 billion versus $2.54 billion estimated by six analysts on average.
- Net Revenue- Other: $130 million versus $115.81 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.
- Net Revenue- Total subscription and maintenance revenue: $1.83 billion versus $1.79 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +19.3% change.
- Net Revenue- Maintenance: $8 million versus $9.35 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -20% change.
- Net Revenue- Subscription: $1.82 billion compared to the $1.79 billion average estimate based on seven analysts. The reported number represents a change of +19.5% year over year.
- Net Revenue by Product Family- M&E (Media and Entertainment): $90 million versus the three-analyst average estimate of $110.83 million. The reported number represents a year-over-year change of +7.1%.
- Net Revenue by Product Family- Other: $33 million compared to the $43.38 million average estimate based on two analysts. The reported number represents a change of +13.8% year over year.
- Net Revenue by Product Type- Design: $1.61 billion versus the two-analyst average estimate of $1.58 billion. The reported number represents a year-over-year change of +18.7%.
- Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations): $975 million versus $953.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22% change.
- Net Revenue by Product Family- AutoCAD and AutoCAD LT: $478 million versus $442.94 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.9% change.
- Net Revenue by Product Family- MFG (Manufacturing): $381 million compared to the $346.97 million average estimate based on two analysts. The reported number represents a change of +19.8% year over year.
- Net Revenue by Product Type- Other: $130 million compared to the $118.93 million average estimate based on two analysts. The reported number represents a change of +21.5% year over year.
View all Key Company Metrics for Autodesk here>>>
Shares of Autodesk have returned -16.2% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Autodesk, Inc. (ADSK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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