San Rafael, CA – Autodesk, Inc. (NASDAQ: ADSK) has announced its financial results for the second quarter of fiscal 2026, ending July 31, 2025. The company reported impressive growth across multiple metrics, driven by strong demand in its Architecture, Engineering, Construction, and Operations (AECO) sector, as well as notable advancements in its generative AI offerings.

1. Strong Performance Highlights

Autodesk's president and CEO, Andrew Anagnost, emphasized the company's commitment to innovation, particularly in generative AI, stating, “We have been building industry-specific foundation models and products capable of understanding and reasoning about 2D and 3D geometry, design and make data, complex structures, and even physical behavior.” This focus on advanced technology is expected to enhance Autodesk's market position as it continues to evolve.

CFO Janesh Moorjani echoed this sentiment during the press release, highlighting that the company witnessed significant strength in its AECO segment, which has benefited from sustained investments in data centers, infrastructure, and industrial buildings. Moorjani noted, "The Autodesk Store, billings linearity during the quarter, and up-front revenue were stronger than expected," indicating robust demand across its product lines.

Financial Metrics Overview

(In millions, except percentages and per share amounts)	Q2 FY26	YoY Change
Billings	$1,678	36%
Revenue	$1,763	17%
GAAP Operating Margin	25%	2 ppt
Non-GAAP Operating Margin	39%	1 ppt
GAAP EPS	$1.46	$0.16
Non-GAAP EPS	$2.62	$0.47
Cash Flow from Operating Activities	$460	117%
Free Cash Flow	$451	122%

The second quarter saw billings reach $1.678 billion, a robust increase of 36% year-over-year, while revenue climbed to $1.763 billion, marking a 17% increase. Notably, Autodesk achieved a GAAP operating margin of 25%, up from the previous year, and a non-GAAP operating margin of 39%.

2. Revenue by Product Type

Autodesk's revenue breakdown by product type showcased significant growth across its offerings:

Product Type	Q2 FY26 Revenue (in millions)	YoY Change
Design	$1,472	17%
Make	$194	20%
Other	$97	13%
Total Revenue	$1,763	17%

The design segment, which includes flagship products such as AutoCAD, continues to be the largest revenue contributor, while the make segment showed a notable growth rate of 20%.

Geographic Performance

Autodesk's revenue by geographic area also reflects strong global performance:

Region	Q2 FY26 Revenue (in millions)	YoY Change
Americas	$786	19%
EMEA	$675	18%
APAC	$302	11%
Total	$1,763	17%

Both the Americas and EMEA regions demonstrated strong growth, contributing significantly to Autodesk's overall revenue performance.

3. Business Outlook

Looking ahead, Autodesk has raised its full-year guidance, reflecting its strong performance in the first half of the year and favorable foreign exchange dynamics. The company anticipates revenues in the range of $7,025 to $7,075 million for the fiscal year, with billings expected between $7,355 and $7,445 million.

Guidance Metrics for Q3 FY26

Metric	Q3 FY26 Guidance
Revenue (in millions)	$1,800 - $1,810
GAAP EPS	$1.34 - $1.42
Non-GAAP EPS	$2.48 - $2.51

The guidance reflects the company's optimism in maintaining its growth trajectory amidst an evolving economic landscape.

4. Conclusion

Autodesk's strong quarterly performance underscores its strategic focus on innovation and its ability to adapt to market demands, particularly in the growing field of generative AI. With a solid financial foundation and an optimistic outlook, Autodesk is poised to continue its leadership in the design and make software industry.

For investors and stakeholders, Autodesk's results not only highlight the company’s current success but also signal a promising future as it leverages its advanced technologies to create value for its customers and shareholders alike.

Original press release