Autodesk, Inc.(ADSK)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Autodesk, Inc. (ADSK) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ADSK at 78.6/100 on a 32-signal composite quality model, placing it at rank #52 of 2,961 stocks — the top 5% of the AI-ranked universe. ADSK scores in the top quartile across balance sheet strength (91.5), free cash flow (89.0), institutional flow (87.2). Shareholder dilution risk is elevated at 15.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Autodesk, Inc. reports quarterly revenue of $2.0B, net income of $492.0M, an operating margin of 29.3%. Top institutional holders of ADSK by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ADSK trades on the Nasdaq exchange and files with the SEC under CIK 769397. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADSK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Autodesk, Inc. directly from SEC EDGAR.
AI Quality Score
78.6/100
AI Rank
#52
Revenue
$2.0B
Net Income
$492.0M
Free Cash Flow
$561.0M
Operating Margin
29.3%
ADSK key financials by period
Autodesk, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$7.2B
$1.1B
21.9%
FY 2025
10-K
$6.1B
$1.1B
22.1%
FY 2024
10-K
$5.5B
$906.0M
20.5%
FY 2023
10-K
$5.0B
$823.0M
19.8%
FY 2022
10-K
$4.4B
$497.0M
14.1%
FY 2021
10-K
$3.8B
$1.2B
16.6%
Institutions holding ADSK
Institutional investors reporting a position in Autodesk, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-28 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Autodesk's Q2 FY2027 revenue grew 16% YoY to $2.05B, driven by 17% subscription growth, with net income rising 57% to $492M as operating leverage improved.
Biggest Revenue Drivers
Subscription revenue$1,952M+17% YoY
Increase primarily due to growth in subscriptions from existing customer base.
Other revenue$94M-2% YoY
Remained relatively flat period over period.
Biggest Revenue Drivers
Total revenue: $2.046B+16% YoY
Subscription revenue$1,952M+17% YoY
Increase primarily due to growth in subscriptions from existing customer base.
Other revenue$94M-2% YoY
Remained relatively flat period over period.
Largest Expense Items
Cost of revenue$176M+11% YoY
Increase primarily due to increase in cloud hosting costs.
Marketing and sales$616M+10% YoY
Increase primarily due to increase in sales commissions to Solution Providers and advertisement costs, partially offset by decrease in employee-related costs.
Research and development$464M+12% YoY
Increase primarily due to higher headcount and increase in cloud hosting costs.
General and administrative$179M+7% YoY
Increase primarily due to acquisition-related costs, partially offset by decrease in employee-related costs.
Margins: Gross margin improved as subscription revenue grew 17% while cost of revenue rose only 11%, demonstrating operating leverage. Operating margin expanded significantly with operating income rising 35% to $599M on 16% revenue growth, reflecting disciplined cost management and completion of restructuring charges.
Watch Items from the Filing
TD Synnex revenue concentration decreased to 8% of Q2 revenue from 16% in prior year Q2, reducing customer concentration risk. However, distributor dependency remains via reseller network.
Net revenue retention rate (NR3) at top end of 100-110% range on constant currency basis, indicating stable expansion within existing customer base, critical for recurring revenue model.
Deferred revenue of $4.26B decreased 9% from January 31, 2026 ($4.69B), and remaining performance obligations (RPO) of $7.43B decreased 10%, signaling potential near-term billing pressure.
AutoCAD and AutoCAD LT family products represent 24% of six-month revenue; any decline in these core offerings without offsetting growth in Collections could materially harm results.
Autodesk acquired MaintainX for ~$3.6B on August 3, 2026 (post-period), funded via $1B term loan, $1B commercial paper, and cash. Integration and synergy realization timing remain uncertain.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
