The Investor
28 Feb 2026, 14:59
Autodesk, Inc. reported fourth-quarter fiscal 2026 revenue of $1.96 billion, up 19% year over year on both a reported and constant currency basis.
Billings rose 33% to $2.80 billion. GAAP operating margin was 22%, while non-GAAP operating margin improved to 38%, up one percentage point year over year. GAAP EPS was $1.48, up $0.08 year over year, and non-GAAP EPS increased $0.56 to $2.85. Cash flow from operating activities grew 43% to $989 million, with free cash flow also up 43% to $972 million.
By product segment, Design revenue totaled $1.61 billion, up 19%; Make revenue was $218 million, up 24% (23% constant currency); and Other revenue reached $130 million, up 21%. Geographically, revenue increased 16% in the Americas to $847 million, 25% in EMEA to $777 million (23% constant currency), and 16% in APAC to $333 million (18% constant currency).
Management cited strong performance in the AECO segment, particularly construction and emerging markets, and indicated fiscal 2027 guidance reflects continued business momentum with prudence for potential near-term billings risks.
Source: Autodesk, PRNewswire, February 26, 2026.
Billings rose 33% to $2.80 billion. GAAP operating margin was 22%, while non-GAAP operating margin improved to 38%, up one percentage point year over year. GAAP EPS was $1.48, up $0.08 year over year, and non-GAAP EPS increased $0.56 to $2.85. Cash flow from operating activities grew 43% to $989 million, with free cash flow also up 43% to $972 million.
By product segment, Design revenue totaled $1.61 billion, up 19%; Make revenue was $218 million, up 24% (23% constant currency); and Other revenue reached $130 million, up 21%. Geographically, revenue increased 16% in the Americas to $847 million, 25% in EMEA to $777 million (23% constant currency), and 16% in APAC to $333 million (18% constant currency).
Management cited strong performance in the AECO segment, particularly construction and emerging markets, and indicated fiscal 2027 guidance reflects continued business momentum with prudence for potential near-term billings risks.
Source: Autodesk, PRNewswire, February 26, 2026.
