Autodesk just dropped its Q2 2026 results, and let’s just say they’re building more than just designs! With revenue soaring and AI advancements leading the charge, it seems innovation truly pays off. What’s next for this tech giant as they continue to reshape industries?
Autodesk, Inc. has announced a remarkably strong performance for its second quarter of fiscal year 2026, showcasing significant financial earnings growth and continued leadership in technological AI innovation. This period, ending July 31, 2025, reflects the company’s strategic advancements and robust market position, which have translated into impressive revenue figures and an optimistic outlook for the remainder of the fiscal year, reinforcing confidence in ADSK Stock.
The financial powerhouse reported a substantial 17 percent increase in second-quarter revenue, reaching an impressive $1.76 billion, with an even more robust 18 percent growth on a constant currency basis. This considerable uplift underscores the fundamental strength of Autodesk’s core business operations and its effective navigation of the current economic landscape, exceeding expectations in various key performance indicators for Q2 Results 2026.
Andrew Anagnost, Autodesk president and CEO, highlighted the company’s sustained commitment to innovation, stating, “For more than a decade, Autodesk has been at the forefront of innovation — in BIM, SaaS, generative design, and now in generative AI.” He emphasized the development of industry-specific foundation models and products capable of understanding complex 2D and 3D geometry, design data, and even physical behavior, reinforcing Autodesk’s long-term vision for scaling AI successfully through a well-established go-to-market, industry cloud, and platform ecosystem.
Echoing this sentiment, Janesh Moorjani, Autodesk CFO, noted the quarter’s overall strength, particularly within the Architecture, Engineering, Construction, and Operations (AECO) sector. Customers in this segment are significantly benefiting from sustained investments in data centers, infrastructure, and industrial buildings, effectively offsetting any softness observed in commercial markets. The Autodesk Store, along with billings linearity and up-front revenue, also performed better than anticipated, leading the company to raise its full-year guidance.
Delving deeper into the financials, the report indicated strong metrics across the board. Billings surged by 36 percent, while the GAAP operating margin stood at 25 percent and the non-GAAP operating margin at 39 percent. The company also posted GAAP EPS of $1.46 and non-GAAP EPS of $2.62, alongside exceptional cash flow from operating activities, which increased by 117 percent, and free cash flow rising by 122 percent.
Revenue distribution by product type further illustrated the company’s diversified strength. The Design segment recorded a 17 percent year-over-year increase, reaching $1.47 billion, while the Make segment grew by 20 percent to $194 million. Geographically, the Americas led with 19 percent revenue growth, followed by EMEA with 18 percent, and APAC contributing 11 percent, all reflecting consistent performance across global markets.
Performance across product families demonstrated significant contributions from AECO, which grew by 23 percent, and steady increases from AutoCAD and AutoCAD LT (13 percent) and Manufacturing (13 percent). Remaining Performance Obligations (RPO) also expanded significantly, with total RPO increasing by 24 percent to $7.29 billion, underscoring a healthy pipeline and future revenue visibility for the software industry leader.
In a significant development, Autodesk also announced the closure of previously disclosed government investigations. Both the U.S. Securities and Exchange Commission (SEC) and the United States Attorney’s Office for the Northern District of California (USAO) notified the company in August 2025 that they were closing their respective matters, concluding an internal investigation that commenced in early March 2024 regarding free cash flow and non-GAAP operating margin practices. This resolution provides a clear path forward for the company, further stabilizing its operational environment.
With a focus on key performance metrics like billings, recurring revenue, and net revenue retention rate, Autodesk continues to monitor the long-term health of its business. The company’s commitment to delivering innovative solutions that empower designers, engineers, builders, and creators worldwide, from conceptual design to manufacturing, firmly positions it at the forefront of the global technology and software sectors, promising sustained growth and value creation for shareholders.