Autodesk (ADSK)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$269.16-0.34%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · ADSK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks ADSK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We have increased our fiscal 27 billings and revenue growth guidance to reflect higher underlying growth expectations, as well as the incremental contribution from MaintainX.
Stated in 2 of 8 supplied quarters. Management reported: ““We have increased our fiscal 27 billings and revenue growth guidance to reflect higher underlying growth expectations, as well as the incremental contribution from MaintainX.” “The proposed acquisition of MaintainX is intended to strengthen Autodesk’s ability to connect operations workflows with the broader lifecycle, helping teams make faster, more informed decisions over time.” Revenue was $2.046 billion in 2027-Q2.
““We have increased our fiscal 27 billings and revenue growth guidance to reflect higher underlying growth expectations, as well as the incremental contribution from MaintainX.”
“The proposed acquisition of MaintainX is intended to strengthen Autodesk’s ability to connect operations workflows with the broader lifecycle, helping teams make faster, more informed decisions over…”
Our fiscal 27 non-GAAP margin guidance is unchanged, reflecting higher underlying margins from operating leverage and benefits from our go-to-market optimization, offset by margin dilution from the M…
Stated in 4 of 8 supplied quarters. Management reported: “Our fiscal 27 non-GAAP margin guidance is unchanged, reflecting higher underlying margins from operating leverage and benefits from our go-to-market optimization, offset by margin dilution from the MaintainX acquisition.” ““Our fiscal 2027 guidance assumes that the underlying momentum of the business will remain strong and we have then incorporated prudence to reflect temporary risk to billings and revenue as we operationalize our sales optimization plan."” Operating income was $599.000 million in 2027-Q2.
We’ve narrowed our fiscal 27 free cash flow expectations reflecting stronger underlying expectations offset by the operating and net financing costs for MaintainX and including approximately $45 mill…
Stated in 3 of 8 supplied quarters. Management reported: “We’ve narrowed our fiscal 27 free cash flow expectations reflecting stronger underlying expectations offset by the operating and net financing costs for MaintainX and including approximately $45 million of transaction expenses related to the MaintainX acquisition.”” “"We continue to make the right decisions to drive long-term shareholder value by focusing on our strategic priorities in cloud, platform, and AI; optimizing our sales and marketing to drive higher margins; and allocating more capital to share repurchases as our free cash flow grows.”” Operating cash flow was $893.000 million in 2027-Q1.
Autodesk is uniquely positioned because we build project intelligence across the asset lifecycle by converging design, make, and operate through a continuous flow of data, context, and experience.”
Stated in 2 of 8 supplied quarters. Management reported: “Autodesk is uniquely positioned because we build project intelligence across the asset lifecycle by converging design, make, and operate through a continuous flow of data, context, and experience.”” “Autodesk’s strategy is to converge design, make, and operate workflows, ensuring data and insights flow seamlessly in a continuous lifecycle.”
Maintain consistent growth in revenue and billings across product families and geographies with focus on AECO and subscription revenue.
Over the trailing year it converted 2.53x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
26 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.
“Our fiscal 27 non-GAAP margin guidance is unchanged, reflecting higher underlying margins from operating leverage and benefits from our go-to-market optimization, offset by margin dilution from the M…”
““Our fiscal 2027 guidance assumes that the underlying momentum of the business will remain strong and we have then incorporated prudence to reflect temporary risk to billings and revenue as we operat…”
““The macroeconomic environment has been broadly stable though uncertainty remains elevated, and we have so far successfully executed our sales and marketing optimization plan.”
“"The completion of the new transaction model launch in the fourth quarter marked a significant milestone, and we have now initiated the optimization phase of our sales and marketing plan.”
“We’ve narrowed our fiscal 27 free cash flow expectations reflecting stronger underlying expectations offset by the operating and net financing costs for MaintainX and including approximately $45 mill…”
“First Quarter Fiscal 2027 Q1 FY27 Guidance Metrics Q1 FY27 (ending April 30, 2026) Revenue (in millions) $1,885 - $1,900 EPS GAAP $1.68 - $1.83 EPS non-GAAP $2.82 - $2.86 Full-Year Fiscal 2027 FY27 G…”
“"We continue to make the right decisions to drive long-term shareholder value by focusing on our strategic priorities in cloud, platform, and AI; optimizing our sales and marketing to drive higher ma…”
“Autodesk is uniquely positioned because we build project intelligence across the asset lifecycle by converging design, make, and operate through a continuous flow of data, context, and experience.””
“Autodesk’s strategy is to converge design, make, and operate workflows, ensuring data and insights flow seamlessly in a continuous lifecycle.”