Autodesk Beats Q4 Estimates, Guides Fiscal 2027 EPS $12.29–$12.56, Revenue $8.48B–$8.58B
Autodesk reported Q4 adjusted EPS of $2.85, topping estimates of $2.64, with revenue rising 19% year-over-year to $1.96 billion against a $1.91 billion forecast. For fiscal 2027, Autodesk guided EPS of $12.29–$12.56 and revenue of $8.48–$8.58 billion, well above consensus, citing strength in data centers, construction, and AI investments.
1. Q4 Earnings Beat Expectations
Autodesk delivered adjusted EPS of $2.85 in its fourth quarter, surpassing the $2.64 consensus estimate, while revenue climbed 19% year-over-year to $1.96 billion, driven in part by accelerating demand for data center infrastructure.
2. Robust Fiscal 2027 Outlook
The company guided fiscal 2027 EPS to a range of $12.29–$12.56 and projected revenue of $8.48–$8.58 billion, both figures topping analyst forecasts of $11.65 and $7.97 billion respectively.
3. Strategic Investments and Risks
Management highlighted over a decade of investment in cloud and AI capabilities and noted strength in architecture, engineering and construction verticals and emerging markets, while warning that billings and revenue could face temporary headwinds as sales optimization initiatives unfold.