Compared to Estimates, Autodesk (ADSK) Q4 Earnings: A Look at Key Metrics

Autodesk (ADSK) reported $1.96 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 19.4%. EPS of $2.85 for the same period compares to $2.29 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.91 billion, representing a surprise of +2.48%. The company delivered an EPS surprise of +8.33%, with the consensus EPS estimate being $2.63.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Autodesk performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Billings: $2.8 billion versus $2.54 billion estimated by six analysts on average.Net Revenue- Other: $130 million versus $115.81 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.Net Revenue- Total subscription and maintenance revenue: $1.83 billion versus $1.79 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +19.3% change.Net Revenue- Maintenance: $8 million versus $9.35 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -20% change.Net Revenue- Subscription: $1.82 billion compared to the $1.79 billion average estimate based on seven analysts. The reported number represents a change of +19.5% year over year.Net Revenue by Product Family- M&E (Media and Entertainment): $90 million versus the three-analyst average estimate of $110.83 million. The reported number represents a year-over-year change of +7.1%.Net Revenue by Product Family- Other: $33 million compared to the $43.38 million average estimate based on two analysts. The reported number represents a change of +13.8% year over year.Net Revenue by Product Type- Design: $1.61 billion versus the two-analyst average estimate of $1.58 billion. The reported number represents a year-over-year change of +18.7%.Net Revenue by Product Family- AECO (Architecture, Engineering, Construction and Operations): $975 million versus $953.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22% change.Net Revenue by Product Family- AutoCAD and AutoCAD LT: $478 million versus $442.94 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.9% change.Net Revenue by Product Family- MFG (Manufacturing): $381 million compared to the $346.97 million average estimate based on two analysts. The reported number represents a change of +19.8% year over year.Net Revenue by Product Type- Other: $130 million compared to the $118.93 million average estimate based on two analysts. The reported number represents a change of +21.5% year over year.View all Key Company Metrics for Autodesk here>>>Shares of Autodesk have returned -16.2% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Autodesk, Inc. (ADSK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks