Autodesk beats fourth quarter 2026 estimates with 19% revenue growth and billings surging 33%.

Autodesk reported fourth quarter revenue of $1.96 billion, an increase of 19% year-over-year, and non-GAAP EPS of $2.85, significantly exceeding analyst expectations. The results were driven by strong performance across all segments and geographies, highlighted by a substantial beat on billings.

Key Highlights

• Billings significantly outperformed expectations, growing 33% year-over-year to $2.80 billion for the fourth quarter.
• The AECO (Architecture, Engineering, Construction, and Operations) product family continued its strong momentum, with revenue growing 22% to $975 million.
• The company generated strong cash flow, with full-year fiscal 2026 free cash flow increasing 54% to $2.41 billion.