Company Dossier · Information Technology
Autodesk
- S&P 500
- Nasdaq-100
- Russell 1000
What Autodesk is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $7.79 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $2.84 billion, up 51% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.06 billion, up 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to January 31, 2026: $1.40 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to January 31, 2026: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 27, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 2 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 3, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $2.2 million on the open market.SEC Form 4
- 1,201 institutional managers reported a position at June 30, 2026 (−122 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 97 (117 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Autodesk is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending77th pct
- Debt raised—
- Buybacks vs capex40th pct
- Hiring filings46th pct
- Deals and private raises48th pct
- Patent publications33rd pct
Confident ↔ Hedging
Confident
- Call sentiment39th pct
- Call confidence43rd pct
- Guidance changes62nd pct
- Risk factors added79th pct
- Insider open-market trades94th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver60th pct
- Stress filings42nd pct
Credit
How these are built →Autodesk's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.5B
- Due within a year $1.5B
- Longer term $2.0B
- Default point $2.5B (short + ½ long)
Finance leases included · Jul 31, 2026 filing
Bonds priced, last 12 months
$1.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 8, 2026 | $500M | 5.050% | 2029 (3y) | +63bp | 5.097% |
| Sep 8, 2026 | $500M | 5.650% | 2033 (7y) | +100bp | 5.677% |
| Jun 3, 2025 | $500M | 5.300% | 2035 (10y) | +87bp | 5.334% |
From the pricing term sheets Autodesk filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Autodesk, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralA Look at Autodesk Inc (ADSK) After 4.5% Gain -- GF Value $360.66 vs Price $221.56
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralAutodesk: Market Is Mispricing This Asset-Light AI Beneficiary (NASDAQ:ADSK)
seekingalpha.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 2026LobbyingLobbying report (AUTODESK, INC)third_quarter 2026 · $0.2 million
- Oct 19, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)third_quarter 2026 · $0.1 million
- Oct 6, 2026Patent
- Sep 11, 2026Trademark
- Sep 10, 20268-KMaterial agreement signedItem 1.01
- Sep 1, 2026Patent
- Aug 11, 2026Patent
- Aug 4, 2026Patent
- Jul 28, 2026Patent
- Jul 20, 2026LobbyingLobbying report (AUTODESK, INC)second_quarter 2026 · $0.3 million
- Jul 17, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)second_quarter 2026 · $0.1 million
- Jun 18, 20268-KShareholder vote resultsItem 5.07
- Jun 16, 2026Trademark
- Jun 15, 20268-KMaterial agreement signedItem 1.01
- Jun 10, 2026Trademark
- May 28, 20268-KMaterial agreement signedItem 1.01
- Apr 24, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (AUTODESK, INC)first_quarter 2026 · $0.3 million
- Apr 20, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)first_quarter 2026 · $0.1 million
- Mar 5, 2026Trademark
- Mar 3, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 9, 2026Trademark
- Jan 22, 20268-KExit or restructuring costsItem 2.05
- Jan 19, 2026LobbyingLobbying report (AUTODESK, INC)fourth_quarter 2025 · $0.2 million
- Jan 18, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)fourth_quarter 2025 · $0.1 million
- Jun 20, 20258-KShareholder vote resultsItem 5.07
- Jun 20, 20258-KDirector or officer changeItem 5.02
- Jun 6, 20258-KMaterial agreement signedItem 1.01
- May 22, 20258-KDirector or officer changeItem 5.02
- May 8, 20258-KMaterial agreement signedItem 1.01
- Apr 24, 20258-KMaterial agreement signedItem 1.01
- Apr 24, 20258-KDirector or officer changeItem 5.02
- Apr 2, 20258-KDirector or officer changeItem 5.02
- Mar 6, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Feb 27, 20258-KExit or restructuring costsItem 2.05
- Feb 27, 20258-KDirector or officer changeItem 5.02
- Jan 21, 20258-KDirector or officer changeItem 5.02
- Dec 18, 20248-KDirector or officer changeItem 5.02
- Nov 26, 20248-KDirector or officer changeItem 5.02
- Jun 10, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Atlassian TEAM | $6.6B | $1.3B | Jun 30, 2026 |
| Synopsys SNPS | $9.4B | $2.8B | Jul 31, 2026 |
| Palantir Technologies PLTR | $6.2B | $3.4B | Jun 30, 2026 |
| Cadence Design Systems CDNS | $5.5B | $1.4B | Mar 31, 2026 |
| Trimble Inc. TRMB | $3.8B | $0.8B | Jul 3, 2026 |
| DocuSign DOCU | $3.4B | $1.2B | Jul 31, 2026 |
| Zscaler ZS | $3.4B | $0.8B | Jul 31, 2026 |
| Okta, Inc. OKTA | $3.1B | $1.0B | Jul 31, 2026 |