Autodesk Posts Profit-to-Profit Gains on Revenue, Operating Income, Net Income and Diluted EPS in Three-Month Period

Bottom line

, trading under ADSK, posted a higher top line, a higher operating result, a higher bottom-line net result, and a higher diluted per-share figure for the three-month reporting period compared with the prior-year comparative quarter, with each line remaining in profit on both sides of the comparison. - Revenue from Contract with Customer, Excluding Assessed Tax for the current period is reported as $1,934,000,000 against the prior-year reading of $1,633,000,000 for the three months ended April 30, 2025, representing an authorized year-over-year increase on this line.

- Operating Income (Loss) for the current period is reported as $541,000,000 against the prior-year reading of $233,000,000, again an authorized year-over-year increase, with the current period remaining in profit rather than a loss. - Net Income (Loss) Attributable to Parent for the current period is reported as $491,000,000 against the prior-year reading of $152,000,000, an authorized year-over-year increase, and the authorized transition on this line is profit to profit. 7 per diluted share, an authorized year-over-year increase, with the transition described as profit to profit on a per-share basis.

- The reported direction on each of those four lines is positive versus the prior-year comparative, but the magnitude of the gap, the percentage change, and any underlying driver are not separately quantified in this section. The filing evidence does not attribute this change to any single cause. - This filing covers only the three-month reporting window identified as the three months ended April 30, 2026 with its prior-year comparative window identified as the three months ended April 30, 2025; it is not a full-year statement and should not be read as one.

- The reporting entity is Autodesk, Inc. , filed under 10-Q for period-ended-2026-04-30, with central index key 0000769397 and accession number 0000769397-26-000044, and the figures summarized above are drawn from the unaudited Condensed Consolidated Financial Statements accompanying that filing. S.

generally accepted accounting principles for interim financial information, along with the instructions to the relevant 10-Q and the applicable article of SEC Regulation S-X, and the balance-sheet reference date is taken from the audited annual report, all per the Basis of Presentation note. - The filing notes that prior-period amounts have been reclassified to conform to the current-period presentation, and that this reclassification did not impact the reported investing-activities cash line. - As of the current period-end, Autodesk discloses remaining performance obligations stated in billions, generally expected to be recognized over the next three years; the precise dollar figure is not restated in this section, and the disclosure itself sits within the revenue-recognition note rather than the headline income-statement lines above.

- No peer, industry, or sector benchmark is supplied alongside these reported figures. The filing evidence contains no peer or industry comparison. - The view here is consistent with the broad shape of other profit-to-profit quarterly filings reviewed on the platform, such as the REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in Filing note, which similarly reports authorized year-over-year increases on revenue and net income without quantifying the gap; readers can treat both as directional rather than precise.

- This section limits itself to the identity, period scope, and the four headline reported lines above; deeper drill-down into cash-flow lines, segment composition, share-repurchase pace, or fair-value tiering is reserved for later sections of this analysis.

Financial performance

- The three-month reporting period covered by this filing for Autodesk, Inc. (ADSK), filed under 10-Q for period-ended-2026-04-30 with accession 0000769397-26-000044, is presented alongside its prior-year comparative window. Reported results are limited to the income-statement lines the catalog authorizes for this section.

- Revenue from Contract with Customer, Excluding Assessed Tax for the period was $1,934,000,000, higher than the prior-year figure of $1,633,000,000 for the three months ended April 30, 2025. The filing evidence does not attribute this change to any single cause. - Operating Income (Loss) for the period was $541,000,000, higher than the prior-year figure of $233,000,000.

The authorized transition for this line is profit to profit across both windows. The filing evidence does not attribute this change to any single cause. - Net Income (Loss) Attributable to Parent for the period was $491,000,000, higher than the prior-year figure of $152,000,000.

The authorized transition for this line is profit to profit across both windows. The filing evidence does not attribute this change to any single cause. 7 per diluted share.

The authorized transition for this line is profit to profit across both windows. The filing evidence does not attribute this change to any single cause. - QOQ movement (a quarter-on-quarter comparison against the immediately preceding fiscal quarter) is not within the source record for this filing and is therefore left unset by this section rather than inferred.

- GUIDANCE: the filing does not contain management's forward quantitative guidance in the quoted evidence available to this section, so guidance expectations are not addressed here. - EXPECTATIONS: the prior-year figures already cited act as the comparison baselines for this filing; analyst consensus or sell-side expectation gaps are not stated in the quoted evidence. - Accounting context drawn from the notes: the balance sheet as of the period close has been derived from the audited Consolidated Balance Sheet, and there have been no material changes to significant accounting policies beyond those discussed in the filing.

The recently issued standard on internal-use software cost capitalization is not yet adopted and Autodesk is currently evaluating its effect. The recently issued expense-disaggregation standard is referenced but its effective fiscal-year timing for Autodesk is described only in narrative form. Remaining performance obligations are discussed qualitatively as generally recognized over roughly the next three years, without a numeric value inserted here.

Customer concentration for TD Synnex is described in narrative form for the two comparative three-month windows, with the specific share percentages not reproduced here. - Counter-evidence and unknowns: no segment-level breakdown, no management discussion of margin trajectory, and no peer benchmark are present in the quoted evidence for this section, so any commentary along those lines is intentionally omitted. The filing evidence contains no peer or industry comparison.

- A change of similar shape — profit-to-profit growth on both the revenue and earnings lines — is documented in another interim filing context summarized at REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in the reporting period Filing, which can serve as a reading reference for the directional pattern observed here.

Operating drivers and segments

For the three-month reporting period, Autodesk's consolidated Revenue from Contract with Customer, Excluding Assessed Tax was higher than the prior-year comparative for the three-month reporting period, on a continuing profit basis for both windows. The authorized direction is increase, and both periods sit in the profit-to-profit transition. Operating Income (Loss) followed the same direction — profit in the current three-month reporting period and a profit, of smaller magnitude, in the prior-year comparative for the three-month reporting period — so the operating result expanded rather than turned positive from a loss.

The filing excerpt reviewed for this section does not present a standalone segment break-out of revenue or operating income by reportable segment. The only disaggregation narrative available in the excerpt concerns the presentation change introduced by the recent accounting standards update that requires certain categories of expenses to be disaggregated in the notes to the financial statements, with prior period amounts reclassified to conform to the current period presentation. The excerpt notes this presentation change did not have any impact to net cash provided by investing activities. No quantitative segment table is reproduced in the source narrative for this section, so margin movement between segments cannot be asserted here.

The contract-balance and remaining-performance-obligation language speaks only to revenue timing rather than to segment mix: billings in advance of performance are recorded as deferred revenue, and the short-term, long-term, and unbilled deferred revenue components together make up remaining performance obligations, which the company states are generally recognized over the next three years. The excerpt gives a partial description of that balance but does not tie it to any particular operating segment.

Management frames the period through three lenses in the quoted source narrative. First, the basis-of-presentation paragraph: the unaudited Condensed Consolidated Financial Statements were prepared per generally accepted accounting principles for interim financial information, with normal, recurring and non-recurring adjustments applied for fair statement of position and operating results; the prior Annual Report on Form is identified as the comparative reference. Second, the recently issued accounting standards narrative: management describes the probable-to-complete threshold for capitalizing internal-use software, the new disaggregated-expense disclosure requirement, and states Autodesk is currently evaluating the effect of adopting the standards update on its consolidated financial statements. Third, the revenue-recognition narrative: management describes the billing schedule, deferred revenue mechanics, and remaining performance obligations, while explicitly stating Autodesk does not have any material variable consideration such as obligations for returns, refunds, warranties, or amounts due to customers for which significant estimation or judgment is required as of the reporting date. The filing evidence does not attribute this change to any single cause.

- Frames the period as a GAAP interim filing, with normal, recurring and non-recurring adjustments applied for fair statement of position and operating results, and identifies the prior Annual Report on Form as the comparative reference. - Describes the probable-to-complete threshold for internal-use software capitalization, the new disaggregated-expense disclosure requirement, and states Autodesk is currently evaluating the effect of adopting the cited accounting standards update on its consolidated financial statements. - Explains the billing schedule and deferred revenue mechanics, states remaining performance obligations are generally recognized over the next three years, and notes Autodesk does not have any material variable consideration such as returns, refunds, warranties, or amounts due to customers for which significant estimation or judgment is required as of the reporting date.

Cash flow and capital

Reported facts

For the balance sheet date of April 30, 2026, the balance sheet shows accounts payable at $403,000,000 USD, accounts receivable net of the allowance for credit loss at $579,000,000 USD, and cash and cash equivalents at carrying value of $2,671,000,000 USD.

On the cash flow statement for the three months ended April 30, 2026, net cash provided by operating activities was $893,000,000 USD, against the prior-year comparative of $564,000,000 USD for the three months ended April 30, 2025. Net cash provided by investing activities was $29,000,000 USD versus $58,000,000 USD the prior year. Net cash used in financing activities was -$498,000,000 USD versus -$415,000,000 USD the prior year. Within investing, payments to acquire property, plant, and equipment were $17,000,000 USD, up from $8,000,000 USD the prior year. Within financing, payments for repurchase of common stock were $448,000,000 USD versus $354,000,000 USD the prior year.

Management explanations

The filing describes deferred revenue as arising from billings in advance of performance, noting that satisfaction of performance obligations generally lags behind customer payments. Cash, cash equivalents, and marketable securities are placed with multiple diversified, highly rated financial institutions, with limits on concentration by institution, security type, and issuer; the reader is directed to Note 11 ("Borrowing Arrangements") for further discussion. Distribution concentration is also flagged: revenue from TD Synnex Corporation and its global affiliates accounted for a disclosed share of total net revenue for the three months ended in April of the current and prior years, with the majority of that revenue generated outside the United States. No other customer is reported as exceeding a disclosed threshold of total net revenue or trade accounts receivable for either period.

Analyst inference

Operating cash flow increased year over year on the authorized direction (positive to positive). Capital expenditures also rose on the authorized direction (positive to positive), signaling heavier property, plant, and equipment investment in the current quarter. Share repurchases increased on the authorized direction (positive to positive), consistent with a more active return-of-capital posture. Investing cash flow decreased on the authorized direction (positive to positive), while financing cash flow decreased on the authorized direction (negative to negative), indicating a larger cash outflow in financing. Readers cross-checking similar patterns in peer periods may find context in Lizely Finance Earnings Analysis — UFP TECHNOLOGIES INC Interim Filing: Profit-to-Profit Growth on Both Windows, though a like-for-like comparison is not within this filing.

Counter-evidence

The filing does not disaggregate the operating-cash-flow increase between underlying earnings and working-capital movements, nor does it explain the larger financing outflow beyond the higher buyback figure. The investing-side decrease is not attributed to any specific transaction class or category in the cited evidence.

Unknowns

The filing evidence does not disclose segment-level detail for this dimension.. The filing evidence contains no peer or industry comparison.. The filing evidence does not attribute this change to any single cause..

Peer and historical context

- The ledger offers the company itself against its own prior-year quarter, not a roster of named software peers; framing this as "peer" comparison is therefore a self-comparison on a year-over-year basis for the relevant windows. - What the quoted narrative actually delivers for cross-period reading is the four reported growth pillars for the three-month reporting period versus the prior-year comparative: top-line, operating profit, net income, and operating cash flow. - The filing evidence contains no peer or industry comparison. - The same narrative also describes restricted stock unit and performance stock unit grant activity, vesting schedules tied to fiscal-year performance goals, and a Relative TSR benchmark against the S&P North American Technology Software Index for companies with market capitalization above the cited threshold; that language gestures at a peer index but does not present comparable company numbers, so it cannot serve as a quantitative peer table here. - Forward-looking fiscal-year performance criteria and three-year Relative TSR windows in the cited note are not the same as a historical quarter-versus-quarter peer benchmark and are not used to derive any year-over-year direction in this section. <prose> Reading the 10-Q period-ended-2026-04-30 filing for Autodesk, Inc. (ticker ADSK, CIK 0000769397, accession 0000769397-26-000044) as a self-comparison, the headline year-over-year movements all run in the same direction across the four authorized dimensions for the three-month reporting period the three months ended April 30, 2026 against the prior-year comparative the three months ended April 30, 2025.

Revenue from Contract with Customer, Excluding Assessed Tax moved higher year over year, with $1,934,000,000 for the current quarter above $1,633,000,000 for the prior-year quarter. Operating Income (Loss) followed the same path: $541,000,000 is a profit that exceeds the prior-year profit of $233,000,000, consistent with a profit-to-profit transition on a higher base. Net Income (Loss) Attributable to Parent likewise shows $491,000,000 as a profit, larger than the prior-year profit of $152,000,000, again a profit-to-profit transition. Operating cash flow rounds out the set: Net Cash Provided by (Used in) Operating Activities rose from $564,000,000 to $893,000,000, with both periods positive.

The filing evidence does not attribute this change to any single cause.

What the filing evidence does not give is a side-by-side roster of named design-software peers with aligned quarter-versus-quarter values for revenue, operating income, net income, and operating cash flow. The narrative's references to the S&P North American Technology Software Index appear inside the performance stock unit vesting language in the cited note rather than as a comparable financial table, so any cross-company ranking or peer-relative margin call is outside this filing. Readers who want to benchmark Autodesk's quarter against a same-industry interim filing can pair this section with another Lizely analysis that follows the same profit-to-profit shape on the same four windows, such as Lizely Finance Earnings Analysis — UFP TECHNOLOGIES INC Interim Filing: Profit-to-Profit Growth on Both Windows, or contrast the pattern with REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in Filing to sense-check the growth direction outside the software group.

The historical side is cleaner: a single quarter-over-quarter step is fully traceable inside this filing for the four authorized dimensions, and the directions are uniform — higher across revenue, operating profit, net income, and operating cash flow — with the two profit lines preserving a profit-to-profit transition.

Scenario analysis

- Authoritative figures from Autodesk, Inc.'s 10-Q for the three months ended April 30, 2026, captured under 0000769397-26-000044, show $1,934,000,000 higher than $1,633,000,000 for the three months ended April 30, 2025. - Authoritative figures also show $491,000,000 higher than $152,000,000 for the same comparison window. - The filing evidence does not attribute this change to any single cause. - Within this base path, the revenue-plus-profit combination that anchors the result remains intact, leaving no mechanical reason to expect a near-term change in trend absent fresh evidence.

- An extension of the authorized higher direction for $1,934,000,000 versus $1,633,000,000 would mark a continuation of top-line expansion. - A parallel extension of the authorized higher direction for $491,000,000 versus $152,000,000 would mark a continuation of bottom-line expansion. - The filing evidence does not attribute this change to any single cause. - Because both authorized moves in 10-Q point upward on identical transitions (profit to profit on each line), a reader could plausibly extrapolate that pattern forward, provided nothing in Item 1A or other risk language tempers it. - Cross-checked against a peer pattern in REINSURANCE GROUP OF AMERICA INC Posts Higher Revenue and Net Income in Filing, the joint revenue-and-income advance framing is not unique to Autodesk, Inc. and remains conditional rather than assured.

- A reversal path would require both $1,934,000,000 versus $1,633,000,000 and $491,000,000 versus $152,000,000 to step off their authorized higher directions. - Both lines share a profit-to-profit transition in the base evidence, so any move to a loss rather than a profit would itself be a separate transition not observed in the cited window. - The filing evidence does not attribute this change to any single cause. - A directional note about future moves, sourced as their own conditional paths rather than asserted outcomes, lets the reader retain the base, upside, and downside split without overstating likelihood. - The base window already places $491,000,000 above $152,000,000, so a downside narrative depends on inputs the filing does not yet provide.

Risks and what to watch

- Reported facts: - For the three-month reporting period, Revenue from Contract with Customer, Excluding Assessed Tax was $1,934,000,000 USD, against the prior-year comparative of $1,633,000,000 USD for the corresponding three-month window — the only reported top-line anchors in this section's filing evidence. - For the same window, Net Income (Loss) Attributable to Parent was $491,000,000 USD, against the prior-year comparative of $152,000,000 USD — the only reported bottom-line anchors in this section's filing evidence.

- Management explanations and assumptions on equity-linked items: - During the three months ended April (omitted), Autodesk granted restricted stock units and performance stock units; performance stock units are tied to internal performance criteria and Relative TSR against the S&P North American Technology Software Index above a stated market-capitalization cutoff, expensed under the accelerated attribution method over the three-year vesting window. - Performance stock units are not treated as outstanding at grant because holders do not receive stockholder rights, including voting rights, until vesting.

- The ESPP offering period runs as four six-month exercise periods within a stated overall offering window. - Grant-date fair value of share-based payment awards is computed using a BSM option pricing model or the quoted stock price on the grant date; awards subject to market conditions use a Monte Carlo simulation model that takes multiple input variables to estimate the probability that market conditions will be achieved. - Analyst inference (only what the cited filings directly permit): - Equity-linked compensation expense and the Monte Carlo and BSM valuation inputs are recurring assumptions; the same window now grants fresh restricted and performance stock units, which means future operating expense will continue to reflect those awards over their stated vesting windows.

- Two of the only measured metrics in this section's filing evidence — Revenue from Contract with Customer, Excluding Assessed Tax and Net Income (Loss) Attributable to Parent — are present for both the current three-month reporting period and the prior-year comparative, giving a baseline that next quarter can be compared against. - Counter-evidence and limits to the visible story: - The narrative quoted here is restricted to the equity-based compensation discussion and does not include revenue or net-income attribution language; the only quantitative anchors in this section are the two revenue and two net-income figures listed above.

- Several legally required sections of the form are referenced (Items One through Six), but the quoted context does not include the substantive risk-factor, legal-proceedings, or market-risk disclosures themselves, so risk language cannot be paraphrased from this filing. - Operational, segment, peer, and industry-comparison context is not part of this section's filing evidence. - Unknowns and items not in the filing evidence: - Specific risk-factor language, market-risk quantification, legal-proceedings updates, controls-and-procedures conclusions, and any exhibit-related matters are not reproduced in the quoted text for this section.

- The fair-value hierarchy references (Level One, Level Two, Level Three) appear in the catalog but the only narrative quoted in this section concerns equity-based compensation modeling; no asset or liability fair-value tables are quoted here. - No segment-level breakdown of revenue or net income is included in the quoted narrative for this section. - The specific reason behind any movement in revenue or net income versus the prior-year comparative is not stated in the quoted text.

- No peer or industry benchmark data is present in the quoted text for this section. - Metrics to watch next period: - Revenue from Contract with Customer, Excluding Assessed Tax for the next three-month window relative to the $1,934,000,000 USD baseline just reported. - Net Income (Loss) Attributable to Parent for the next three-month window relative to the $491,000,000 USD baseline just reported.

- Stock-based compensation expense as a share of operating expense, given the fresh restricted stock unit and performance stock unit grants and the Monte Carlo / BSM valuation assumptions described above. - Vesting outcomes of the freshly granted performance stock units, since up to one third may vest after year one subject to fiscal-year performance criteria and one-year Relative TSR, with remaining tranches tied to multi-year Relative TSR.