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Screener / SEC EDGAR /CIK 0000769397 /10-K filed Mar 3, 2026, compared with Mar 6, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
COHRFTNTPLTRNTAPADSKROP
Nasdaq Technology · Software

Autodesk ADSK

ADSK quote by TradingView

Note: A glossary of terms used in this Form 10-K appears at the end of this Item 1. 10-K, Item 1

Employees
14,300
Headquarters
San Francisco, CA
CEO
Andrew Anagnost
Next results
around Nov 24, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $7.2B through the costs to a net profit of $1.1B · income statement of the 10-K

22% operating margin
Revenue to Gross profit: $6.6BRevenue to Cost of revenue: $650.0MGross profit to Operating profit: $1.6BGross profit to Operating expenses: $5.0BOperating profit to Net profit: $1.1BOperating profit to Tax & other: $454.0MOperating expenses to R&D: $1.6BOperating expenses to Sales, admin & other: $3.3B Revenue: $7.2B REVENUE $7.2B +18% Y/Y Gross profit: $6.6B · 91% margin GROSS PROFIT $6.6B 91% margin · +18% Y/Y Cost of revenue: $650.0M · 9% of revenue COST OF REVENUE $650.0M 9% of revenue Operating profit: $1.6B · 22% margin OPERATING PROFIT $1.6B 22% margin · +17% Y/Y Operating expenses: $5.0B · 69% of revenue OPERATING EXPENSES $5.0B 69% of revenue Net profit: $1.1B · 16% margin NET PROFIT $1.1B 16% margin · +1% Y/Y Tax & other: $454.0M · 6% of revenue TAX & OTHER $454.0M 6% of revenue R&D: $1.6B · 23% of revenue R&D $1.6B 23% of revenue Sales, admin & other: $3.3B · 46% of revenue SALES, ADMIN & OTHER $3.3B 46% of revenue
Gross profit $6.6B 91% margin · +18% Y/Y
Operating profit $1.6B 22% margin · +17% Y/Y
Net profit $1.1B 16% margin · +1% Y/Y
The full income statement, year by year

ADSK among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 17.5%, above 61% of 74 peers (their median 14.0%) REVENUE GROWTH 17.5% · above 61% Gross margin: 91.2%, above 100% of 67 peers (their median 56.4%) GROSS MARGIN 91.2% · above 100% Operating margin: 26.2%, above 59% of 70 peers (their median 22.2%) OPERATING MARGIN 26.2% · above 59% Net margin: 21.1%, above 54% of 74 peers (their median 18.9%) NET MARGIN 21.1% · above 54% FCF margin: 36.4%, above 84% of 70 peers (their median 22.3%) FCF MARGIN 36.4% · above 84% Return on capital: 16.1%, above 62% of 61 peers (their median 12.6%) RETURN ON CAPITAL 16.1% · above 62%
ADSK Peer median Below the median

What changed

7 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Mar 3, 2026 against Mar 6, 2025.

Risk factors
7 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Receivables growing faster than revenue
Receivables +42.8% vs revenue +17.5% (+25.2 pts)
10-K · XBRL
Accounting checks
9 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
0 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 9 checks found nothing to note

  • Receivables growing faster than revenue
    Receivables +42.8% vs revenue +17.5% (+25.2 pts)
  • Cash from operations $2.5B vs net income $1.1B (FY ending Jan 31, 2026)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Revenue Recognition
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

7 paragraphs in Risk Factors that were not in the 10-K filed Mar 6, 2025. Quoted as filed.

All 7 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Mar 6, 2025 10-K, ITEM 1A
    In addition, we generally recognize subscription revenue over the term of the respective contracts, which typically range from 1-year to 3-years. As a result, most of the revenue we report in each quarter is the result of subscriptions entered into during previous quarters. Consequently, a decline in new or renewed subscriptions in any…
  2. Item 1A · new paragraph · not in the 10-K filed Mar 6, 2025 10-K, ITEM 1A
    Our strategy to digitize Autodesk involves increasing our use of cloud- and web-based technologies and applications to leverage customer data to improve our offerings for the benefit of our customers. To accomplish this strategy, we must collect and otherwise process customer data, which may include personal data and personal…
  3. Item 1A · new paragraph · not in the 10-K filed Mar 6, 2025 10-K, ITEM 1A
    Evolving legislation and the interplay of federal and state laws may be subject to varying interpretations by courts and government agencies, creating complex compliance issues. These, as well as conflicting obligations imposed by laws and regulations in various jurisdictions around the world, have caused and may cause variation in…
  4. Item 1A · new paragraph · not in the 10-K filed Mar 6, 2025 10-K, ITEM 1A
    Our business is highly automated and relies extensively on the availability of our network and data center infrastructure, our internal technology systems, and our websites. We also rely on hosted computer services from third parties for services that

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$5.0B$5.5B$6.1B$7.2B
Net income$823.0M$906.0M$1.1B$1.1B
Operating cash flow$2.1B$1.3B$1.6B$2.5B
Free cash flow$2.0B$1.3B$1.6B$2.4B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$7.2B ▲ 17.5% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

No new filings in the last 30 days · SEC EDGAR

All filings

Nothing new. The most recent filings:

About the company

Autodesk, San Francisco, CA · from the 10-K filed Mar 3, 2026

Note: A glossary of terms used in this Form 10-K appears at the end of this Item 1. We are a global leader in 3D design, engineering and entertainment technology solutions, spanning architecture, engineering, construction, product design, manufacturing, media, and entertainment. Our customers design, fabricate, manufacture, and build anything by visualizing, simulating, and analyzing real-world performance early in the design process.

Headquarters
San Francisco, CA
Country
United States
Listed on
Nasdaq
Fiscal year ends
January 31
Last results
Aug 27, 2026
Incorporated in
DE

Employees, at the top of the page: "As of January 31, 2026, we employed approximately 14,300 people, a decrease from approximately 15,300 employees as of the end of fiscal year 2025" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Mar 3, 2026 (open at SEC), compared with the 10-K filed Mar 6, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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