Autodesk, Inc.

NasdaqGS:ADSK 주식 리포트

시가총액: US$47.3b

Autodesk 과거 순이익 실적

과거 기준 점검 5/6

Autodesk은 연평균 11.1%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 31.8% 증가했습니다. 매출은 연평균 12.2%의 비율로 증가했습니다. Autodesk의 자기자본이익률은 48.5%이고 순이익률은 21.1%입니다.

핵심 정보

11.11%

순이익 성장률

11.86%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률12.19%
자기자본이익률48.54%
순이익률21.08%
최근 순이익 업데이트31 Jul 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • Sep 14

Autodesk: A Great Buy As Contract Prices Rise

Summary Autodesk remains a compelling 'growth at a reasonable price' opportunity amid persistent software sector weakness. Despite a post-earnings drop and 25% YTD decline, ADSK continues to deliver healthy organic growth and best-in-class margins. The company lifted its full-year outlook, driven by strong renewal performance and its acquisition of MaintainX. I reiterate my buy rating, emphasizing Autodesk's strong earnings leverage and attractive valuation profile. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 11

Autodesk Fell 35%. I Asked AI to Kill the Moat. It Couldn't.

Autodesk just reported $2.05 billion of quarterly revenue, raised its full-year revenue outlook, grew subscription revenue 17%, and watched its stock keep falling. September 2026 · Analysis by John-Eric The obvious suspect was AI.
내러티브 업데이트 • Sep 03

ADSK: AI And MaintainX Integration Will Shape Margins And Keep Upside Balanced

Analysts have nudged their fair value estimate for Autodesk higher to about $235 from roughly $228, reflecting slightly stronger modeled revenue growth, a modestly higher discount rate, and a somewhat lower assumed future P/E and profit margin. Analyst Commentary Recent Street research on Autodesk shows a mix of confidence in the business and some caution around the share price.
내러티브 업데이트 • Aug 20

ADSK: MaintainX Acquisition Will Pressure Margins And Limit AI Upside Potential

Analysts have raised the Autodesk fair value estimate from $222.23 to $227.54, reflecting higher price targets that are supported by views of resilient revenue, contribution from the MaintainX acquisition, and the potential long term role of AI in strengthening the software platform. Analyst Commentary Recent Street research on Autodesk shows a wide range of price targets and views on growth durability, AI monetization and the impact of the MaintainX acquisition on margins and valuation.
내러티브 업데이트 • Aug 04

ADSK: MaintainX And OpenUSD Moves Will Reshape AI Workflows And Margins

Analysts now place Autodesk's fair value closer to $222, trimming it from about $235 as they moderate assumed future P/E multiples, while still highlighting the company's entrenched role in design workflows and its perceived moat around applying AI and recent acquisitions like MaintainX. Analyst Commentary Recent Street research on Autodesk shows a mix of confidence in the core franchise and caution around valuation, acquisition risks, and the growth outlook.
내러티브 업데이트 • Jul 20

ADSK: MaintainX Acquisition Will Shape Next Phase Of Industrial AI Expansion

Analysts have trimmed the fair value estimate for Autodesk to approximately $403 from about $413, reflecting slightly higher discount rates and lower assumed future P/E multiples, even as recent research highlights solid Q1 execution and the added growth opportunity from the $3.6b MaintainX acquisition. Analyst Commentary Recent research on Autodesk points to a mix of valuation resets and continued confidence in the company’s execution, particularly following its Q1 report and the planned US$3.6b MaintainX acquisition.
내러티브 업데이트 • Jul 06

ADSK: MaintainX Deal Will Recast Long Term Operations And AI Positioning

Analysts have trimmed their average price target for Autodesk to around $235 from about $262, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples as they weigh strong recent results against questions around the MaintainX acquisition and core business momentum. Analyst Commentary Recent research on Autodesk highlights a mixed backdrop, with several firms acknowledging strong Q1 results while reassessing valuation, growth assumptions and the impact of the MaintainX acquisition.
내러티브 업데이트 • Jun 22

ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion

Autodesk's analyst price targets have shifted slightly as the consensus factors in a modest recalibration of revenue growth and higher future P/E expectations, with recent research highlighting both the potential of the $3.6b MaintainX acquisition and questions about its impact on margins and the core business. Analyst Commentary Recent research on Autodesk highlights a mix of optimism and caution as analysts weigh the MaintainX acquisition, Q1 results, and revised valuation frameworks.
내러티브 업데이트 • Jun 06

ADSK: MaintainX Acquisition And Margin Framework Will Support Future Rebound

Analysts trimmed the fair value estimate for Autodesk by about $6 to $319, as slightly lower modeled revenue growth and a modestly higher discount rate were only partly offset by expectations for stronger profit margins and a lower future P/E following the MaintainX acquisition. Analyst Commentary Recent research on Autodesk centers on how the MaintainX acquisition and Q1 update feed into growth, profitability and valuation.
내러티브 업데이트 • Apr 27

ADSK: Margin Expansion And Sales Model Shift Will Support Future Rebound

The Analyst Price Target for Autodesk has been adjusted modestly to $325.55 from $331.62 as analysts balance Q4 strength, solid FY27 guidance and margin support with lower sector multiples and recent target cuts across several covering firms. Analyst Commentary Recent research on Autodesk reflects a split view, with many firms trimming price targets while still highlighting execution, margin potential and long term growth initiatives, and at least one downgrade pointing to sector and sentiment pressures.
새로운 내러티브 • Apr 19

Autodesk Could Reach $330–$378 Over the Next Five Years

Autodesk (ADSK) has a credible path to $330–$378 over the next five years because it remains the dominant software platform for architecture, engineering, construction, and product design, with a strong shift toward subscriptions and recurring revenue. That transition gives earnings higher visibility and improves capital efficiency, which can support a premium valuation if growth continues.
내러티브 업데이트 • Apr 10

ADSK: Margin Expansion And Software Multiple Reset Will Drive Future Rebound

Narrative Update The analyst price target for Autodesk is now set at $331, with recent revisions clustering in the $285 to $350 range as analysts balance solid recent results, FY27 guidance commentary, and sector wide software multiple compression when framing upside and risk. Analyst Commentary Recent research paints a mixed picture for Autodesk, with most firms trimming price targets yet keeping positive ratings, and a later downgrade at Citi underscoring growing debate around risk and reward at current levels.
내러티브 업데이트 • Mar 27

ADSK: Margin Expansion And Limited AI Risk Will Support Multiple Rebound

Autodesk's updated analyst price target edges slightly lower to about $331.62. This reflects analysts' mixed target revisions that weigh recent Q4 beats, FY27 guidance commentary and sector-wide multiple compression against company specific views on margin expansion, resilient demand and limited perceived AI risk.
내러티브 업데이트 • Mar 12

ADSK: Margin Expansion And AI Adoption Will Support Future Multiple Rebound

Our updated analyst price target for Autodesk moves slightly lower to about $332 from roughly $343, as analysts balance softer assumed revenue growth and a lower future P/E multiple with firm commentary that highlights solid recent results, resilient software valuations, and ongoing margin progress. Analyst Commentary Recent research on Autodesk reflects a mix of optimism around execution and margins, set against more cautious expectations for future growth and valuation multiples.
새로운 내러티브 • Mar 10

Cloud Platforms And AI Models Will Redefine Long Term Potential Here

Catalysts About Autodesk Autodesk provides software platforms that connect design, make and operate workflows across architecture, engineering, construction, manufacturing and media. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Feb 25

ADSK: AI Integration And Margin Expansion Will Support Future Multiple Rebound

Autodesk's fair value estimate has been revised down from about $363 to $343 as analysts trim price targets across the sector, citing software multiple compression and weaker sentiment, while also pointing to solid Q4 expectations, margin potential, and AI integration as key supports for the business model. Analyst Commentary Recent research on Autodesk reflects a mixed backdrop, with price targets moving lower across the board while many firms still highlight solid execution, Q4 expectations and the role of AI as key supports for the story.
새로운 내러티브 • Feb 24

Cloud Workflow Friction And AI Monetization Delays Will Eventually Support Stronger Fundamentals

Catalysts About Autodesk Autodesk provides software platforms that connect design and make workflows for architecture, engineering, construction, manufacturing and related industries. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Feb 10

ADSK: AI And Converged Workflows Will Support Multi Year Margin Expansion

Narrative Update Introduction Our updated analyst price target for Autodesk edges slightly lower to about US$363 from roughly US$366, as analysts balance only modest tweaks to growth and discount rate assumptions with firmer profit margin expectations and a slightly reduced future P/E multiple, supported by recent upgrades and higher external targets. Analyst Commentary Recent research on Autodesk skews more constructive, with several banks lifting ratings and price targets after what they describe as consistent execution and steady demand.
내러티브 업데이트 • Jan 25

ADSK: AI Execution And Converged Workflows Will Support Multi Year Outperformance

Analysts have made a slight downward adjustment to their fair value estimate for Autodesk to about US$365.58 from US$365.71, reflecting updated views on its growth, margins and future P/E as they respond to recent target moves and supportive research on the company's execution and product demand. Analyst Commentary Recent research points to a generally constructive tone on Autodesk, with several firms adjusting price targets and ratings as they reassess growth, execution and valuation.
내러티브 업데이트 • Jan 10

ADSK: AI And Execution Will Support Multi Year Outperformance Versus Core Industries

Analysts have made a slight adjustment to the Autodesk fair value estimate to about $365.71 per share. The change reflects recent price target increases on the Street, renewed confidence in execution and AI and go to market plans, and expectations that the company can grow several points faster than its core industries over the next few years.
분석 기사 • Jan 02

Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price

Autodesk, Inc.'s ( NASDAQ:ADSK ) price-to-earnings (or "P/E") ratio of 56.4x might make it look like a strong sell...
내러티브 업데이트 • Dec 25

ADSK: AI Execution Will Drive Margins And Support Multi Year Upside

Our fair value estimate for Autodesk has inched up by about $1 to approximately $366 per share, as analysts point to steady low teens revenue growth, improving margins, and increased confidence in execution, AI strategy, and multi year growth durability, which is reflected in a series of upward price target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Autodesk, with several firms lifting price targets and, in at least one case, upgrading the stock, as confidence improves in the company’s growth trajectory, margin profile, and execution consistency.
내러티브 업데이트 • Dec 11

ADSK: AI And Execution Will Drive Margin Expansion And Share Gains

Analysts have nudged our Autodesk fair value estimate slightly higher to approximately $365 per share, up from about $365 previously. This reflects increased confidence in the durability of low teens revenue growth, AI and go to market execution, and consistently strong quarterly results that have supported a series of upward price target revisions on the Street.
분석 기사 • Nov 28

Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

A week ago, Autodesk, Inc. ( NASDAQ:ADSK ) came out with a strong set of quarterly numbers that could potentially lead...
내러티브 업데이트 • Nov 27

ADSK: Future Operating Margin Expansion Will Drive Shares Higher This Cycle

Autodesk's average analyst price target has increased modestly to approximately $373. This reflects analyst optimism around improving revenue growth, expanded profit margins, and consistent execution in recent quarters.
내러티브 업데이트 • Nov 05

ADSK: Future Margin Expansion Will Fuel Share Price Momentum

Autodesk's analyst price target has been raised, with most estimates climbing by $15 to $38 per share, as analysts cite better-than-expected quarterly results and increased confidence in long-term margin and revenue growth targets. Analyst Commentary Bullish analysts responded to Autodesk’s quarterly results by significantly raising their price targets.
내러티브 업데이트 • Oct 22

Analysts Raise Price Targets on Autodesk Following Strong Results and Improved Margin Guidance

Autodesk's analyst price target has increased significantly, rising by $17 to $393. Analysts point to stronger-than-expected quarterly results and raised long-term margin guidance as key drivers behind their optimism.
내러티브 업데이트 • Oct 08

Cloud Adoption And AEC Investment Will Open New Markets

Autodesk’s analyst price target has been revised upward by $4.75 to $363.71. Analysts cite stronger than expected quarterly performance and improved long-term growth and margin outlooks as key drivers of the change.
내러티브 업데이트 • Aug 30

Investments In Cloud And AI Will Expand Future Customer Ecosystem

Driven by Autodesk’s stronger-than-expected Q2 results, upgraded guidance, long-term margin expansion targets, and improved revenue prospects—partially offset by macro and margin model concerns—the consensus analyst price target has increased from $342.07 to $356.55. Analyst Commentary Stronger-than-expected fiscal Q2 results and upgraded full-year (FY26) guidance, with revenue growth accelerating and beats across key operating metrics.
Seeking Alpha • Apr 09

Autodesk: Solid Business Trading At The Low End Of Its Trading Band

Summary Despite macro challenges, Autodesk's strong product stickiness, network effects, and low valuation make it a compelling buy. Exposure to growing markets like AEC, manufacturing, and AI infrastructure, coupled with secular tailwinds, supports long-term growth potential. High switching costs and strong network effects, especially in AutoCAD, ensure ADSK's market leadership and user retention. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Autodesk: Chinese Solutions Pose Risks

Summary Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Autodesk Is A Great Company But I Do Not Like Its Current Valuation

Summary Autodesk is a strong company with a diversified revenue stream and a robust software suite. Its current valuation appears stretched, leading me to rate it as a HOLD. Autodesk's transition to a subscription model has improved revenue predictability and margins, yet high stock-based compensation and a moderate balance sheet pose concerns. My investment philosophy focuses on great fundamentals, a strong moat, and reasonable valuation. Autodesk excels in fundamentals and moat but lacks a margin of safety. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems

Summary Autodesk's share price dropped post-Q3 earnings, despite results that were broadly in line with expectations. Autodesk continues to benefit from infrastructure spending growth, and the company's strategy is expanding its footprint. Autodesk will need to generate strong growth going forward to maintain its current valuation, which will be difficult when current tailwinds begin to fade. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

Autodesk Q3: Strong Billing Growth Supporting Future Growth

Summary I reiterate a 'Buy' rating on Autodesk with a fair value of $310 per share due to strong billing growth and strategic subscription transition. ADSK reported 11% revenue growth and 28% billings growth, driven by a shift to annual subscriptions, early renewals, and a new transaction business model. The company’s major platforms, including AEC, AutoCAD, MFG, and M&E, experienced robust revenue growth, supported by effective go-to-market efforts and cloud infrastructure leverage. Despite high stock-based compensation and potential market slowdowns, Autodesk's strategic shift and billing growth provide a solid foundation for future growth. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Autodesk가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:ADSK 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Jul 267,7901,6423,1731,696
30 Apr 267,5071,4633,1051,645
31 Jan 267,2061,1243,0771,618
31 Oct 256,8881,1112,9561,589
31 Jul 256,6051,0432,8481,551
30 Apr 256,3471,0122,7491,506
31 Jan 256,1311,1122,6311,458
31 Oct 245,9611,0912,5541,437
31 Jul 245,8051,0572,4791,391
30 Apr 245,6459972,4431,371
31 Jan 245,4979062,4241,345
31 Oct 235,3469172,3551,306
31 Jul 235,2128742,3451,277
30 Apr 235,1048382,3191,227
31 Jan 235,0058232,2661,187
31 Oct 224,8986192,2491,165
31 Jul 224,7445582,1971,135
30 Apr 224,5674872,1531,105
31 Jan 224,3864972,1001,081
31 Oct 214,2141,3192,0561,041
31 Jul 214,0411,3151,981991
30 Apr 213,8941,2981,908947
31 Jan 213,7901,2081,873899
31 Oct 203,6514291,820865
31 Jul 203,5413631,791847
30 Apr 203,4253051,762831
31 Jan 203,2742151,687851
31 Oct 193,1121471,672802
31 Jul 192,931571,621777
30 Apr 192,745-231,566750
31 Jan 192,570-811,508725
31 Oct 182,386-3191,482717
31 Jul 182,241-4151,440728
30 Apr 182,131-5201,399741
31 Jan 182,057-5671,376756
31 Oct 171,982-5671,347760
31 Jul 171,956-5901,331761
30 Apr 172,005-5441,318760
31 Jan 172,031-5821,312766
31 Oct 162,201-4461,303784
31 Jul 162,311-3471,295789
30 Apr 162,370-5171,295789
31 Jan 162,504-3301,309790
31 Oct 152,520-2821,319777

양질의 수익: ADSK는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ADSK의 현재 순 이익률 (21.1%)은 지난해 (15.8%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: ADSK의 수익은 지난 5년 동안 연평균 11.1% 증가했습니다.

성장 가속화: 지난 1년간 ADSK 의 수익 증가율(57.4%)은 연간 평균(11.1%)을 초과합니다.

수익 대 산업: ADSK의 지난 1년 수익 증가율(57.4%)은 Software 업계의 27.2%를 상회했습니다.

자기자본이익률

높은 ROE: ADSK의 자본 수익률(48.54%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/16 21:36
종가2026/09/16 00:00
수익2026/07/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Autodesk, Inc.는 60명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
Joseph VruwinkBaird