Autodesk raised its full-year guidance for adjusted earnings, revenue, and billings.

Key Highlights

Benefiting from AI data center demand for its design software, Autodesk's profits and sales both exceeded expectations. The company's billings also surpassed forecasts. Autodesk raised its full-year guidance for adjusted earnings, revenue, and billings.

On Friday, Autodesk (ADSK) shares climbed 8% following the company's better-than-expected results announced the previous day and raised guidance based on AI data center demand for its design software.

Autodesk reported fiscal 2026 second-quarter adjusted earnings per share (EPS) of $2.62 and revenue of $1.76 billion, up 17% year-over-year, with both metrics beating expectations. Billings surged 36% to $1.68 billion during the same period, also exceeding forecasts.

Design segment product sales grew 17% to $1.47 billion, while Make unit product sales increased 20% to $194 million.

Its Architecture, Engineering, Construction & Operations (AECO) software sales rose 23% to $878 million, while revenue from popular products AutoCAD and AutoCAD LT reached $440 million, up 13% year-over-year.

Autodesk CFO Janesh Moorjani stated: "We're seeing strong performance in AECO, where customers are benefiting from continued investment in data centers, infrastructure, and industrial construction, and this positive impact has more than offset the softness in commercial."

Currently, Autodesk has set its full-year adjusted EPS guidance at $9.80 to $9.98, revenue guidance at $7.025 to $7.075 billion, and billings guidance at $7.355 to $7.445 billion. Previously, the company's guidance was for adjusted EPS of $9.50 to $9.73, revenue of $6.925 to $6.995 billion, and billings of $7.160 to $7.310 billion.

This news has pushed Autodesk shares into positive territory for the year.