Reported Q: Q4 2025 Rev YoY: +12.0% EPS YoY: +6.8% Move: -0.34%
Autodesk Inc
0HJF.L
$241.65 -0.34%
Exchange LSE Sector Technology Industry Software Services
Q4 2025
Published: Mar 6, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for 0HJF.L

Reported

Report Date

Mar 6, 2025

Quarter Q4 2025

Revenue

1.64B

YoY: +12.0%

EPS

1.40

YoY: +6.8%

Market Move

-0.34%

Previous quarter: Q3 2025

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Earnings Highlights

  • Revenue of $1.64B up 12% year-over-year
  • EPS of $1.40 increased by 6.8% from previous year
  • Gross margin of 90.6%
  • Net income of 303.00M
  • "N/A" - N/A
0HJF.L
Company 0HJF.L

Executive Summary

Autodesk delivered a solid Q4 2025 with revenue of $1.639B, up 12.0% year over year and 4.39% quarter over quarter, underpinned by continued strength in software subscriptions and usage of leading design tools. Gross margin remained exceptional at 90.6%, producing a gross profit of $1.485B and contributing to an operating income of $366M and net income of $303M. Diluted EPS was $1.396, and adjusted metrics reflect a disciplined cost base as R&D spending held at $393M while SG&A remained contained at $173M; cash flow remained a primary strength with net cash provided by operating activities of $692M and free cash flow of $678M, supported by a modest capex outlay of $14M and ongoing share repurchases of $409M for the period. The balance sheet shows a robust cash position of $1.60B against total debt of $2.56B, resulting in a net debt of $0.96B and a cash-to-debt dynamic that remains manageable given strong FCF generation. Deferred revenue remains elevated at $3.788B, highlighting the durability of Autodesk’s ARR base, though it also implies continued revenue deferrals into future periods. The company’s revenue and earnings quality is favorable, with an EBIT margin around 23.5% and a net margin near 18.5%. While valuation remains premium versus peers (P/E around 56x, P/S around 41x), Autodesk's portfolio breadth (AutoCAD, Revit, BIM 360, Fusion 360, Maya, 3ds Max, ShotGrid) and cloud migration strategy continue to drive long‑term growth potential. Management commentary specific to the earnings call is not provided in the data; as a result, forward guidance and qualitative takeaways from the call could not be cited directly. Investors should monitor ARR growth, renewal rates, product adoption in cloud-based solutions, and the evolving competitive landscape as catalysts or headwinds to the ongoing growth trajectory.

Key Performance Indicators

Revenue
Increasing
1.64B
QoQ: 4.39% | YoY: 12.03%
Gross Profit
Increasing
1.49B
90.60% margin
QoQ: 4.36% | YoY: 12.33%
Operating Income
Increasing
366.00M
QoQ: 5.78% | YoY: 11.93%
Net Income
Increasing
303.00M
QoQ: 10.18% | YoY: 7.45%
EPS
Increasing
1.41
QoQ: 10.10% | YoY: 6.77%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 1,763.00 1.46 +17.1% View
Q1 2026 1,625.00 0.70 +14.7% View
Q4 2025 1,639.00 1.40 +12.0% View
Q3 2025 1,570.00 1.27 +12.1% View
Q2 2025 1,505.00 1.30 +13.3% View