
Autodesk, Inc.
NASDAQ•ADSK
CEO: Dr. Andrew Anagnost Ph.D.
セクター: Technology
業種: Software - Application
上場日: 1985-06-28
Autodesk, Inc. provides 3D design, engineering, and entertainment technology solutions worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for land development, transportation, and environmental projects; Autodesk Build, provides a toolset for managing, sharing, and accessing project documents for streamlined workflows between the office, trailer, and jobsite; Revit, a software built for Building Information Modeling to help professionals design, build, and maintain higher-quality, more energy-efficient buildings; Autodesk BIM Collaborate Pro, cloud-based design collaboration and design management software; and BuildingConnected, a SaaS preconstruction solution. It also provides AutoCAD software, a customizable and extensible CAD application for professional design, drafting, detailing, and visualization; AutoCAD LT, a drafting and detailing software; Fusion, a 3D CAD, computer-aided manufacturing, and computer-aided engineering tool; Inventor, a software solution, that offers a set of tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; and Vault, a data management software, for managing data in one central location, accelerate design processes, and streamline internal/external collaboration. In addition, the company offers Flow Production Tracking, cloud-based software for review and production tracking; Maya software, which provides 3D modeling, animation, effects, rendering, and compositing solutions for film and video artists, game developers, and design visualization professionals; Media and Entertainment Collection, that provides end-to-end creative tools for entertainment creation; and 3ds Max software provides 3D modeling, animation, and rendering solutions. It sells its products and services to customers directly, as well as through a network of resellers and distributors. The company was incorporated in 1982 and is headquartered in San Francisco, California.
連絡先情報
時価総額
$49.25B
PER (TTM)
44.3
59.1
配当利回り
--
52週高値
$329.09
52週安値
$216.01
52週レンジ
順位31Top 21.6%
5.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2026 データ
売上高
$1.85B+18.25%
直近4四半期の推移
EPS
$1.61+25.78%
直近4四半期の推移
フリーCF
$430.00M+116.08%
直近4四半期の推移
2026 Q3 決算ハイライト
主なハイライト
Revenue Growth Strong Total net revenue reached $5.25B for nine months, increasing 17% compared to $4.49B in the prior comparable period.
Operating Cash Flow Jumps Net cash provided by operating activities was $1.46B for nine months, a substantial increase from $915M last year.
Subscription Revenue Accelerates Subscription revenue grew 17% to $4.92B, driven by growth in AEC Collections, Cloud Service offerings, and EBAs.
RPO Shows Solid Growth Remaining Performance Obligations totaled $7.36B as of October 31, 2025, marking a 6% increase from January 31, 2025.
リスク要因
International Revenue Dependency International revenue comprises 64% of net revenue, exposing results to global economic volatility and geopolitical conflicts.
Legal Proceedings Exposure Securities class action litigation and internal investigation fallout may result in significant defense costs and potential liability.
Technology Adoption Uncertainty Failure to successfully execute new business models like Flex or achieve market acceptance for new AI features poses risk.
Software Security Vulnerabilities Highly complex software is subject to security breaches, data loss, and potential liability from third-party technology reliance.
見通し
Transaction Model Transition Expect change in sales incentive recognition to positively impact calculated revenue growth in fiscal 2026, offsetting margin pressure.
Strategic Platform Focus Strategy centers on building platform of choice, accelerating adoption of Fusion, Forma, and Flow technologies globally.
Restructuring Nearing Completion The 2026 Plan restructuring is substantially complete as of October 31, 2025, optimizing go-to-market organization resources.
Strong Liquidity Maintained Liquidity is sufficient with $2.59B in cash/securities and an available $1.5B unsecured revolving credit facility.
同業比較
売上高 (TTM)
FI$21.19B
INFY$19.85B
$17.92B
粗利益率 (最新四半期)
CDNS95.3%
ADSK92.4%
FICO83.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| SNPS | $83.62B | 52.6 | 7.1% | 29.6% |
| CDNS | $81.51B | 76.5 | 21.6% | 25.8% |
| MSI | $76.91B | 35.6 | 103.2% | 49.7% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.3%
緩やかな成長
4四半期純利益CAGR
4.2%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年2月26日
EPS:$2.63
|売上高:$1.91B
財務レポート
財務データ
全年度
Form 10-Q - Q3 2026
会計期末: 2025年10月31日|提出日: 2025年11月26日|売上高: $1.85B+18.3%|EPS: $1.61+25.8%予想を下回るForm 10-Q - Q2 2026
会計期末: 2025年7月31日|提出日: 2025年9月2日|売上高: $1.76B+17.5%|EPS: $1.47+12.2%予想を下回るForm 10-Q - Q1 2026
会計期末: 2025年4月30日|提出日: 2025年5月29日|売上高: $1.63B+15.7%|EPS: $0.71-39.3%予想を下回るForm 10-K - FY 2025
会計期末: 2025年1月31日|提出日: 2025年3月6日|売上高: $6.13B+12.7%|EPS: $5.17+23.4%予想を上回るForm 10-Q - Q3 2025
会計期末: 2024年10月31日|提出日: 2024年12月3日|売上高: $1.57B+11.9%|EPS: $1.28+13.3%予想を下回るForm 10-Q - Q2 2025
会計期末: 2024年7月31日|提出日: 2024年9月3日|売上高: $1.50B+13.0%|EPS: $1.31+26.0%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年4月30日|提出日: 2024年6月10日|売上高: $1.41B+13.1%|EPS: $1.17+56.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年1月31日|提出日: 2024年6月10日|売上高: $5.44B+10.0%|EPS: $4.19+10.0%予想を上回る