Every material Form 8-K Autodesk filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Autodesk reported fiscal third-quarter 2026 revenue of $1.85 billion, up 18% from a year earlier, with GAAP diluted earnings per share of $1.60 versus $1.27. The company raised its full-year fiscal 2026 guidance, which now includes revenue of $7.150 billion to $7.165 billion and GAAP EPS of $5.16 to $5.33.
Q3 fiscal 2026 revenue was $1,853 million, up 18% as reported and in constant currency; Americas $820 million, EMEA $715 million, APAC $318 million.
GAAP diluted EPS was $1.60 versus $1.27 a year earlier; non-GAAP EPS was $2.67, up $0.50 year over year.
Full-year fiscal 2026 guidance now calls for revenue of $7,150 million to $7,165 million and non-GAAP EPS of $10.18 to $10.25; the prior guidance figures are not in the filing.
Autodesk reported fiscal second-quarter revenue of $1.76 billion, up 17% from a year earlier, and GAAP diluted EPS of $1.46, up from $1.30. The company raised its full-year fiscal 2026 guidance, citing first-half strength and foreign exchange tailwinds, and said the SEC and the U.S. Attorney's Office for the Northern District of California have closed their investigations.
Revenue was $1,763 million, up 17% (18% in constant currency); billings were $1,678 million, up 36%.
GAAP diluted EPS was $1.46 versus $1.30; non-GAAP diluted EPS was $2.62, up $0.47.
Full-year fiscal 2026 revenue guidance is $7,025 million to $7,075 million; non-GAAP EPS guidance is $9.80 to $9.98.
The SEC notified the company on August 19, 2025, and the U.S. Attorney's Office notified it on August 21, 2025, that each was closing its matter.
At its June 18, 2025 annual meeting, Autodesk stockholders elected ten directors and approved an amended and restated 2022 Equity Incentive Plan. The Board also appointed directors Jeff Epstein and Christie Simons to the Audit Committee, and the Board determined that both are audit committee financial experts.
Equity plan amendment approved with 161,559,339 votes for, 11,627,585 against, 474,550 abstentions and 15,033,309 broker non-votes
Ernst & Young LLP ratified as independent auditor for the fiscal year ending January 31, 2026, with 169,330,158 votes for and 19,127,944 against
Jeff Epstein and Christie Simons appointed to the Audit Committee on June 18, 2025
Autodesk sold $500 million of 5.300% senior notes due 2035 under an underwriting agreement dated June 3, 2025. The company said it plans to use the proceeds for general corporate purposes, which may include repaying other debt. The filing sets out the notes' interest schedule and key covenants, and does not disclose a change in operating results.
Principal amount: $500 million of 5.300% Notes due 2035, issued in a public offering under a Form S-3 registration statement.
Underwriting agreement dated June 3, 2025 with Citigroup Global Markets Inc., BofA Securities, Inc. and J.P. Morgan Securities LLC as representatives.
Interest is paid semi-annually on June 15 and December 15, starting December 15, 2025; the Sixth Supplemental Indenture is dated June 6, 2025.
Autodesk reported first-quarter fiscal 2026 revenue of $1,633 million, up 15% from a year earlier, and non-GAAP diluted EPS of $2.29, up $0.42. GAAP diluted EPS fell to $0.70 from $1.16 as net income dropped to $152 million from $252 million, with a $105 million restructuring charge among the factors. The company also said its chief accounting officer, Stephen W. Hope, will step down, with CFO Janesh Moorjani taking on the principal accounting officer role.
Q1 fiscal 2026 revenue of $1,633 million, up 15% (16% in constant currency); GAAP diluted EPS $0.70, down $0.46 year over year
Net income $152 million versus $252 million a year earlier; restructuring, other exit costs, and facility reductions were $105 million in the quarter
Q2 fiscal 2026 revenue guidance $1,720 million to $1,730 million; full-year revenue guidance $6,925 million to $6,995 million
Stephen W. Hope to step down as principal accounting officer after the Form 10-Q filing and leave the company at the end of August 2025; CFO Janesh Moorjani to also serve as principal accounting officer
Autodesk entered a credit agreement on May 8, 2025, providing an unsecured revolving loan facility of $1.5 billion with Citibank, N.A. as administrative agent. The company had no outstanding revolving loans under the facility as of that date, and it terminated its existing credit agreement dated September 30, 2021, in connection with the new one.
Unsecured revolving facility of $1.5 billion; no loans outstanding as of May 8, 2025
Scheduled termination date of May 8, 2030; commitments can be increased up to $2.0 billion, no more than twice per calendar year
Interest at Term SOFR plus a margin of 0.575% to 1.000%, depending on the company's public debt rating
Maximum leverage ratio of 3.50:1.00 (Consolidated Covenant Debt to Consolidated EBITDA), with a temporary increase to 4.00:1.00 after certain acquisitions
Autodesk entered a cooperation agreement with Starboard Value and its affiliates on April 23, 2025. Jeff Epstein and Anna Christine Simons join the board as non-voting observers and become voting directors after the June 18, 2025 annual meeting, and Starboard withdraws its March 20, 2025 director nominations. The agreement gives shareholders a settled board line-up for the 2025 annual meeting, with Starboard bound by voting and standstill terms.
Epstein and Simons will be appointed to the board immediately after the June 18, 2025 annual meeting and serve as non-voting observers until then.
Starboard withdraws its March 20, 2025 letter nominating director candidates and agrees to vote for board nominees, subject to limited exceptions.
Starboard agrees to a standstill period, and Autodesk will reimburse its reasonable documented fees and expenses from August 1, 2024.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Autodesk filing is on SEC EDGAR ↗. 8-K briefs of other companies →