ADSKAutodesk, Inc.
Services-Prepackaged Software
- Revenue
- $7.2B
- 18% YoY
- Operating margin
- 21.9%
- 0.8% YoY
- EBITDA
- $1.8B
- 16% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.9×
- −$1.6B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear218% of net incomeCash flow under 80% of net income
- Dilutive SBCFired11% of revenueOver 10% of revenue
- Payouts exceed cash flowClear57% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear33% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $4.4B | $5.0B | $5.5B | $6.1B | $7.2B | 18% |
| Operating income | $618M | $989M | $1.1B | $1.4B | $1.6B | 17% |
| Net income | $497M | $823M | $906M | $1.1B | $1.1B | 1.1% |
| Operating cash flow | $1.5B | $2.1B | $1.3B | $1.6B | $2.5B | 53% |
| Capex | $56M | $40M | $31M | $40M | $43M | 7.5% |
| Stock-based comp | $555M | $657M | $703M | $683M | $788M | 15% |
| Buybacks | $1.1B | $1.1B | $795M | $852M | $1.4B | 65% |
| Dividends | $0 | $0 | $0 | $0 | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $30M | $24M | 91 | 134 |
| FY2025 | $25M | $34M | 112 | 154 |
| FY2024 | $21M | $24M | 91 | 124 |
| FY2023 | $18M | $16M | 78 | 83 |
| FY2022 | $22M | $16M | 90 | 104 |