Core Insights - Autodesk (ADSK) is set to release its third-quarter fiscal 2026 results on November 25, with expected revenues between $1.80 billion and $1.81 billion, reflecting a year-over-year growth of 14.95% [1] - The Zacks Consensus Estimate for earnings per share (EPS) is $2.49, indicating a year-over-year growth of 14.75% [2] Revenue and Earnings Expectations - Autodesk anticipates third-quarter fiscal 2026 revenues of $1.80-$1.81 billion, with diluted non-GAAP EPS expected to be between $2.48 and $2.51 [7] - The AECO segment is a key growth driver, with revenues having grown 23.1% year-over-year in the previous quarter, indicating strong customer activity [3] Business Performance Factors - The company’s expanding subscription and recurring revenue base, along with strong billings momentum, is expected to positively impact third-quarter performance [4] - Autodesk has shown robust cash generation and effective cost management, leading to increased free cash flow and stronger margin leverage [5] Challenges and Headwinds - Autodesk faces potential headwinds from significant exposure to international markets, with currency volatility likely impacting reported results [6] - The transition to a new transaction model may pressure margins due to added costs and temporary inefficiencies [7][8]