Autodesk

Q2 FY2027 EarningsQ2 FY27 delivered a solid beat across all top and bottom-line metrics: revenue reached $2,046M vs. $2,012M expected, and normalized EPS was $2.33 vs. $1.95 consensus. The AEC segment remained the primary growth engine, up 17% YoY, while the "Make" portfolio surged 26% YoY, driven by strong momentum in Autodesk Forma and Fusion. Management's recent $3.6B acquisition of MaintainX signals an aggressive push into asset operations, though it may temporarily weigh on GAAP margins due to integration costs.