Earnings summaries and quarterly performance for PTC.
Executive leadership at PTC.
Board of directors at PTC.
AH
Amar Hanspal
Detailed
Director
CL
Corinna Lathan
Detailed
Director
JL
James Lico
Detailed
Director
JC
Janice Chaffin
Detailed
Chair of the Board
MB
Mark Benjamin
Detailed
Director
MK
Michal Katz
Detailed
Director
PL
Paul Lacy
Detailed
Director
RB
Robert Bernshteyn
Detailed
Director
RS
Robert Schechter
Detailed
Director
TP
Trac Pham
Detailed
Director
Research analysts who have asked questions during PTC earnings calls.
Jason Celino
KeyBanc Capital Markets
6 questions for PTC
Also covers: ADSK, AZPN, BSY +12 more
JV
Jay Vleeschhouwer
Griffin Securities, Inc.
6 questions for PTC
Also covers: ADBE, ADSK, BSY +2 more
TR
Tyler Radke
Citigroup Inc.
5 questions for PTC
Also covers: ADBE, ADSK, AMPL +22 more
KW
Ken Wong
Oppenheimer & Co. Inc.
4 questions for PTC
Also covers: ADSK, ALTR, GDDY +9 more
Saket Kalia
Barclays Capital
4 questions for PTC
Also covers: ADBE, ADSK, ALRM +24 more
AB
Adam Borg
Stifel Financial Corp.
3 questions for PTC
Also covers: ADSK, CRWD, CYBR +7 more
BA
Blair Abernethy
Rosenblatt Securities Inc.
3 questions for PTC
Also covers: ALTR, BSY, CDNS +6 more
CJ
Clarke Jeffries
Piper Sandler & Co.
3 questions for PTC
Also covers: AVAV, AVDX, AZPN +10 more
JT
Joshua Tilton
Wolfe Research
3 questions for PTC
Also covers: ADSK, ALTR, BSY +17 more
MH
Matthew Hedberg
RBC Capital Markets
3 questions for PTC
Also covers: ADSK, ALTR, BASE +28 more
NS
Nay Soe Naing
Berenberg Capital Markets LLC
3 questions for PTC
Also covers: CDNS, SNPS, TRMB
AO
Andrew Obin
Bank of America
2 questions for PTC
Also covers: ALH, ALLE, AME +17 more
DJ
Daniel Jester
BMO Capital Markets
2 questions for PTC
Also covers: ADP, BL, DAY +11 more
HW
Hoi-Fung Wong
Oppenheimer & Co. Inc.
2 questions for PTC
Also covers: ADSK, BILL, GDDY +7 more
SP
Sitikantha Panigrahi
Mizuho
2 questions for PTC
Also covers: ADSK, BSY, CDNS +13 more
CS
C. Stephen Tusa
JPMorgan Chase & Co.
1 question for PTC
Also covers: ADSK, ANSS, APG +17 more
Joe Vruwink
Baird
1 question for PTC
Also covers: ADSK, BSY, CDNS +11 more
Joseph Vruwink
Baird
1 question for PTC
Also covers: ADSK, ANSS, BSY +13 more
SP
Siti Panigrahi
Mizuho Securities
1 question for PTC
Also covers: ADSK, BSY, CDNS +15 more
Recent press releases and 8-K filings for PTC.
PTC extends cloud-native CAD/PDM and PLM to regulated industries
PTC
Product Launch
- PTC has connected Onshape Government CAD/PDM with Arena PLM and QMS on AWS GovCloud, delivering a unified product development environment for U.S. government and regulated industries.
- The integration supports ITAR and EAR compliance and provides role-based access, audit logs, real-time BOM and engineering change updates, and full traceability.
- Targeted at U.S. government agencies, defense contractors, and other regulated organizations, the solution replaces fragmented, file-based tools with a single secure system.
- Both Onshape Government and Arena PLM are hosted on AWS GovCloud (US), enhancing the security foundation for compliance and data protection.
Dec 16, 2025, 1:30 PM
PTC announces Q4 2025 results and divestiture of IoT businesses
PTC
Earnings
M&A
Share Buyback
- PTC reached a definitive agreement for TPG to acquire its Kepware and ThingWorx businesses, expected to close in H1 2026 with upfront proceeds of $565 million–$600 million (net ~$365 million assuming an April 1 close) and potential total consideration of up to $725 million
- In Q4 FY25, PTC delivered 8.5% constant currency ARR growth and 16% free cash flow growth year-over-year, ending the year with record deferred ARR under contract
- For FY26, PTC guides to 7%–9% constant currency ARR growth including and 7.5%–9.5% excluding Kepware and ThingWorx, and expects $1 billion of free cash flow
- With leverage below 1×, PTC plans to return excess cash to shareholders by buying back $150 million–$250 million of shares per quarter in FY26, starting with $200 million in Q1
Nov 5, 2025, 10:00 PM
PTC reports Q4 2025 results
PTC
Earnings
Guidance Update
M&A
- ARR reached $2,478 million in Q4 with 10% YoY growth (8.5% constant currency).
- Operating cash flow was $104 million and free cash flow was $100 million in Q4, up 6% and 7% YoY, respectively, beating guidance.
- Announced divestiture of Kepware and ThingWorx, expecting net proceeds of ~$365 million, closing in H1 2026.
- FY 2026 guidance: constant currency ARR growth of 7–9%, operating cash flow ~ $1,030 million, free cash flow ~ $1,000 million, and revenue of $2,650–2,915 million.
Nov 5, 2025, 10:00 PM
PTC announces Q4 FY25 results and TPG divestiture
PTC
M&A
Guidance Update
Share Buyback
- PTC agreed to sell Kepware and ThingWorx to TPG, transaction expected to close in H1 2026 to concentrate on core CAD, PLM, ALM, SLM and AI-driven SaaS offerings.
- Q4 FY25 delivered 8.5% constant currency ARR growth and 16% free cash flow growth year-over-year.
- Record deferred ARR under contract at year-end provides strong visibility into FY26 performance.
- FY26 guidance set to 7–9% ARR growth including divested units (7.5–9.5% ex-divestiture) and $1 billion free cash flow, with $150–250 million quarterly share buybacks starting at $200 million in Q1.
- John Stevenson appointed Chief Product Officer to enhance product–R&D linkage and accelerate roadmap execution.
Nov 5, 2025, 10:00 PM
PTC reports Q4 Fiscal 2025 results and IoT divestiture
PTC
Earnings
Guidance Update
M&A
- PTC agreed to divest its Kepware and ThingWorx businesses to TPG for up to $725 million total consideration, with expected upfront proceeds of $565–$600 million and net proceeds around $365 million (assuming an April 1, 2026 close).
- In Q4 Fiscal 2025, PTC delivered 8.5% constant currency ARR growth, generated $100 million in free cash flow, and achieved 16% free cash flow growth for the full year to $857 million.
- PTC ended Q4 with $2.446 billion in constant currency ARR, up 8.5% year-over-year, and record deferred ARR under contract, providing strong visibility into Fiscal 2026 and beyond.
- For Fiscal 2026, PTC guides ARR growth of 7%–9% including Kepware and ThingWorx (and 7.5%–9.5% excluding) and targets $1 billion of free cash flow, with planned share buybacks of $150–$250 million per quarter.
Nov 5, 2025, 10:00 PM
PTC announces sale of ThingWorx and Kepware businesses
PTC
M&A
- On November 5, 2025, PTC Inc. entered into an Asset Purchase Agreement with Parrot US Buyer, L.P., controlled by TPG Global, to divest its ThingWorx and Kepware businesses.
- The base purchase price is $600 million in cash at closing, subject to working capital, indebtedness and performance adjustments, plus up to $125 million of contingent consideration upon a future sale by the buyer.
- The closing is scheduled for the later of February 1, 2026 or the second business day after satisfaction of closing conditions, without any financing condition or PTC shareholder approval.
- Key closing conditions include clearance under the Hart-Scott-Rodino Act, other foreign regulatory approvals and customary representations, warranties and covenants; either party may terminate if not closed by August 5, 2026 (extendable).
Nov 5, 2025, 9:44 PM
PTC announces Q4 and FY 2025 results
PTC
Earnings
Guidance Update
Share Buyback
- In FY 2025, PTC achieved 8.5% constant-currency ARR growth and 16% growth in operating and free cash flow, reaching record annual cash flows.
- The company announced the divestiture of Kepware and ThingWorx to focus on its CAD, PLM, ALM, and SLM offerings under its Intelligent Product Lifecycle strategy.
- For FY 2026, PTC guides 7%–9% constant-currency ARR growth, with operating cash flow of ~$1.03 billion and free cash flow of ~$1 billion, pending divestiture close.
- PTC plans to repurchase ~$200 million of shares in Q1 2026 under its $2 billion buyback authorization.
Nov 5, 2025, 9:03 PM
PTC reports Q4 and FY 2025 results
PTC
Earnings
Guidance Update
Share Buyback
- PTC delivered 8.5% constant currency ARR growth in FY 2025, with Q4 ARR of $2.478 B (+10% YoY on a reported basis).
- Achieved record cash generation in FY 2025 with operating cash flow of $868 M (+16%) and free cash flow of $857 M (+16%), including Q4 operating cash flow of $104 M (+6%) and free cash flow of $100 M (+7%).
- FY 2025 revenue reached $2.739 B (+19%), driven by Q4 revenue of $894 M (+43% YoY).
- Completed divestiture of Kepware and ThingWorx to sharpen focus on its Intelligent Product Lifecycle portfolio.
- Provided FY 2026 guidance for 7–9% constant currency ARR growth, operating cash flow of ~$1.03 B, free cash flow of ~$1 B, and $200 M of share repurchases planned in Q1 2026.
Nov 5, 2025, 9:01 PM
PTC to sell industrial connectivity and IoT businesses to TPG
PTC
M&A
- PTC and TPG signed a definitive agreement for TPG to acquire PTC’s Kepware and ThingWorx businesses, providing additional capital and expertise to drive their growth in industrial connectivity and IoT.
- PTC will refocus its resources on its Intelligent Product Lifecycle vision, concentrating on CAD, PLM, ALM, SLM and the adoption of AI-driven SaaS offerings.
- The transaction is expected to close in the first half of calendar year 2026, subject to regulatory approvals and other closing conditions.
- TPG will invest in the businesses through TPG Capital, its U.S. and European private equity platform.
Nov 5, 2025, 9:01 PM
PTC acquired by Kreate in Lima, Ohio
PTC
M&A
- Kreate has acquired Precision Thermoplastic Components (PTC) in Lima, Ohio, adding 115,000 square feet of manufacturing space to its domestic footprint.
- The Lima facility features heavy industrial infrastructure—overhead cranes, material silos, high-capacity water systems—and can accommodate up to 24 new high-speed production lines.
- The acquisition broadens Kreate’s customer base, diversifies revenue streams, and secures exclusive rights to proprietary products, advancing its U.S.-based manufacturing strategy.
- Following the deal, Kreate operates over 2.1 million square feet of manufacturing, distribution, and engineering space across the United States.
Aug 25, 2025, 9:48 PM
Quarterly earnings call transcripts for PTC.
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