The call reflected a positive outlook due to strong financial performance in Q4, strategic divestiture plans, and confidence in future growth. However, there were concerns about the potential impact of the divestiture and macroeconomic conditions.
Company Guidance
During PTC's 2025 Fourth Quarter Conference Call, CEO Neil Barua announced a definitive agreement to divest Kepware and ThingWorx to TPG, which will allow PTC to focus more intensively on its Intelligent Product Lifecycle vision. The company reported 8.5% constant currency ARR growth and a 16% increase in free cash flow year-over-year for Q4, driven by strategic deals in automotive and med tech verticals. Looking ahead to fiscal 2026, PTC provided ARR guidance of 7% to 9% including Kepware and ThingWorx, and 7.5% to 9.5% excluding them. The company is also targeting $1 billion in free cash flow, bolstered by strong deferred ARR. Additionally, PTC plans to return $150 million to $250 million in excess cash to shareholders per quarter, starting with $200 million in Q1.
Strong Q4 Performance
PTC delivered 8.5% constant currency ARR growth and 16% free cash flow growth year-over-year in Q4.
Strategic Divestiture
PTC announced the divestiture of its Kepware and ThingWorx businesses to TPG, expected to close in the first half of 2026, potentially yielding up to $725 million in cash consideration.
Record Deferred ARR
PTC ended the year with record deferred ARR under contract, providing strong visibility into fiscal '26 and beyond.
Significant Revenue Beat
Revenue exceeded the midpoint of guidance by $140 million, driven by a mix of large multiyear renewals and contracts.
Future Growth Confidence
PTC is on track to deliver $1 billion of free cash flow in fiscal '26 and expects ARR growth of 7% to 9%, with further alignment on Intelligent Product Lifecycle vision.
PTC (PTC) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PTC Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$189.97
$173.93
-8.44%
Jul 30, 2025
$202.51
$214.81
+6.07%
Apr 30, 2025
$154.97
$156.34
+0.88%
Feb 05, 2025
$189.76
$171.61
-9.56%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does PTC (PTC) report earnings?
PTC (PTC) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).
What is PTC (PTC) earnings time?
PTC (PTC) earnings time is at Feb 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.