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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for PTC Inc. (PTC) is 9/10.
PTC reported constant currency ARR growth of 8.5% excluding Kepware to $2.388 billion, at the high end of guidance, with FCF exceeding the guidance range. The Kepware/ThingWorx divestiture was completed, enabling a focused intelligent product lifecycle strategy. Management reiterated ARR guidance at 7.5-9.5% while raising revenue and EPS on demand capture dynamics, and announced a new $2 billion buyback authorization through FY2028.
Scored from PTC Inc.’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $627M | +14.6% | $1.04 | +173.7% | 82.0% | 31.0% | 20.2% | $90M |
| FY2025 Q1 | $565M | +2.7% | $0.68 | +23.6% | 80.2% | 20.4% | 14.6% | $236M |
| FY2025 Q2 | $636M | +5.5% | $1.35 |
| +42.1% |
| 83.3% |
| 35.1% |
| 25.6% |
| $279M |
| FY2025 Q3 | $644M | +24.2% | $1.17 | +105.3% | 82.9% | 32.6% | 21.9% | $242M |
| FY2025 Q4 | $894M | +42.7% | $2.94 | +182.7% | 86.9% | 48.5% | 38.9% | $100M |
| FY2026 Q1 | $686M | +21.4% | $1.39 | +104.4% | 82.8% | 32.2% | 24.3% | $267M |
| FY2026 Q2 | $774M | +21.7% | $4.99 | +269.6% | 83.8% | 38.2% | 76.3% | $318M |
| FY2026 Q3 | $600M | -6.8% | $1.03 | -12.0% | 83.7% | 27.7% | 19.8% | $249M |