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PTC
PTC (PTC) investor relations material
PTC Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Feb, 2026
Executive summary
Achieved 13% year-over-year ARR growth to $2.494 billion and 21% revenue growth to $686 million in Q1'26, driven by large deal volume, license renewals, and longer contract durations.
Free cash flow grew 13% year-over-year to $267 million, with operating cash flow at $270 million; operating margin expanded to 32.2%.
Embedded AI across the portfolio and advanced Intelligent Product Lifecycle solutions, with strong SaaS adoption and competitive displacements.
Progressed on the divestiture of Kepware and ThingWorx, with closing expected by April 1, 2026, and proceeds to be used for share repurchases.
Record deferred ARR and higher seller productivity, with strategic wins in automotive and industrial sectors.
Financial highlights
Q1'26 ARR as reported: $2.494 billion, up 13% year-over-year; constant currency ARR excluding Kepware and ThingWorx: $2.341 billion, up 9%.
Q1'26 revenue: $685.8 million, up 21% year-over-year; recurring revenue: $657.3 million, up 25%.
Q1'26 free cash flow: $267 million, up 13% year-over-year, including $10 million in divestiture costs.
Q1'26 GAAP diluted EPS: $1.39; non-GAAP diluted EPS: $1.92.
Repurchased $200 million of common stock in Q1'26; $2 billion total repurchase authorization through FY'27.
Outlook and guidance
FY'26 constant currency ARR growth expected at 7.5–9.5% (excluding Kepware and ThingWorx) and 7–9% including them.
FY'26 free cash flow guidance: ~$1 billion; operating cash flow: ~$1.03 billion.
FY'26 revenue guidance: $2.675–$2.94 billion; non-GAAP EPS: $6.69–$9.15.
Q2'26 guidance: ARR growth 7.5–8%, free cash flow $310–$315 million, non-GAAP EPS $1.93–$2.54.
Guidance excludes most effects of the Kepware and ThingWorx divestiture, except for already-incurred and expected Q2'26 costs.
AI integration: How will it drive customer value?
Beyond repurchases, how are divestiture proceeds used?
How does go-to-market transformation drive ARR?
What ensures deferred ARR converts as planned?
When will AI releases materially impact ARR growth?
What drives Windchill+ and Creo+ adoption?
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Next PTC earnings date
Q2 202629 Apr, 2026
PTC
Next PTC earnings date
Q2 202629 Apr, 2026
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Frequently asked questions
CAD, IoT, Augmented Reality, and More
Founded in 1985, PTC Inc. is a global software company that aids businesses in the design, manufacture, operation, and service of products. With a diverse portfolio that spans Internet of Things (IoT), augmented reality (AR), computer-aided design (CAD), and even a program for Product Lifecycle Management (PLM). PTC is headquartered in Boston and has grown to serve a myriad of industries.
Evolution from CAD Pioneer to Digital Solutions Leader
PTC’s journey began as a trailblazer in 3D CAD software. In the late 1980s and 1990s, the company launched Pro/ENGINEER, the industry's first rule-based constraint (parametric) CAD software. This software revolutionized product design by allowing engineers to create 3D digital prototypes of their products, enhancing the overall design process. Over the years, PTC expanded its software suite to include solutions that cover the entire product lifecycle, from conception and design to service and retirement.
Solutions for the Modern Industrial Landscape
At the heart of PTC's offerings is its comprehensive suite of software tools tailored to meet the demands of today's industries. Their CAD solutions, led by the flagship product Creo, enable product designers and engineers to visualize, analyze, and verify complex product designs. Through advanced simulation tools and a user-friendly interface, Creo has become the preferred choice for many enterprises.
Moreover, with the Vuforia AR platform, PTC provides tools for developers to create immersive augmented reality applications. These AR applications can be used in a variety of sectors, from education and marketing to manufacturing and service, making the process of information consumption more interactive and intuitive. When looking at companies supplying similar services, one finds names such as Oracle, SAP, IBM, and many more.
Internet of Things
PTC saw the increasing value of the Internet of Things and the potential of augmented reality in industrial settings. By strategically acquiring companies and expanding their product suite, PTC positioned itself at the forefront of the IoT and AR revolutions. Their ThingWorx platform, for instance, offers a comprehensive IoT solution, enabling businesses to create and run applications for connected products.
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