PTC Inc
XMUN:PMTA
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PTC Inc
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PTC Inc
PTC Inc. sells industrial software that helps manufacturers design products, manage product data, and keep track of how those products are built and serviced. Its core tools are used for computer-aided design, product lifecycle management, and connected-device software, so engineers, factory teams, and service teams can work from the same digital record of a product. The company mainly sells subscriptions and software licenses, along with related maintenance and support services. Its customers are manufacturers and industrial companies in areas like machinery, aerospace, automotive, electronics, and medical devices, where complex products need tight control over design changes, parts, and documentation. PTC sits in the middle of the industrial technology stack: it does not make the physical products, but it helps companies design, track, and service them more efficiently. That makes its business different from general-purpose software, because its tools are built around the workflow of making real-world products from first design through after-sales support.
PTC Inc. sells industrial software that helps manufacturers design products, manage product data, and keep track of how those products are built and serviced. Its core tools are used for computer-aided design, product lifecycle management, and connected-device software, so engineers, factory teams, and service teams can work from the same digital record of a product.
The company mainly sells subscriptions and software licenses, along with related maintenance and support services. Its customers are manufacturers and industrial companies in areas like machinery, aerospace, automotive, electronics, and medical devices, where complex products need tight control over design changes, parts, and documentation.
PTC sits in the middle of the industrial technology stack: it does not make the physical products, but it helps companies design, track, and service them more efficiently. That makes its business different from general-purpose software, because its tools are built around the workflow of making real-world products from first design through after-sales support.
Strong quarter: PTC said Q2 was a strong quarter, with constant-currency ARR up 8.5% to the high end of guidance and free cash flow up 14% year over year, also above guidance.
Guidance raised: Management raised fiscal 2026 revenue guidance to $2.580 billion to $2.820 billion and non-GAAP EPS guidance to $6.65 to $8.90, while keeping ARR growth guidance at 7.5% to 9.5%.
AI is a driver: Executives said AI is increasingly helping demand by pushing customers to modernize product data foundations, especially around Windchill, Creo, Onshape, and Codebeamer.
Second-half setup: The company expects Q3 net new ARR to be up year over year, with a more meaningful step-up in Q4, supported by a visible increase in deferred ARR.
Capital return: PTC repurchased $250 million of stock in Q2, plans about $250 million more in Q3, and authorized a new $2 billion buyback program through fiscal 2028.
