PTC
Builds CAD and lifecycle software for designing, managing, and servicing manufactured products.
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Profile
Sells CAD and product lifecycle, application lifecycle, and service lifecycle software to industrial manufacturers. Creo and Onshape support design; Windchill, Arena, and Codebeamer manage product data and requirements; ServiceMax and Servigistics extend workflows into field service, with most revenue recurring through subscriptions, SaaS, hosting, and support.
Builds software that manufacturers use to design, manage, and service physical products. Creo and Onshape cover CAD; Windchill and Arena manage product and quality data; Codebeamer handles software requirements and traceability; ServiceMax and Servigistics support field service and service-parts planning.
Links design, software, quality, and service workflows around shared product data. Cloud offerings complement established on-premises deployments, while Orbit and Jetstream add asset records and cross-team collaboration. Customers span the Americas, Europe, and Asia Pacific.
The completed sale of Kepware industrial connectivity and ThingWorx IoT narrowed the portfolio around CAD, PLM, ALM, and service lifecycle management. Most revenue comes from subscriptions, support, SaaS, and hosting; demand depends on manufacturers' software budgets, while contract mix can make reported revenue timing uneven.
Company facts
Categories
Key statistics
Year to date −7.6% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Stifel Nicolaus | Target | $180 | $165 | |
| Jul 30, 2026 | Piper Sandler | Reiterate | Neutral | $180 | $157 |
| Jul 30, 2026 | Barclays | Reiterate | Overweight | $150 | $155 |
| Jul 30, 2026 | BMO Capital | Reiterate | Outperform | $155 | $164 |
| Jul 24, 2026 | BMO Capital | Target | $189 | $155 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q3 FY26 | $1.57 | $1.58 | +0.6% | $611.6M | $600.0M | −1.9% | +2.90% |
| May 6, 2026Q2 FY26 | $2.06 | $2.69 | +30.6% | $712.4M | $774.3M | +8.7% | +7.96% |
| Feb 4, 2026Q1 FY26 | $1.59 | $1.92 | +20.8% | $639.0M | $685.8M | +7.3% | +1.72% |
| Nov 5, 2025Q4 FY25 | $2.27 | $3.47 | +52.9% | $750.9M | $893.8M | +19.0% | −8.44% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $636.4M | $643.9M | $893.8M | $685.8M | $774.3M | $600.0M | |
| Gross profit | $530.1M | $533.9M | $776.9M | $568.1M | $648.7M | $490.5M | |
| Operating income | $223.5M | $209.8M | $433.6M | $221.1M | $295.8M | $166.5M | |
| Net income | $162.6M | $141.3M | $347.8M | $166.5M | $590.7M | $118.8M | |
| Diluted EPS | $1.35 | $1.17 | $2.94 | $1.39 | $4.99 | $1.03 | |
| Gross margin | 83.3% | 82.9% | 86.9% | 82.8% | 83.8% | 81.7% | |
| Operating margin | 35.1% | 32.6% | 48.5% | 32.2% | 38.2% | 27.7% |
Fiscal years (4-quarter sums)FY21 $1.81B · FY22 $1.93B · FY23 $2.10B · FY24 $2.30B · FY25 $2.74B
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $351.5M · Total debt $1.61B · Total assets $6.51B · Shareholders' equity $3.47B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 115.51M · Float 115.11M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 13.05M | 11.30% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 11.50M | 9.96% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.55M | 6.54% | 13F | Aug 13, 2026 |
| State Street Corporation | 6.46M | 5.60% | 13G | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.73M | 4.96% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 12, 2026 | Alice Christenson | officer: Chief Accounting Officer | −816 | $145.83 |
| Mar 16, 2026 | Corinna Lathan | director | −675 | $157.24 |
| Mar 3, 2026 | Aaron C. von Staats | officer: EVP, Chief Legal Officer | −2,639 | $160.00 |
| Feb 11, 2026 | Aaron C. von Staats | officer: EVP, Chief Legal Officer | −240 | $161.10 |
| Dec 9, 2025 | Kristian Talvitie | officer: EVP, Chief Financial Officer | −50,291 | $173.14 |
Peers
- Autodesk
Mid-market CAD champion; Fusion 360 contests Onshape, Inventor contests Creo.
- Salesforce
Top FSM rival via Field Service; CRM integration gives customer-data advantage.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| PTC | $156.40 | −0.53% | $18.15B | 15.2 | 18.7 | 6.1 | −6.8% |
| Autodesk | $260.19 | −0.22% | $55.04B | 33.8 | 19.7 | 7.1 | +16.1% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Median | 28.6 | 18.6 | 5.9 | +13.4% |