PTC Inc

Latest Results (26.10.2025):

PTC Inc reported strong financial performance for the third fiscal quarter of 2025, demonstrating solid execution and growth across key metrics. The company exceeded its guidance in several areas, including Annual Recurring Revenue (ARR), operating cash flow, and free cash flow, while also raising its outlook for the full fiscal year.

Annual Recurring Revenue (ARR) Growth

PTC Inc achieved a constant currency ARR growth of 9.3% in Q3'25, placing it at the higher end of the company's guidance range. This growth reflects the company's effective strategy in expanding its product data foundations and enhancing value across various industries and regions.

Operating and Free Cash Flow

Both operating cash flow and free cash flow grew by 14% year-over-year, surpassing the guidance ranges. This robust cash flow performance was driven by strong ARR growth, a subscription-based business model, and disciplined financial management.

Revenue Growth

Revenue for Q3'25 increased by 24% year-over-year to $644 million, significantly exceeding the previous year's $519 million. This growth underscores PTC Inc's successful market expansion and product offerings.

Updated Financial Guidance

PTC Inc has raised its full-year 2025 guidance for ARR, free cash flow, revenue, earnings per share (EPS), and non-GAAP EPS. The company now expects approximately $850 million in free cash flow for FY'25 and continued ARR growth in the range of 8% to 9%.

Share Repurchases

Continuing its commitment to returning value to shareholders, PTC Inc proceeded with share repurchases under its $2 billion authorization. The company repurchased $75 million worth of its stock in Q3'25 and plans an additional $75 million in Q4'25, aiming to complete a total of $300 million for the fiscal year.

Strategic Focus on AI and Vertical Growth

PTC Inc is advancing its foundation for AI-driven and verticalized growth, positioning itself for long-term success. The company continues to enhance its offerings across CAD, PLM, ALM, SLM, and SaaS, driving key customer wins and expanding its market presence.