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PTC Inc. (PTC) Reports Q4 Earnings: What Key Metrics Have to Say

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PTC Inc. (PTC - Free Report) reported $893.8 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 42.7%. EPS of $3.47 for the same period compares to $1.54 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $743.69 million, representing a surprise of +20.18%. The company delivered an EPS surprise of +53.54%, with the consensus EPS estimate being $2.26.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how PTC Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • ARR as reported: $2.48 billion compared to the $2.47 billion average estimate based on three analysts.
  • Revenue- Recurring Revenue: $861.07 million versus the four-analyst average estimate of $706.85 million. The reported number represents a year-over-year change of +47.8%.
  • Revenue- Professional Services: $24.35 million versus $29.58 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -28.7% change.
  • Revenue- Total Software (License+Support & cloud services): $896.44 million versus $715.45 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +51.3% change.
  • Revenue- Perpetual License: $8.37 million compared to the $8.63 million average estimate based on four analysts. The reported number represents a change of -15.9% year over year.

View all Key Company Metrics for PTC Inc. here>>>

Shares of PTC Inc. have returned -5.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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