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Here's What Key Metrics Tell Us About PTC Inc. (PTC) Q1 Earnings

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PTC Inc. (PTC - Free Report) reported $685.83 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 21.4%. EPS of $1.92 for the same period compares to $1.10 a year ago.

The reported revenue represents a surprise of +7.43% over the Zacks Consensus Estimate of $638.41 million. With the consensus EPS estimate being $1.59, the EPS surprise was +20.47%.

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: $2.49 billion compared to the $2.5 billion average estimate based on three analysts.
  • Revenue- Recurring Revenue: $657.28 million compared to the $601.92 million average estimate based on five analysts. The reported number represents a change of +25.4% year over year.
  • Revenue- Professional Services: $22.92 million versus the five-analyst average estimate of $27.72 million. The reported number represents a year-over-year change of -27.1%.
  • Revenue- Total Software (License+Support & cloud services): $662.91 million versus the five-analyst average estimate of $609.99 million. The reported number represents a year-over-year change of +24.2%.
  • Revenue- Perpetual License: $5.63 million versus $8.07 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -40.1% change.

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

Shares of PTC Inc. have returned -14.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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