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PTC Inc. (PTC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, PTC Inc. (PTC - Free Report) reported revenue of $673.25 million, down 24.7% over the same period last year. EPS came in at $2.03, compared to $3.47 in the year-ago quarter.

The reported revenue represents a surprise of +2.38% over the Zacks Consensus Estimate of $657.61 million. With the consensus EPS estimate being $2.00, the EPS surprise was +1.5%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $2.51 billion versus $2.53 billion estimated by three analysts on average.
  • ARR by Product Group - PLM: $1.48 billion compared to the $1.5 billion average estimate based on two analysts.
  • ARR by Product Group - CAD: $1.02 billion versus $1.03 billion estimated by two analysts on average.
  • Revenue- Recurring Revenue: $645.25 million versus the four-analyst average estimate of $632.1 million. The reported number represents a year-over-year change of -25.1%.
  • Revenue- Professional Services: $24.13 million versus the four-analyst average estimate of $24.1 million. The reported number represents a year-over-year change of -0.9%.
  • Revenue- Perpetual License: $3.88 million compared to the $1 million average estimate based on three analysts. The reported number represents a change of -53.6% year over year.

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

Shares of PTC Inc. have returned +0.8% over the past month versus the Zacks S&P 500 composite's -0.4% 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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