PTC Inc. · PTC · Next earnings

PTC Inc. reports Wednesday, Feb 3, 2027

PTC reports after market close with consensus EPS at $1.95 and revenue at $670.3M. Last quarter: PTC raises FY2026 outlook as AI wins and ARR momentum build

Reports After market close90 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.95 Calendar consensus
Consensus revenue $670.3M Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session After market close 90 days away

Where PTC left off: FY2026 Q3

Full report

PTC raises FY2026 outlook as AI wins and ARR momentum build

EPS surprise +0.6% Reported $1.58 vs $1.57
Revenue surprise -1.9% Reported $600.0M vs $611.6M
Stock move +2.9% Event window
Subsequent drift +16.6% Up to 20 sessions

Management raised the ARR growth midpoint to 9.25% and increased full-year revenue and non-GAAP EPS guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Failure to achieve Q4 net new ARR targets or convert deferred ARR.
  • Competitive pressure from established PLM and CAD vendors and AI-focused startups.
  • Slower customer adoption of AI capabilities.
  • Potential data-governance and IP-protection constraints.

Questions analysts left open

  • Execution against Q4 net new ARR targets and conversion of deferred ARR.
  • Competition from Siemens, Dassault and emerging AI-focused startups.
  • Customer adoption timelines and monetization of AI capabilities.
  • Data-governance and IP-protection requirements for product data.

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Recent PTC quarters

All PTC earnings
+2.9%FY2026 Q3+8.0%FY2026 Q2+1.7%FY2026 Q1-8.4%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.