PTC Inc. · PTC · Next earnings

PTC Inc. reports Wednesday, Nov 4, 2026

PTC reports after market close with consensus EPS at $2.00 and revenue at $660.9M. Last quarter: PTC Beats on EPS and Revenue, Raises Guidance on AI-Driven Displacement Wins

Reports After market close45 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.00 Calendar consensus
Consensus revenue $660.9M Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where PTC left off: FY2026 Q2

Full report

PTC Beats on EPS and Revenue, Raises Guidance on AI-Driven Displacement Wins

EPS surprise +28.1% Reported $2.69 vs $2.10
Revenue surprise +8.7% Reported $774.3M vs $712.4M
Stock move +8.0% Event window
Subsequent drift -7.2% Up to 20 sessions

Revenue and non-GAAP EPS guidance were raised for the second consecutive quarter. ARR guidance, however, was held unchanged, which stands out given the magnitude of the EPS and revenue beat. This may reflect management's preference for conservative ARR targeting while the deferred ARR backlog builds, or it may signal that the conversion of deferred ARR into recognized ARR is not yet visible enough to justify an upward revision.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macro-economic uncertainty could slow enterprise software spending.
  • AI agent and AI-native product adoption may be slower than management expects.
  • Heavy reliance on deferred ARR buildup; conversion to recognized revenue could lag.
  • Intensifying competition in PLM, CAD, and AI-enabled solutions.
  • Execution risk in scaling AI offerings across multiple verticals simultaneously.

Questions analysts left open

  • Feasibility of returning to double-digit ARR growth.
  • Sustainability of displacement wins and competitive positioning.
  • Monetization timeline and pricing model for AI-enabled services.
  • Impact of macro backdrop on guidance confidence.
  • Balance between deferred ARR and net new ARR growth.

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Recent PTC quarters

All PTC earnings
+8.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.