PTC Q4 revenue $894M (+43% YoY), ARR growth 8.5% cc; divests Kepware and ThingWorx; FY26 guidance

PTC INC.

2025-FY EPS reported $6.08 revenue$2,739,226,000

Q4 revenue $894M (+43% YoY), non-GAAP EPS $3.47 vs $1.54; operating cash flow $104M (+6%).
Constant currency ARR growth 8.5% in Q4; full-year record cash flow with 16% growth in operating and free cash flow.
Divesting Kepware and ThingWorx to focus on CAD, PLM, ALM, SLM; guidance to be updated upon close.
FY2026 guidance: constant currency ARR growth 7%-9%, operating cash flow ~$1.03B, free cash flow ~$1B.
Increasing share repurchases; ~$200M expected in Q1'26 under $2B authorization.

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