secwatch.observer — SEC 8-K summary
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Issuer:     PTC INC. (PTC)
CIK:        0000857005
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0001193125-26-037588
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

PTC Q1'26: CC ARR up 8.4%, revenue $686M (+21% YoY), non-GAAP EPS $1.92
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- Constant currency ARR up 8.4% YoY; 9.0% excluding Kepware and ThingWorx.
- Revenue $686M (+21% YoY), GAAP EPS $1.39, non-GAAP EPS $1.92, above guidance range.
- Operating cash flow $270M, free cash flow $267M, both +13% YoY.
- Q1 share repurchases $200M; FY'26 target $1.115B-$1.315B, funded partly by divestiture proceeds.
- Management cites large deal volume and competitive displacements; Intelligent Product Lifecycle vision driving strategy.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/857005/000119312526037588/0001193125-26-037588-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/857005/000119312526037588/ptc-20260204.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-037588

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer