{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-208904","form_type":"8-K","ticker":"PTC","cik":"0000857005","company_name":"PTC INC.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.824983+00:00","generated_at":"2026-05-14T23:04:27.186814+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"PTC beats Q2 FY2026 guidance; constant currency ARR up 8.5%; new $2B buyback","bullets":["Q2 revenue $774M vs guidance $685-745M; GAAP EPS $4.98 vs $4.09-4.74; non-GAAP EPS $2.69 vs $1.87-2.47.","Constant currency ARR ex-divested businesses grew 8.5% YoY to $2,388M, in line with 8-8.5% guidance.","Operating cash flow $321M and free cash flow $318M, each up 14% YoY.","Board authorized $2.0B share repurchase for FY'27-FY'28; $625M repurchased in Q2; FY'26 target $1.225-1.325B."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-208904","json":"https://secwatch.observer/filing/0001193125-26-208904.json","markdown":"https://secwatch.observer/filing/0001193125-26-208904.md","text":"https://secwatch.observer/filing/0001193125-26-208904.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/ptc-20260506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:04:27.186814+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5651d561540457e57a867684d3ed89ce225de4cf","claim":"PTC INC. reported second fiscal quarter ended March 31, 2026 results: revenue $774, EPS $4.98.","evidence_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","confidence":0.95}],"comparable_filings":[{"accession":"0001326380-26-000020","ticker":"GME","company_name":"GameStop Corp.","filed_at":"2026-06-02T20:43:35+00:00","headline":"GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001326380-26-000020","json":"https://secwatch.observer/filing/0001326380-26-000020.json","markdown":"https://secwatch.observer/filing/0001326380-26-000020.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/gme-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"Net sales were $835.3 million for the first quarter","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1326380/000132638026000020/0001326380-26-000020-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges","event_type":"earnings","sec_items":["2.02","2.05","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039805","json":"https://secwatch.observer/filing/0001628280-26-039805.json","markdown":"https://secwatch.observer/filing/0001628280-26-039805.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/gtlb-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}},{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}},{"accession":"0001104659-26-069198","ticker":"DG","company_name":"DOLLAR GENERAL CORP","filed_at":"2026-06-02T10:54:17+00:00","headline":"Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance","event_type":"earnings","sec_items":["2.02","5.07","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069198","json":"https://secwatch.observer/filing/0001104659-26-069198.json","markdown":"https://secwatch.observer/filing/0001104659-26-069198.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/tm2616084d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026\nHighlights · Net\n Sales Increased 3.4% to $10.8 Billion · Same-Store\n Sales Increased 2.0% · Operating\n Profit Increased 10.8% to $638.5 Million · Diluted\n Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash\n Flow From","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm"}},{"accession":"0001645590-26-000052","ticker":"HPE","company_name":"Hewlett Packard Enterprise Co","filed_at":"2026-06-01T20:09:22+00:00","headline":"HPE Q2 FY26: record revenue $10.7B (+40%), raises FY26 guidance, introduces FY27 framework","event_type":"earnings","sec_items":["1.01","2.02","5.02","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001645590-26-000052","json":"https://secwatch.observer/filing/0001645590-26-000052.json","markdown":"https://secwatch.observer/filing/0001645590-26-000052.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/hpe-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"gross margin, and non-GAAP diluted net EPS, as well as its highest-ever free cash flow generation for a second quarter. Second Quarter Fiscal 2026 Financial Results • Revenue : $10.7 billion, up 40% from the prior-year period • Gross margins : ◦ GAAP of 36.5%, up 810 basis points from the prior-year period and up 60 basis points sequentially ◦ Non-GAAP (1) of 36.9%,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1645590/000164559026000052/0001645590-26-000052-index.htm"}},{"accession":"0001104659-26-058226","ticker":"ACH","company_name":"ACCENDRA HEALTH INC/VA/","filed_at":"2026-05-11T23:59:59+00:00","headline":"Accendra Health Q1 revenue $627.8M, adj. EBITDA $58.4M; >$1.5B debt optimization","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058226","json":"https://secwatch.observer/filing/0001104659-26-058226.json","markdown":"https://secwatch.observer/filing/0001104659-26-058226.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/ach-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/75252/000110465926058226/0001104659-26-058226-index.htm"}},{"accession":"0001104659-26-058250","ticker":"FSK","company_name":"FS KKR Capital Corp","filed_at":"2026-05-11T23:59:59+00:00","headline":"FSK posts Q1 GAAP loss of $1.57/sh, NAV falls to $18.83; announces $150M preferred, tender, buyback","event_type":"earnings","sec_items":["1.01","2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058250","json":"https://secwatch.observer/filing/0001104659-26-058250.json","markdown":"https://secwatch.observer/filing/0001104659-26-058250.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/tm2614112d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"Earnings (Loss) per share of ($1.57), compared to Earnings (Loss) per share of ($0.41) for the quarter ended December 31, 2025","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1422183/000110465926058250/0001104659-26-058250-index.htm"}},{"accession":"0001193125-26-215661","ticker":"APC","company_name":"ARKO Petroleum Corp.","filed_at":"2026-05-11T23:59:59+00:00","headline":"ARKO Petroleum Q1 net income $8.1M ($4.5M), Adj. EBITDA $36.4M ($30.9M); completes IPO","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215661","json":"https://secwatch.observer/filing/0001193125-26-215661.json","markdown":"https://secwatch.observer/filing/0001193125-26-215661.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/0001193125-26-215661-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/apc-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"businesses (FY'26 Plan FX rates 3 ) $2,388 $2,200 8.5% 8% to 8.5% growth Operating cash flow $321 $281 14% $315 to $320 Free cash flow $318 $279 14% $310 to $315 Revenue 4 $774 $636 22% 5 $685 to $745 Operating margin 4 38% 35% 310 bps Non-GAAP operating margin 4 53% 47% 600 bps Earnings per share 4 $4.98 6 $1.35 7 270% $4.09 to $4.74 Non-GAAP earnings","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/857005/000119312526208904/0001193125-26-208904-index.htm","comparable_excerpt":"announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights (vs. Year-Ago Period) 1,2 • Net income for the quarter increased to $8.1 million compared to $4.5 million. • Adjusted EBITDA for the quarter increased to $36.4 million compared to $30.9 million. • Net cash provided by operating activities for the quarter was","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/0001193125-26-215661-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}