Source-grounded facts extracted from PTC INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
PTC INC. reported second fiscal quarter ended March 31, 2026 results: revenue $774, EPS $4.98.
“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”
Trac Pham was appointed as Director at PTC INC..
“On March 9, 2025, Trac Pham was appointed to the Board of Directors of PTC Inc., effective as of March 17, 2025.”
Janesh Moorjani resigned as Director at PTC INC..
“On November 25, 2024, Janesh Moorjani resigned from the Board of Directors of PTC Inc.”
Neil Barua was appointed as President and Chief Executive Officer at PTC INC..
“appointed Neil Barua, the Company’s existing Chief Executive Officer, to the dual positions of President and Chief Executive Officer of the Company effective as of October 1, 2024.”
Michael DiTullio departed as President and Chief Operating Officer at PTC INC..
“This appointment takes effect following the conclusion of Michael DiTullio’s tenure as President and Chief Operating Officer of the Company on September 30, 2024.”
Robert Bernshteyn was appointed as Director at PTC INC..
“On August 27, 2024, Robert Bernshteyn was appointed to the Board of Directors of PTC Inc., effective as of September 9, 2024.”
Michael DiTullio changed role as President and Chief Operating Officer at PTC INC..
“On July 14, 2024, it was agreed that Michael DiTullio, who has served as President and Chief Operating Officer of PTC since February 2023, will, in culmination of the successful CEO succession process, transition from that role to that of strategic advisor to the Chief Executive Officer, with his last day of service as President and Chief Operating Officer being September 30, 2024.”
PTC INC. updated its fiscal second quarter ended March 31, 2024 guidance (reaffirmed).
“On May 1, 2024, PTC Inc. announced results for its fiscal second quarter ended March 31, 2024.”
PTC INC. shareholders approved Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024 at the 2024-02-14 meeting.
“Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm form 2024. For Against Abstain Broker Non-Votes 98,469,537 11,081,601 23,605 —”
PTC INC. shareholders approved Advisory vote to approve the compensation of our named executive officers (Say-on-Pay) at the 2024-02-14 meeting.
“Advisory vote to approve the compensation of our named executive officers (Say-on-Pay). For Against Abstain Broker Non-Votes 96,865,993 8,524,531 30,658 4,153,561”
PTC INC. shareholders approved Elect nine directors to serve until the 2025 Annual Meeting of Stockholders at the 2024-02-14 meeting.
“The Annual Meeting of Stockholders was held on February 14, 2024. Three proposals were before the meeting: • Elect nine directors to serve until the 2025 Annual Meeting of Stockholders; • Advisory vote to approve the compensation of our named executive officers (Say-on-Pay); • Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024.”
Alice Christenson was appointed as Chief Accounting Officer at PTC INC..
“On February 14, 2024, Alice Christenson, Corporate Vice President, Finance, age 59, was appointed Chief Accounting Officer (principal accounting officer) of the Company.”
James Heppelmann departed as Chief Executive Officer at PTC INC..
“Mr. Barua succeeds James Heppelmann who, as part of the Board of Directors’ CEO succession plan, stepped down from his role as Chief Executive Officer on such date.”
Neil Barua was appointed as Chief Executive Officer at PTC INC..
“On February 14, 2024, the Board of Directors of PTC Inc. (“PTC” or the “Company”) appointed Neil Barua, the Company’s CEO-Elect, Chief Executive Officer of the Company.”
PTC INC. reported financial results for first fiscal quarter ended December 31, 2023.
“On January 31, 2024, PTC Inc. announced results for its fiscal first quarter ended December 31, 2023.”
PTC INC. reported financial results for fourth quarter and fiscal year ended September 30, 2023.
“On November 1, 2023, PTC Inc. announced results for its fourth quarter and fiscal year ended September 30, 2023.”
Blake Moret resigned as director at PTC INC..
“On August 1, 2023, PTC’s Board of Directors accepted the resignation of director Blake Moret, which resignation was submitted pursuant to the terms of the Share Purchase Agreement between PTC Inc. and Rockwell Automation Inc. dated as of June 11, 2018, as amended on May 11, 2021, after Rockwell’s ownership of PTC shares fell below 5% of PTC’s outstanding shares.”
James Heppelmann departed as Chief Executive Officer at PTC INC..
“Mr. Barua will replace James Heppelmann who, as part of the Board of Directors’ CEO succession plan, will step down from his role as Chief Executive Officer on the Effective Date.”
Neil Barua was appointed as Chief Executive Officer at PTC INC..
“On July 26, 2023, PTC Inc. (“PTC” or the “Company”) announced that Neil Barua will be appointed Chief Executive Officer of PTC effective as of the close of PTC’s 2024 Annual Meeting of Stockholders, which is expected to be held on February 14, 2024 (the “Effective Date”).”
PTC INC. updated its third fiscal quarter ended June 30, 2023 guidance (raised).
“On July 26, 2023, PTC Inc. announced results for its fiscal third quarter ended June 30, 2023.”
Janesh Moorjani was appointed as Director at PTC INC..
“On June 1, 2023, Janesh Moorjani was appointed to the Board of Directors of PTC Inc., effective as of June 7, 2023.”
PTC INC. updated its its second fiscal quarter ended March 31, 2023 guidance (raised).
“On April 26, 2023, PTC Inc. announced results for its fiscal second quarter ended March 31, 2023.”
PTC INC. shareholders approved Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2023 at the 2023-02-16 meeting.
“Advisory vote to confirm the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2023.”
PTC INC. shareholders approved Advisory vote to approve the frequency of the Say-on-Pay vote at the 2023-02-16 meeting.
“Advisory vote to approve the frequency of the Say-on-Pay vote.”
PTC INC. shareholders approved Advisory vote to approve the compensation of our named executive officers (Say-on-Pay) at the 2023-02-16 meeting.
“Advisory vote to approve the compensation of our named executive officers (Say-on-Pay).”
PTC INC. shareholders approved Approve an increase of 2,000,000 shares under the 2016 Employee Stock Purchase Plan at the 2023-02-16 meeting.
“Approve an increase of 2,000,000 shares under the 2016 Employee Stock Purchase Plan.”
PTC INC. shareholders approved Approve an increase of 6,000,000 shares available for issuance under the 2000 Equity Incentive Plan at the 2023-02-16 meeting.
“Approve an increase of 6,000,000 shares available for issuance under the 2000 Equity Incentive Plan.”
PTC INC. shareholders approved Elect nine directors to serve until the 2024 Annual Meeting of Stockholders at the 2023-02-16 meeting.
“Elect Nine Directors to Serve until the 2024 Annual Meeting of Stockholders.”
Michael DiTullio was appointed as President and Chief Operating Officer at PTC INC..
“Michael DiTullio, 55, promoted to President and Chief Operating Officer of PTC.”
James Heppelmann changed role as Chief Executive Officer at PTC INC..
“the Board of Directors separated the positions of Chief Executive Officer and President of PTC, with James Heppelmann, 58, continuing as Chief Executive Officer of PTC”
PTC INC. updated its its fiscal first quarter ended December 31, 2022 guidance (raised).
“On February 1, 2023, PTC Inc. announced results for its fiscal first quarter ended December 31, 2022.”
PTC INC. completed an acquisition involving ServiceMax, Inc. (closed 2023-01-03).
“On January 3, 2023, PTC completed its acquisition of ServiceMax, Inc. pursuant to the Share Purchase Agreement dated November 17, 2022 by and among PTC, ServiceMax, Inc., and ServiceMax JV, LP”
PTC INC. incurred term loan of $500 million term loan credit facility with JPMorgan Chase Bank, N.A. as Administrative Agent and the Lenders named therein at Interest rates for the credit facilities will be determined at the option of PTC maturing Each of the revolving credit facility and the term loan credit facility will mature on the earlier of (i) January 3, 2028 (the “Stated Maturity Date”) and (ii).
“The new credit facility consists of (i) a $1.25 billion revolving credit facility, (ii) a $500 million term loan credit facility, and (iii) an incremental facility pursuant to which PTC may incur additional term loan tranches or increase its revolving credit facility by an amount of up to (a) the greater of $766 million and 10% of consolidated EBITDA, plus (b) an additional amount subject to a ratio of first lien secured indebtedness to consolidated EBITDA of PTC and its subsidiaries of not greater than 1.75 to 1.00 on a pro forma basis.”
PTC INC. incurred revolving credit of $1.25 billion revolving credit facility with JPMorgan Chase Bank, N.A. as Administrative Agent and the Lenders named therein at Interest rates for the credit facilities will be determined at the option of PTC maturing Each of the revolving credit facility and the term loan credit facility will mature on the earlier of (i) January 3, 2028 (the “Stated Maturity Date”) and (ii).
“The new credit facility consists of (i) a $1.25 billion revolving credit facility, (ii) a $500 million term loan credit facility, and (iii) an incremental facility pursuant to which PTC may incur additional term loan tranches or increase its revolving credit facility by an amount of up to (a) the greater of $766 million and 10% of consolidated EBITDA, plus (b) an additional amount subject to a ratio of first lien secured indebtedness to consolidated EBITDA of PTC and its subsidiaries of not greater than 1.75 to 1.00 on a pro forma basis.”
PTC INC. entered into Amended Senior Credit Agreement with JPMorgan Chase Bank, N.A. as Administrative Agent and the Lenders named therein valued at $1.25 billion revolving credit facility and $500 million term loan credit facility (effective 2023-01-03).
“On January 3, 2023, PTC Inc. (“PTC”) entered into a Fourth Amended and Restated Credit Agreement (the “Amended Senior Credit Agreement”) with JPMorgan Chase Bank, N.A. as Administrative Agent and the Lenders named therein, which Amended Senior Credit Agreement amended and restated in its entirety PTC’s existing senior credit facility (the “Existing Credit Agreement”).”
PTC INC. entered into Share Purchase Agreement with ServiceMax JV, LP, and ServiceMax, Inc. valued at $1,458,000,000 (effective 2022-11-17).
“Subject to the terms and conditions of the Share Purchase Agreement, PTC has agreed to pay the Seller and the holders of certain vested ServiceMax restricted stock units and incentive equity (collectively, the “Selling Security Holders”) an aggregate of $1,458,000,000 in cash consideration to be paid in two installments, with (i) $808,000,000 payable at the closing of the Acquisition (the “Closing Consideration”) and (ii) $650,000,000 payable, without interest and not subject to contingencies, on October 2, 2023.”
PTC INC. reported financial results for fourth quarter and full year ended September 30, 2022.
“On November 2, 2022, PTC Inc. announced results for its fourth quarter and fiscal year ended September 30, 2022.”
Troy Richardson changed role as other_named_officer at PTC INC..
“On May 18, 2022, it was agreed that Troy Richardson, who led the Company’s Digital Thread Business for the past year, will be leaving the Company after a transition period, the term of which has not been determined.”
Michael DiTullio changed role as President of the Digital Thread Business at PTC INC..
“On May 23, 2022, Michael DiTullio, previously President, Velocity Business at PTC Inc. (the “Company”), assumed the role of President of the Company’s Digital Thread Business.”
Amar Hanspal was appointed as Director at PTC INC..
“On March 12, 2022, Amar Hanspal was appointed to the Board of Directors of PTC, effective as of April 1, 2022.”
Michal Katz was appointed as Director at PTC INC..
“On December 13, 2021, Michal Katz was appointed to the Board of Directors of PTC, effective as of February 8, 2022.”
Troy Richardson changed role as President, Digital Thread Solutions at PTC INC..
“On November 3, 2021, Troy Richardson, our Executive Vice President, Chief Operating Officer, was promoted to President, Digital Thread Solutions.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.