Jun 2026 (Q3 FY26) — Jul 29, 2026
PTC Q3 FY26 — Strong Net New ARR and Raised Guidance
Read the full callPTC earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 600 | −6.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 27.8 | −4.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 119 | −16.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $164.38 on 14 Oct 2025 → $193.15. High $227.38 (7 May 2026), low $128.72 (10 Sept 2026).
Overview
Call summaries
PTC Q3 FY26 — Strong Net New ARR and Raised Guidance
Read the full callPTC Q2 FY26 — Strong ARR Growth and AI-Driven Modernization Demand
Read the full callEvery analysed call
Financials
Net profit, year on year: −16% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 627 | 565 | 636 | 644 | 894 | 686 | 774 | 600 |
| Operating profit | 194 | 116 | 223 | 210 | 434 | 221 | 296 | 167 |
| Operating margin | 31.0% | 20.4% | 35.1% | 32.6% | 48.5% | 32.2% | 38.2% | 27.8% |
| Other income | 1 | -0 | 1 | 2 | 11 | -1 | 466 | 2 |
| Interest | 25 | 22 | 20 | 18 | 17 | 17 | 15 | 16 |
| Profit before tax | 170 | 93 | 205 | 194 | 428 | 203 | 747 | 152 |
| Tax rate | 25.7% | 11.7% | 20.8% | 27.0% | 18.8% | 18.0% | 20.9% | 22.1% |
| Net profit | 127 | 82 | 163 | 141 | 348 | 167 | 591 | 119 |
| EPS ($ per share) | — | 0.68 | 1.35 | 1.18 | — | 1.40 | 5 | 1.04 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -599 | -191 | -62 | 415 | 728 | 973 | 1,350 | 2,084 |
| Total liabilities | 1,454 | 1,463 | 1,944 | 2,469 | 2,391 | 3,612 | 3,169 | 2,791 |
| Fixed assets | 81 | 106 | 101 | 100 | 98 | 88 | 75 | 61 |
| Total assets | 2,329 | 2,665 | 3,383 | 4,508 | 4,687 | 6,289 | 6,384 | 6,617 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 248 | 285 | 234 | 369 | 435 | 611 | 750 | 868 |
| Cash from investing | -49 | -150 | -526 | -688 | -201 | -866 | -125 | -38 |
| Cash from financing | -211 | -123 | 297 | 370 | -264 | 268 | -651 | -909 |
| Net cash flow | -20 | 10 | 5 | 51 | -54 | 16 | -22 | -81 |
| Capital expenditure | -36 | -64 | -20 | -25 | -19 | -24 | -14 | -11 |
| Free cash flow | 212 | 221 | 214 | 344 | 416 | 587 | 736 | 857 |
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Recurring Services | 93% | 93% | 95% | 95% | 96% | 96% | 96% | 96% | -6.1% |
| Product Lifecycle Management | — | 63% | 62% | 63% | 66% | 63% | 64% | 59% | -11.6% |
| Computer Aided Design | — | 37% | 38% | 37% | 34% | 37% | 36% | 41% | +1.2% |
| Perpetual License | 1% | 2% | 1% | 1% | 1% | 1% | 1% | <1% | -91.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q3 FY2026 · share of revenue
As PTC cuts its regions in its filings; they can nest, so they need not add to 100%.
59 filings between Nov 15, 2025 and Oct 5, 2026.
Purchases
None
No insider bought shares.
Sales
$11.76M
16 sales by 4 insiders
81% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Talvitie Kristian | — | $9.52M | Dec 9, 2025 |
| VON STAATS AARON C | — | $1.57M | Mar 3, 2026 |
| Lathan Corinna | — | $448.7K | Oct 5, 2026 |
| CHRISTENSON ALICE | — | $229.6K | Nov 25, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Lathan Corinna Director | Sale 10b5-1 plan | 1,750 | $342.6K |
| Sep 15, 2026 | BERNSHTEYN ROBERT Director | Option exercise | 1,117 | $0 |
| Aug 15, 2026 | STEVENSON JON Chief Product Officer | Tax withheld | 1,204 | $180.3K |
| Aug 15, 2026 | STEVENSON JON Chief Product Officer | Option exercise | 4,099 | $0 |
| Aug 15, 2026 | Barua Neil President and CEO | Tax withheld | 5,547 | $830.7K |
| Aug 15, 2026 | Barua Neil President and CEO | Option exercise | 11,471 | $0 |
| Mar 16, 2026 | Lathan Corinna Director | Sale 10b5-1 plan | 675 | $106.1K |
| Mar 15, 2026 | Pham Trac Director | Option exercise | 1,181 | $0 |
| Mar 3, 2026 | VON STAATS AARON C EVP, Chief Legal Officer | Sale 10b5-1 plan | 2,639 | $422.2K |
| Feb 11, 2026 | BERNSHTEYN ROBERT Director | Option exercise | 1,500 | $0 |
| Feb 11, 2026 | Hanspal Amarpreet Director | Option exercise | 1,500 | $0 |
| Feb 11, 2026 | VON STAATS AARON C EVP, Chief Legal Officer | Sale 10b5-1 plan | 8 | $1.3K |
| Feb 11, 2026 | VON STAATS AARON C EVP, Chief Legal Officer | Sale 10b5-1 plan | 232 | $37.4K |
| Feb 11, 2026 | Benjamin Mark D Director | Option exercise | 1,500 | $0 |
| Feb 11, 2026 | CHAFFIN JANICE Director | Option exercise | 1,801 | $0 |
| Feb 11, 2026 | LICO JAMES A Director | Option exercise | 410 | $0 |
| Feb 11, 2026 | Katz Michal Director | Option exercise | 1,500 | $0 |
| Feb 11, 2026 | Pham Trac Director | Option exercise | 1,431 | $0 |
| Feb 11, 2026 | Lathan Corinna Director | Option exercise | 1,500 | $0 |
| Feb 11, 2026 | LACY PAUL A Director | Option exercise | 1,500 | $0 |
| Jan 12, 2026 | Barua Neil President and CEO | Option exercise | 7,628 | $0 |
| Jan 12, 2026 | Barua Neil President and CEO | Tax withheld | 2,611 | $447.6K |
| Dec 31, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Tax withheld | 14,809 | $2.58M |
| Dec 31, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Option exercise | 30,619 | $0 |
| Dec 9, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale | 10,230 | $1.78M |
| Dec 9, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale | 40,061 | $6.93M |
| Dec 8, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 1,838 | $320.9K |
| Dec 8, 2025 | VON STAATS AARON C EVP, Chief Legal Officer | Sale 10b5-1 plan | 2,984 | $520.5K |
| Dec 8, 2025 | VON STAATS AARON C EVP, Chief Legal Officer | Sale 10b5-1 plan | 3,344 | $585.6K |
| Dec 8, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 500 | $87.6K |
| Dec 5, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 200 | $35.1K |
| Dec 5, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 400 | $69.5K |
| Dec 5, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 1,420 | $245.9K |
| Dec 5, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Sale 10b5-1 plan | 300 | $51.7K |
| Dec 1, 2025 | Dahdah Robert EVP, Chief Revenue Officer | Option exercise | 12,275 | $0 |
| Dec 1, 2025 | Dahdah Robert EVP, Chief Revenue Officer | Tax withheld | 5,935 | $1.04M |
| Nov 25, 2025 | CHRISTENSON ALICE Chief Accounting Officer | Sale | 1,323 | $229.6K |
| Nov 20, 2025 | STEVENSON JON Chief Product Officer | Tax withheld | 184 | $31.4K |
| Nov 20, 2025 | STEVENSON JON Chief Product Officer | Award | 620 | $0 |
| Nov 20, 2025 | VON STAATS AARON C EVP, GC and Secretary | Award | 2,674 | $0 |
| Nov 20, 2025 | CHRISTENSON ALICE Chief Accounting Officer | Award | 1,104 | $0 |
| Nov 20, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Tax withheld | 2,203 | $375.5K |
| Nov 20, 2025 | Talvitie Kristian EVP, Chief Financial Officer | Award | 4,555 | $0 |
| Nov 20, 2025 | Dahdah Robert EVP, Chief Revenue Officer | Tax withheld | 2,145 | $365.6K |
| Nov 20, 2025 | Dahdah Robert EVP, Chief Revenue Officer | Award | 4,436 | $0 |
| Nov 20, 2025 | CHRISTENSON ALICE Chief Accounting Officer | Tax withheld | 325 | $55.4K |
| Nov 20, 2025 | Barua Neil President and CEO | Tax withheld | 4,597 | $783.5K |
| Nov 20, 2025 | Barua Neil President and CEO | Award | 9,506 | $0 |
| Nov 20, 2025 | VON STAATS AARON C EVP, GC and Secretary | Tax withheld | 1,293 | $220.4K |
| Nov 15, 2025 | Barua Neil President and CEO | Option exercise | 35,205 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow PTC INC. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading