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this source### PTC Therapeutics to Report Fourth Quarter and Full Year 2025 Financial Results on Thursday, Feb. 19, 2026[PTC Therapeutics, Inc. (NASDAQ: PTCT) announced today that the company will host a webcast conference call to report its fourth quarter and full year ...]### PTC Therapeutics Provides Update at J.P. Morgan Annual Healthcare Conference[PTC Therapeutics, Inc. (NASDAQ: PTCT) today provided an update on the Company's progress and its outlook for 2026. Matthew B. Klein, M.D., Chief...][More Re ...

Boston, Massachusetts-based PTC Inc. (PTC) provides software solutions and services globally that aid manufacturing companies in designing, operating, and managing products. With a market cap. of $18.5 billion, it offers a comprehensive portfolio of software solutions, including computer-aided design modeling, product lifecycle management, and related capabilities. Shares of PTC have lagged behind the broader market over the past 52 weeks. PTC stock has declined 6.9% over this time frame, while the broad ...

Financial Performance - ARR grew 13% (8% constant currency) to $2.49 billion as of the end of Q1'26 compared to Q1'25[103] - Revenue increased by 21% (19% constant currency) to $686 million in Q1'26, driven by higher license revenue from longer renewal contracts[105] - Operating income rose by 91% to $221.1 million in Q1'26, reflecting improved revenue and operational discipline[105] - Diluted earnings per share grew 104% to $1.39 in Q1'26 compared to Q1'25, driven by revenue growth[105] - Total gross margin increased by 25% to $568.1 million in Q1'26, with a gross margin percentage of 83%[123] - Non-GAAP net income rose to $230.7 million in Q1'26, up from $133.3 million in Q1'25, reflecting a year-over-year increase of 73.1%[164] - GAAP diluted earnings per share improved to $1.39 in Q1'26, compared to $0.68 in Q1'25, marking a significant increase of 104.4%[164] - Non-GAAP diluted earnings per share reached $1.92 in Q1'26, up from $1.10 in Q1'25, indicating a growth of 74.5%[164] - Free cash flow for Q1'26 was $267.4 million, compared to $235.7 million in Q1'25, representing a growth of 13.5%[164] Cash Flow and Operating Activities - Cash provided by operating activities increased by 13% to $270 million in Q1'26[104] - Cash provided by operating activities increased by $31 million to $269.7 million in Q1'26 compared to $238.4 million in Q1'25, driven by higher collections[145] - Cash and cash equivalents increased to $209.7 million as of December 31, 2025, up from $184.4 million[142] - The company expects to use net after-tax proceeds from the Kepware and ThingWorx divestiture to repurchase shares, aligning with its long-term goal of returning excess cash to shareholders[151] Expenses and Margins - Total operating expenses increased by 3% to $346.9 million in Q1'26 from $337.8 million in Q1'25, with significant increases in general and administrative expenses by 39%[127] - Professional services revenue decreased by 27% in Q1'26 as the company shifted to leveraging partners for service delivery[117] - Professional services gross margin decreased in Q1'26 compared to Q1'25, primarily due to a sharper decrease in professional services revenue than in professional services expense[125] - Interest expense decreased by 22% to $17.3 million in Q1'26 from $22.0 million in Q1'25, attributed to lower debt balances[131] - GAAP operating margin improved to 32.2% in Q1'26 from 20.4% in Q1'25, showing a significant enhancement in operational efficiency[166] - Non-GAAP operating margin increased to 45.1% in Q1'26, up from 33.9% in Q1'25, reflecting a strong operational performance[166] Debt and Taxation - Total debt remained stable at $1,200.0 million as of December 31, 2025, with an undrawn credit facility revolver of $1,012.5 million available[148] - The effective income tax rate increased to 18% in Q1'26 from 12% in Q1'25, primarily due to changes in the geographic mix of income before taxes[133] - Income before income taxes increased by 118% to $203.0 million in Q1'26 from $93.2 million in Q1'25, while the provision for income taxes rose by 234% to $36.5 million[133] Business Developments - The company entered into an agreement to sell its Kepware and ThingWorx businesses, potentially receiving up to $600 million upon closing[106] - Total headcount increased by 4% between Q1'25 and Q1'26, indicating growth in operational capacity[127] - There have been no significant changes in market risk exposure as per the latest disclosures[167] ARR Growth - PLM ARR grew 13% (9% constant currency) from Q1'25 to Q1'26, with significant growth in Europe and Asia Pacific[119] - CAD ARR also grew 13% (8% constant currency) from Q1'25 to Q1'26, primarily driven by Creo[120]

Core Insights - PTC Inc reported a significant increase in non-GAAP EPS of $1.92 for Q1 fiscal 2026, representing a 75% year-over-year growth, surpassing both the Zacks Consensus Estimate of $1.59 and management's guidance of $1.26-$1.82 [1][9] Financial Performance - Revenues reached $686 million, up 21% year-over-year, and exceeded the consensus estimate by 7.4% [2][9] - Recurring revenues were $657.3 million, reflecting a 25.4% increase year-over-year [5] - License revenues accounted for 39.4% of total revenues at $269.7 million, up 56% from the previous year [6] - Support and cloud services revenues, making up 57.3% of total revenues, increased by 8.9% year-over-year to $393.3 million [6] - Professional services revenues decreased by 27% year-over-year to $22.9 million [6] Product Group Performance - PLM revenues were $432 million, up 22% year-over-year, while CAD revenues reached $254 million, up 20% year-over-year [7][10] Annualized Recurring Revenue (ARR) - By the end of Q1, constant-currency ARR, excluding Kepware and ThingWorx, was $2.3 billion, a 9% increase year-over-year [8] - Including Kepware and ThingWorx, constant-currency ARR totaled $2.5 billion, up 8.4% from the previous year [8] Operating Metrics - Total operating expenses were $346.9 million, slightly up from $337.8 million in the prior-year quarter [11] - Non-GAAP operating income increased to $309.6 million from $191.3 million year-over-year, with an operating margin of 45%, up 1,130 basis points [11] Cash Flow and Share Repurchase - Cash provided by operating activities was $270 million, compared to $238 million in the prior-year quarter [13] - Free cash flow was $267 million, up from $236 million year-over-year [13] - The company repurchased $200 million of common stock during the quarter and plans to repurchase approximately $250 million in Q2 [14] Future Outlook - For Q2 fiscal 2026, PTC estimates revenues between $710-$770 million and non-GAAP EPS in the range of $1.93-$2.54 [15] - Fiscal 2026 revenue projections are now between $2,675 million and $2,940 million, indicating a year-over-year increase of 2%-7% [16] - Cash from operations is projected at around $1.03 billion, a 19% increase year-over-year, with free cash flow expected to be around $1 billion, suggesting a 17% increase [17]

Core Viewpoint - PTC Therapeutics, Inc. will host a webcast conference call on February 19, 2026, to report its fourth quarter and full year 2025 financial results and provide a business update [1]. Group 1: Company Announcement - The conference call is scheduled for 4:30 p.m. ET on February 19, 2026 [1]. - Investors can register for the call to receive dial-in details, and the webcast will be accessible on the company's website [2]. - A replay of the call will be available on the company's website for 30 days following the event [2]. Group 2: Company Overview - PTC Therapeutics is a global biopharmaceutical company focused on discovering, developing, and commercializing medicines for rare disorders [3]. - The company's innovation in identifying new therapies and its ability to globally commercialize products are key drivers of its investment in a diverse pipeline of transformative medicines [3].

Core Viewpoint - PTC is experiencing a transformative phase with positive momentum in product offerings, market strategies, and customer engagement, as indicated by several key performance indicators [1] Financial Performance - In the fiscal first quarter, PTC reported a constant-currency Annual Recurring Revenue (ARR) growth of 9% year-over-year excluding Kepware and ThingWorx, and 8.4% including these businesses [2][6] - Free cash flow increased by 13% year-over-year to $267 million, which included $10 million in divestiture-related costs [2][6] - Management raised fiscal 2026 revenue guidance to between $2.675 billion and $2.940 billion and increased non-GAAP EPS guidance to a range of $6.69 to $9.15 [19] Product and AI Strategy - PTC is integrating its product portfolio and has launched new AI initiatives, including Codebeamer AI and Windchill AI Parts Rationalization, aimed at enhancing product lifecycle management [4][8] - The company is building a common AI infrastructure to support consistent product data usage across its offerings, with an emphasis on governance and security [9] Deferred ARR and Demand Capture - PTC reported record deferred ARR, with expectations that much of this will convert to ARR in fiscal 2027-2028, indicating a timing issue rather than a lack of demand [5][11] - The deferred ARR entering Q4 of fiscal 2026 is expected to be about triple compared to the previous year, with deferred ARR for 2027 being double that of fiscal 2026 [12][13] Go-to-Market Execution - Management highlighted improvements in seller productivity and quota attainment, attributing these gains to territory rebalancing and enhanced vertical focus [10] - The company achieved a record first quarter for large deal volume and competitive displacements, with many contracts expected to convert to ARR in the upcoming fiscal periods [11][14] Capital Return Plans - PTC repurchased $200 million of common stock in Q1 and plans to repurchase approximately $250 million in Q2, with expectations of total buybacks reaching $1.1 billion to $1.3 billion after the divestiture [15][16] Guidance - For Q2, PTC expects constant-currency ARR growth of about 8% to 8.5% excluding Kepware and ThingWorx, and about 7.5% to 8% including them [17] - Free cash flow guidance for Q2 is projected to be between $310 million and $315 million, with expectations of about $1 billion in free cash flow for fiscal 2026 [18]

Core Insights - PTC Inc. reported revenue of $685.83 million for the quarter ended December 2025, marking a year-over-year increase of 21.4% and exceeding the Zacks Consensus Estimate by 7.43% [1] - The company's EPS for the same period was $1.92, up from $1.10 a year ago, representing a surprise of 20.47% over the consensus estimate of $1.59 [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) was reported at $2.49 billion, slightly below the average estimate of $2.5 billion from three analysts [4] - Recurring Revenue reached $657.28 million, surpassing the average estimate of $601.92 million from five analysts, reflecting a year-over-year increase of 25.4% [4] - Professional Services revenue was $22.92 million, below the average estimate of $27.72 million, showing a year-over-year decline of 27.1% [4] - Total Software revenue (License + Support & Cloud Services) was $662.91 million, exceeding the average estimate of $609.99 million, with a year-over-year increase of 24.2% [4] - Perpetual License revenue was reported at $5.63 million, significantly lower than the estimated $8.07 million, indicating a year-over-year decrease of 40.1% [4] Stock Performance - PTC Inc. shares have returned -14.7% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

分组1 - PTC Inc. reported quarterly earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.59 per share, and showing an increase from $1.1 per share a year ago, resulting in an earnings surprise of +20.47% [1] - The company achieved revenues of $685.83 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.43%, and up from $565.13 million year-over-year [2] - PTC Inc. has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 14.3% since the beginning of the year, while the S&P 500 has gained 1.1% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $1.96 for the coming quarter and $7.80 for the current fiscal year [4][7] - The Computer - Software industry, to which PTC Inc. belongs, is currently ranked in the top 37% of Zacks industries, suggesting a favorable environment for stock performance [8]

PTC (NasdaqGS:PTC) Q1 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsJennifer DiRico - CFOMatt Shimao - Head of Investor RelationsNeil Barua - CEORobert Dahdah - Chief Revenue OfficerConference Call ParticipantsAdam Borg - AnalystBlair Abernethy - AnalystDaniel Jester - AnalystJason Celino - AnalystJay Vleeschhouwer - AnalystJoe Vruwink - AnalystJoshua Tilton - AnalystKen Wong - AnalystMatt Hedberg - AnalystNay Soe Naing - AnalystSiti Panigrahi - AnalystTyler Radke - AnalystYun Kim - A ...