PTC(US:PTC) ZACKS·2025-11-05 23:31Core Insights - PTC Inc. reported a revenue of $893.8 million for the quarter ended September 2025, marking a year-over-year increase of 42.7% and significantly surpassing the Zacks Consensus Estimate of $743.69 million by 20.18% [1] - The company's EPS for the same period was $3.47, compared to $1.54 a year ago, reflecting an EPS surprise of 53.54% against the consensus estimate of $2.26 [1] Revenue Breakdown - Annual Recurring Revenue (ARR) was reported at $2.48 billion, slightly above the average estimate of $2.47 billion from three analysts [4] - Recurring Revenue reached $861.07 million, exceeding the four-analyst average estimate of $706.85 million, with a year-over-year increase of 47.8% [4] - Professional Services revenue was $24.35 million, below the estimated $29.58 million, representing a year-over-year decline of 28.7% [4] - Total Software revenue (License + Support & Cloud Services) was $896.44 million, surpassing the average estimate of $715.45 million, with a year-over-year increase of 51.3% [4] - Perpetual License revenue was reported at $8.37 million, slightly below the average estimate of $8.63 million, reflecting a year-over-year decrease of 15.9% [4] Stock Performance - PTC Inc. shares have returned -5.1% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]