PTC Inc.
PTC
Jodie read · what matters now
Revenue hit $2.7B (+19.2%) and operating margin reached 35.9%, but the SEC filings repeatedly flag interest‑rate, FX and divestiture effects that complicate the story.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to PTC, and whether its market group begins moving.
Earlier comparable assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 21.7% versus the comparable filing period.
- Operating margin improved 3.1 percentage points.
- Net income increased 263.2% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Professional services gross margin decreased in Q2'26 and the first six months of FY'26 compared to the corresponding FY'25 periods, primarily due to a sharper decrease in professional services revenue than in professional services expense.”
“Cost of license revenue was higher in the first six months of FY'26 compared to the first six months of FY'25, primarily due to higher royalty expenses.”
“to the corresponding FY'25 periods, primarily due to a sharper decrease in professional services revenue than in professional services expense.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind PTC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
PTC is currently a Participant in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.