Every material Form 8-K PTC filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PTC reported fourth-quarter fiscal 2026 revenue of $673 million, down 25% from $894 million a year earlier, and GAAP EPS of $1.44, down 50%. Full-year revenue was roughly flat at $2.73 billion, while GAAP EPS rose to $8.93 from $6.08, helped by $463.9 million of gains on divested businesses. Because of the pending acquisition by Schneider Electric, PTC has stopped providing guidance and suspended its quarterly earnings calls.
Q4 fiscal 2026 revenue was $673 million versus $894 million; non-GAAP EPS was $2.03 versus $3.41.
Full-year fiscal 2026 revenue was $2.73 billion versus $2.74 billion; GAAP EPS was $8.93 versus $6.08, and non-GAAP EPS was $8.24 versus $7.94.
Full-year GAAP results include $463.9 million of gains on the sale of the Kepware and ThingWorx businesses.
PTC entered a definitive agreement to be acquired by Schneider Electric, as announced October 5, 2026; no quarterly or annual guidance is being provided.
PTC signed a merger agreement under which Schneider Electric will acquire the company for $205 per share in cash, valuing PTC's equity at approximately $22.6 billion. The price is a 42.3% premium to PTC's last closing price, and PTC shareholders must approve the deal; closing is anticipated by Q3 2027. Shareholders would receive cash and the stock would be delisted from Nasdaq if the merger closes.
Merger consideration: $205 per share in cash; implied enterprise value of $23.7 billion
Premium of 42.3% to last closing price and 46.1% to the previous 30-trading-day VWAP
Company must pay Schneider Electric a $700 million termination fee in specified circumstances
Closing anticipated by Q3 2027, subject to majority shareholder approval and regulatory clearances including HSR and CFIUS
PTC reported third-quarter fiscal 2026 results on July 29, 2026. Revenue fell 7% year over year to $600 million and GAAP earnings per share fell 12% to $1.03, while constant currency ARR excluding divested businesses rose 9.1%. The company raised fiscal 2026 guidance for ARR, revenue and EPS and repurchased about $525 million of its stock in the quarter.
Q3 revenue was $600 million versus $644 million a year earlier; GAAP EPS was $1.03 versus $1.17; non-GAAP EPS was $1.58 versus $1.64.
FY26 revenue guidance is $2.69 billion to $2.75 billion, compared with the previous $2.58 billion to $2.82 billion range.
PTC repurchased 4.3 million shares in the open market in Q3 for $525 million and expects about $1.625 billion of total FY26 repurchases.
The Kepware and ThingWorx divestiture closed March 13, 2026; the company recognized a $462.6 million gain on the sale in Q2 2026.
PTC reported second-quarter fiscal 2026 results, with revenue of $774 million, up 22% from a year earlier, and GAAP diluted EPS of $4.98 versus $1.35, which includes a $463 million gain on the sale of Kepware and ThingWorx. The company raised its full-year fiscal 2026 revenue and EPS guidance and its board authorized a new buyback of up to $2.0 billion covering October 1, 2026 through September 30, 2028.
Q2 non-GAAP EPS was $2.69, up 50% from $1.79; non-GAAP operating margin was 53%, versus 47%.
FY26 revenue guidance was raised to $2,580 million to $2,820 million, from $2,540 million to $2,805 million.
FY26 GAAP EPS guidance was raised to $7.21 to $9.70, from $6.94 to $9.66.
The board authorized up to $2.0 billion of repurchases and set the existing authorization to expire September 30, 2026.
PTC reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with revenue of $686 million, up from $565 million a year earlier, and GAAP diluted earnings per share of $1.39, up from $0.68. The company raised its full-year fiscal 2026 revenue and EPS guidance and said it repurchased $200 million of stock in the quarter, which supports per-share results for shareholders.
Q1 revenue was $686 million, up 21% year over year; GAAP operating margin was 32%, versus 20% a year earlier.
Non-GAAP diluted EPS was $1.92, up from $1.10; GAAP EPS included a $0.06 non-cash tax benefit.
FY26 revenue guidance was raised to $2,675 million to $2,940 million from $2,650 million to $2,915 million.
FY26 GAAP EPS guidance was raised to $4.42 to $6.93 from $4.37 to $6.87; non-GAAP EPS guidance rose to $6.69 to $9.15 from $6.49 to $8.95.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every PTC filing is on SEC EDGAR ↗. 8-K briefs of other companies →