PTC at a glance
PTC Inc. (PTC, SEC CIK 857005) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), PTC Inc. (PTC) reported revenue of $2.7 billion (up 19.2% from FY2024) and net income of $734.0 million. Diluted EPS was $6.08.
- The most recent insider open-market sale reported on Form 4 was by Lathan Corinna on October 5, 2026 of 1,750 shares at $195.75 per share.
- In the last 90 days, PTC insiders reported 0 open-market purchases ($0) and 1 open-market sale ($343K) on Form 4, a net sale of $343K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- +19.2% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$343K
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: global software company enabling Intelligent Product Lifecycle and AI-driven digital transformation across manufacturing and product development
- New emphasis on AI-driven transformation integrating cross-functional product data for improved collaboration and decision-making
- Strategic shift to subscription model with 95% recurring revenue in 2025, enhancing customer retention and predictable cash flow
- Workforce growth to over 7,000 employees supporting more than 30,000 global customers across multiple industry verticals
- Expansion of SaaS offerings with Onshape and Arena platforms supporting cloud-native, real-time collaboration and virtual product team workflows
Risk Factors
- Regulatory risk: Compliance with Federal Risk and Authorization Management Program (FedRAMP) certifications for certain products and services
- Geopolitical risk: Dependency on third-party vendors requiring stringent cybersecurity risk management prior to access to PTC’s IT systems or data
- Operational risk: Potential cybersecurity incident impacts mitigated by the Enterprise Cybersecurity Incident Response Policy tested through periodic tabletop exercises
- Competitive risk: Risk from evolving cybersecurity threat landscape requiring alignment with NIST cybersecurity framework and OWASP Software Assurance Maturity Model
- Financial risk: Key-person dependency on Chief Digital and Information Officer (since 2022) and Chief Information Security Officer (since 2022) for cybersecurity risk management
Management Discussion & Analysis
- Revenue $2.74B, up 19% YoY (18% constant currency), driven by 44% license growth to $1.16B and 8% support/cloud to $1.47B
- Operating margin 36% vs 26%, non-GAAP operating margin 48% vs 39%, gross margin 84% vs 81% YoY
- Best segment: License revenue +44% to $1.16B; worst segment: Professional services down 19% to $107M
- Operating cash flow $868M (+16%), free cash flow $857M (+16%), $300M share repurchases, $553M net debt repayments, capex $11M
- Sold Kepware/ThingWorx for up to $725M expected H1 2026; proceeds to fund share repurchases per long-term capital allocation strategy
AI summary of the PTC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material risk-factor changes disclosed; Q3’26 incorporates risks from the 2025 Form 10-K
- Capital-allocation risk: $350,067,099 remained authorized for repurchases after 5,072,559 shares bought
- Insider-trading compliance risk: CEO adopted a Rule 10b5-1 sales plan covering 10,265 shares through March 12, 2027
- Debt refinancing risk: $500 million of 4.000% senior unsecured notes mature in 2028
AI summary of the PTC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results announced for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing the detailed financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q3 revenue $600M, down 7%; recurring revenue $576M, while license revenue fell to $206M from $251M
- Constant-currency ARR excluding divestitures rose 9.1% to $2.448B, above 8%-9% guidance
Item 7.01: Regulation FD Disclosure
- New $2.0B repurchase authorization covering October 1, 2026–September 30, 2028
- Existing November 6, 2024 authorization extended through September 30, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered the quarter ended March 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and management commentary
AI summaries of PTC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PTC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lathan Corinna | Sell | Oct 5, 2026 | 1,750 | $195.75 |
| BERNSHTEYN ROBERT | M | Sep 15, 2026 | 1,117 | - |
| BERNSHTEYN ROBERT | M | Sep 15, 2026 | 1,117 | - |
| Barua Neil | F | Aug 15, 2026 | 5,547 | $149.75 |
| STEVENSON JON | F | Aug 15, 2026 | 1,204 | $149.75 |
| Barua Neil | M | Aug 15, 2026 | 11,471 | - |
| Barua Neil | M | Aug 15, 2026 | 11,471 | - |
| STEVENSON JON | M | Aug 15, 2026 | 4,099 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.3B | $2.7B |
| Gross Profit | - | $1.9B | $2.3B |
| Operating Income | - | $588.1M | $982.4M |
| Net Income | - | $376.3M | $734.0M |
| Gross Margin | - | 80.6% | 83.8% |
| Op. Margin | - | 25.6% | 35.9% |
| Net Margin | - | 16.4% | 26.8% |
| Balance Sheet | |||
| Total Assets | $6.3B | $6.4B | $6.6B |
| Equity | $2.7B | $3.2B | $3.8B |
| ROE | - | 11.7% | 19.2% |
| Per Share | |||
| EPS | - | $3.12 | $6.08 |
| Cash Flow | |||
| Operating CF | - | $750.0M | $867.7M |
| CapEx | - | $14.4M | $11.0M |
Source: XBRL data in PTC Inc. (PTC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
PTC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Mar 18, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - |
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PTC SEC filings: frequently asked questions
Are PTC insiders buying or selling?
In the last 90 days, PTC Inc. (PTC) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $342,563 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was PTC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), PTC Inc. (PTC) reported revenue of $2.7 billion (up 19.2% from FY2024) and net income of $734.0 million. Diluted EPS was $6.08. The figures come from the XBRL data in the 10-K.
What are the main risks in PTC's latest 10-K?
In the 10-K filed November 21, 2025, PTC Inc. (PTC) flagged: Regulatory risk: Compliance with Federal Risk and Authorization Management Program (FedRAMP) certifications for certain products and services. Geopolitical risk: Dependency on third-party vendors requiring stringent cybersecurity risk management prior to access to PTC’s IT systems or data. (AI summary of the Risk Factors section.)
What did PTC report in its latest 8-K?
PTC Inc. (PTC) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q3 2026 results announced for quarter ended June 30, 2026.
What are the latest PTC SEC filings?
PTC Inc. (PTC) filed its latest 10-K annual report on November 21, 2025, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 6, 2026.
What is PTC's SEC CIK number?
PTC Inc. (PTC)'s SEC Central Index Key (CIK) is 857005. EDGAR lists every PTC filing under that number.
Ask anything about PTC
The research agent reads PTC's filings, financials, insider trades and 13F holders, then answers with sources.