PTC (NASDAQ:PTC) reported Q4 CY2025 results, beating revenue expectations with sales up 21.4% to $685.8 million. Next quarter’s revenue guidance is $740 million, 7.9% above analysts’ expectations. Non-GAAP profit of $1.92 per share beat estimates by 22.8%. Annual Recurring Revenue is $2.49 billion, with a 13.1% YoY growth. The company slightly lifted its full-year revenue guidance to $2.81 billion at the midpoint. PTC’s customer acquisition efficiency is high, with a CAC payback period of 16.9 months. The stock traded down 1.2% to $149.86 post-results.

PTC, a product design software company, delivered solid financial results in Q1’26, with strong demand capture and strategic growth. The company provides software for manufacturers to design, develop, and service products. PTC’s revenue growth over the last five years was 13.3% CAGR, falling short of software sector standards. Annualized revenue growth over the last two years is 14.5%, above the five-year trend. Next quarter, PTC expects a 16.3% YoY increase in sales. Although revenue projections for the next 12 months are flat, the company is tracking well in financial health metrics.

Read more at Barchart: PTC (NASDAQ:PTC) Beats Q4 CY2025 Sales Expectations