PTC (PTC) Reports Q4: Everything You Need To Know Ahead Of Earnings

Product design software company PTC (NASDAQ:PTC) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.

PTC beat analysts’ revenue expectations by 18.7% last quarter, reporting revenues of $893.8 million, up 42.7% year on year. It was a strong quarter for the company, with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.

Is PTC a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting PTC’s revenue to grow 12.1% year on year to $633.7 million, improving from the 2.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.56 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. PTC has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 5% on average.

Looking at PTC’s peers in the vertical software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Dolby Laboratories’s revenues decreased 2.9% year on year, beating analysts’ expectations by 4.4%, and Agilysys reported revenues up 15.6%, topping estimates by 1.4%. Dolby Laboratories traded up 1.8% following the results while Agilysys was down 20%.

Read our full analysis of Dolby Laboratories’s results here and Agilysys’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the vertical software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 12.2% on average over the last month. PTC is down 9.3% during the same time and is heading into earnings with an average analyst price target of $205.61 (compared to the current share price of $156.93).

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