Catalyst Calendar

PTC Inc [PTC]

PTC Inc [PTC] — Catalyst Calendar

As of 2026-07-30. No date below is inferred or invented.

Dated and confirmed

Date	Event	Source
2026-03-13	Divestiture of Kepware and ThingWorx completed. $463m GAAP gain; ~$100m of divestiture-related cash taxes and ~$50m of costs land in FY2026. This is the event that created the "ARR excluding divested businesses" metric.	8-K 2026-03-16; FY2026 guidance footnotes
2026-05-07	Q2 FY2026 10-Q filed (period 2026-03-31)	EDGAR 0001193125-26-209869
2026-07-29	Q3 FY2026 results, 8-K + Ex-99.1. Revenue $600m (−7%); GAAP operating margin 28%; cc ARR ex-divested +9.1%; FY2026 ARR guidance raised to +9% to +9.5%; revenue guidance narrowed and lowered to $2,690–2,750m.	EDGAR 0001193125-26-323617

Scheduled but not yet dated by the company

Event	Expected window	Basis
Q3 FY2026 10-Q	early–mid August 2026	Q3 FY2025 10-Q was filed 2025-07-31, five days after the Q3 8-K. Not announced. This filing resolves two INDETERMINATEs in this memo: the year-over-year DSO comparison and the post-buyback share count.
Q4 / FY2026 results	early November 2026	FY2025 results were released 2025-11-05; FY2024 likewise early November. Not announced. This is the thesis-resolving event: FY2027 revenue and ARR guidance, and the first clean read on whether the ASC 606 cohort repeats.
FY2026 10-K	late November 2026	FY2025 10-K filed 2025-11-21. Not announced.

Undated but thesis-relevant

Tuck-in acquisitions. The FY2026 capital-allocation commentary names "tuck-in acquisitions" as a stated priority alongside buybacks. Recent precedents: pure-systems (~50 employees, $93.5m net of cash, revolver-funded) and ServiceMax ($137.6m of revenue in the year to 30 Sep 2023). No pending deal is disclosed.
Buyback pace. Q3 FY2026 repurchases ran at "more than two times" the prior target. The authorisation size and remaining capacity are in the 10-K/10-Q, not in the earnings release.

Explicitly NOT on this calendar

Kepware and ThingWorx product events, roadmap items and customer milestones are removed — those businesses were sold on 13 March 2026.

Generated from each name's analysis.json. Figures are research output, not investment advice. Gaps are shown as “—” rather than filled: a missing input is recorded as indeterminate, never estimated.