PTC Inc. (PTC) Earnings Call Transcripts
PTC Inc.'s Latest Earnings Call - October 5, 2026
In the Q3 2026 earnings call, Schneider Electric announced a definitive agreement to acquire PTC for $205 per share, valuing the transaction at approximately EUR 21 billion. This strategic acquisition aims to enhance Schneider's capabilities in industrial software, particularly in CAD and PLM, and is expected to generate EUR 800 million in revenue synergies and EUR 250 million in cost synergies over the next three years. Management emphasized that this deal positions Schneider Electric as a leader in integrating physical and digital systems, with a focus on AI and digital transformation, which could significantly impact future growth and profitability.
Reported metrics
| Metric | Value |
|---|---|
| Acquisition Price | $205 (null) |
| Revenue Synergies | EUR 800 million (positive) |
| Cost Synergies | EUR 250 million (positive) |
| Organic ARR Growth | 10% (positive) |
| Gross Margin | 85% (positive) |
| Adjusted EBITA Margin | 40% (positive) |
Guidance from management
Management expects the acquisition to be immediately accretive to adjusted EPS and anticipates significant value creation through synergies, with a focus on enhancing the digital and AI capabilities of Schneider Electric.
What management said
Thank you, Olivier. Thank you, Nathan. Look, we have covered a number of key aspects of the transaction and hopefully address many of the questions that you may have. Given the time, let's move straight to the Q&A. We have around 30 minutes remaining, and we would like to use that time to address as many of your questions as possible. So as usual, [Operator Instructions]. And with that, operator, please open the line...
Yes. I guess the other part of your question, Will, was more on the closing. And I think to start with, at this moment, we're going to be focused mostly on completing the agreed transaction with all the customary deal protections, right? So you'll see that in the merger agreement. And from that point of view, we have both the unanimous Board approval from both boards, right? So we go through the process with this off...
What analysts pressed on
Analysts expressed concerns regarding the integration of PTC and Cognite, particularly around retaining key talent and aligning sales strategies. There were also questions about potential regulatory hurdles and the impact of changing software pricing models on revenue.
Main topics on the call
- Strategic Acquisition of PTC — Schneider Electric is acquiring PTC for $205 per share, which represents a significant strategic move to enhance its software capabilities. Olivier Blum stated, "We believe we create a unique platform, which is open and ...
- Revenue and Cost Synergies — The acquisition is expected to generate EUR 800 million in revenue synergies and EUR 250 million in cost synergies within three years. Nathan Fast highlighted that these synergies will come from cross-selling and leverag...
- Financial Metrics and Accretion — PTC is anticipated to be immediately accretive to Schneider Electric's financial metrics, contributing approximately 10% organic ARR and revenue CAGR in the medium term. Fast noted, "PTC cash conversion is above 100%" an...
- Market Expansion and Customer Reach — The acquisition significantly broadens Schneider Electric's market exposure, particularly in automotive and aerospace segments. Blum mentioned, "We are increasing our scope, our access to market," indicating a strategic ...
Read the full PTC Inc. transcript (October 5, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About PTC Inc.
PTC Inc. (PTC) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 118 calls on record spanning January 22, 2020 to October 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 118 PTC Inc. earnings call transcripts on record, spanning January 22, 2020 to October 5, 2026. Based on this history, PTC Inc. reports quarterly. The most recent call on file is dated October 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- PTC
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 118
- First call
- January 22, 2020
- Most recent
- October 5, 2026
- Reporting cadence
- quarterly