由于专注于PLM和物联网,PTC的2025年第四季度收益超过预期,收入增长强,并升级了2026年的预测. PTC's Q4 2025 earnings beat expectations, with strong revenue growth and upgraded 2026 guidance, driven by focus on PLM and IoT.

PTC报告,2025年Q4成果强劲,经调整的EPS为3.47美元,大大高于预期,收入为8.938亿美元,比同年增长42.7%。 PTC reported strong Q4 2025 results with adjusted EPS of $3.47, well above expectations, and revenue of $893.8 million, up 42.7% year-over-year. 该公司将其2026年全年EPS指南提高到6.49美元至8.95美元,预计Q1 2026 EPS为1.26美元至1.82美元,略低于估计值,收入为600万美元至6.60亿美元。 The company raised its full-year 2026 EPS guidance to $6.49–$8.95 and projected Q1 2026 EPS of $1.26–$1.82, slightly below estimates, with revenue of $600M–$660M. 年度经常性收入达到24.8亿美元,每年增加9.9%,而业务差幅则增至48.5%。 Annual recurring revenue reached $2.48 billion, up 9.9% annually, while operating margin expanded to 48.5%. 该公司援引战略性剥离股权的做法,将重点放在核心的PLM和IoT解决方案上。 The company cited strategic divestitures to focus on core PLM and IoT solutions.