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Schneider Electric SE will acquire PTC Inc. for $205 in cash per share; if completed, PTC will become a wholly owned subsidiary and its shares will be delisted from Nasdaq.
Schneider Electric SE agreed to acquire PTC Inc. for $205 in cash per share, making PTC a wholly owned subsidiary and delisting its shares from Nasdaq if completed. PTC’s board unanimously approved the October 4, 2026 merger agreement and recommends shareholder approval.
PTC agreed to be acquired by Schneider Electric for $205 per share in an all-cash transaction valued at approximately $22.6 billion. The companies expect closing by the third quarter of calendar year 2027, subject to shareholder and regulatory approvals.
PTC Inc. agreed on October 4, 2026 to merge with Schneider Electric SE, with each share receiving $205.00 in cash. The agreement includes a $700 million termination fee and $25,000,000,000 of committed bridge financing.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. PTC reported Q3 FY26 results exceeding the high end of guidance across ARR (constant currency ARR excluding divested businesses up 9.1%), operating cash flow, and free cash flow, with net new ARR of $60M in Q3 and the upper half of Q4 guidance also above historical levels. The company raised full-year FY26 guidance for ARR (now 9% to 9.5% growth), revenue ($2,690M to $2,750M), and EPS ($8.46 to $9.18 GAAP), and repurchased ~$525M of stock in Q3, bringing FY26 repurchases above the high end of target. Offsetting positives, reported revenue declined 7% YoY to $600M and operating margin contracted 480 bps to 28%, partly reflecting the Kepware/ThingWorx divestiture.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| ARR growth excluding the divested businesses | 7% | Q3'26 compared to Q3'25 filing | — |
| ARR growth on a constant currency basis | 2% | Q3'26 compared to Q3'25 filing | — |
| Non-GAAP gross margin non-GAAP | $503.8M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP gross margin 490.5M
+5.6M Stock-based compensation
+7.8M Amortization of acquired intangible assets included in cost of revenue
= Non-GAAP gross margin 503.8M
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| Non-GAAP gross margin percentage non-GAAP | 84% | the three months ended June 30, 2026 filing | — |
| Non-GAAP net income non-GAAP | $181.4M | the three months ended June 30, 2026 filing | — |
| Non-GAAP operating income non-GAAP | $248.5M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP GAAP operating income 166.5M
+59.4M Stock-based compensation
+19.7M Amortization of acquired intangible assets
+2.9M Acquisition and transaction-related charges
+0M Impairment and other charges, net
= Non-GAAP operating income 248.5M
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| Shares repurchased | $525M | the three months ended June 30, 2026 filing | — |
| Total recurring revenue | $576M | the three months ended June 30, 2026 filing | -6.1% |
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| As reported ARR excluding divested businesses | $2.41B | Q3'26 | — |
| Constant currency ARR excluding divested businesses (FY'26 Plan FX rates) | $2.45B | Q3'26 | — |
| Free cash flow | $249M | Q3'26 | — |
GAAP → non-GAAP reconciliationGAAP Cash provided by operating activities 260.63M
-11.28M Capital expenditures
= Free cash flow 249.35M
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| Non-GAAP earnings per share non-GAAP | $1.58 | Q3'26 | — |
| Non-GAAP operating margin non-GAAP | 41% | Q3'26 | — |
| Operating cash flow | $261M | Q3'26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PTC
this stock
Ptc Inc.
|
$21.27B | +12.5% | +19.2% | 19.1 | 3.7% |
|
SAP
Sap SE
|
$271.12B | -3.3% | — | — | 0.2% |
|
QH
QUHUO Ltd
|
$268.05B | +181.9% | +59.7% | — | 0.0% |
|
SHOP
Shopify Inc.
|
$189.23B | -8.6% | +30.1% | 89.2 | 1.5% |
|
CRM
Salesforce, Inc.
|
$179.28B | -17.8% | +25.9% | 19.9 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Schneider Electric SE will acquire PTC Inc. for $205 in cash per share; if completed, PTC will become a wholly owned subsidiary and its shares will be delisted from Nasdaq.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PTC | +0.5% | +1.6% | +35.3% | +0.2% | +12.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.1% | +2.7% | +34.8% | +0.4% | +1.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
