PTC Inc 3QF26 Review — Modest ARR Beat and Deferred ARR Strength Set Outlook for FY27E Growth for Acceleration PTC reported a strong 3QF26, with constant-currency ARR and FCF both coming in modestly ahead of consensus, while reported revenue missed due to a single large contract duration item. CC ARR ex-divested businesses grew 9.1% yoy, above the high end of the 8%–9% guidance range, which prompted management to raise the low end of FY26E constant-currency ARR growth to 9%–9.5% (prior: 7.5%–9.5%). On the c ...