"In fiscal '26, for constant currency ARR, excluding Kepware and ThingWorx, we continue to expect growth of approximately 7.5% to 9.5%." (Executive VP & CFO DiRico) "In Q3 '26... we expect growth of ...

Net cash used in investing activities includes purchases of property and equipment and capitalized software and other intangible assets, which are also included in our computation of free cash flow.

Analysts’ estimates were provided, but the format did not match the required fiscal-quarter validation rules, so no estimates comparison is included. Agarwal raised full-year targets: "For fiscal 2026 ...

CEO Walden Rhines said the company’s Q1 execution and Q2 setup were centered on profitability and cash discipline: "In Q1, we saw bookings, revenue, and gross margin all above the midpoint of the ...