WSJ
05 Oct 2026, 06:49 UTC · 59m ago
Schneider Electric to Buy Software Maker PTC for $22.6 Billion
Impact · against what's priced in
Schneider Electric's $22.6 billion acquisition of PTC marks a significant strategic pivot toward high-margin industrial software. This move is expected to expand EBITDA margins starting in FY2027 by increasing recurring revenue streams.
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- In context
The acquisition of PTC for $22.6 billion creates a massive industrial-software portfolio, shifting the company toward high-margin recurring revenue and expanding margins from FY2027.
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