Cambium vs PTC
Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $100M Series B (Jan 2026) led by 8VC with Lockheed Martin Ventures. Acquired SHD for global aerospace prepreg manufacturing. AI designs polymers 100x faster than traditional methods.
About
Cambium is an advanced materials company that uses AI, chemical informatics, and high-performance computing to design new monomers and polymers hundreds of times faster than traditional experimental methods. The company raised $100 million in Series B financing in January 2026 led by 8VC, with Lockheed Martin Ventures participating — a defense prime's strategic investment signaling material qualification interest. Cambium acquired SHD Composite Materials to gain one of the world's largest aerospace-qualified prepreg composite manufacturing networks spanning the US, UK, and Europe.
Boston industrial CAD/PLM software (NASDAQ: PTC); FY2025 8.5% ARR growth, Kepware/ThingWorx IoT divested to TPG (Nov 2025) under new CEO Neil Barua competing with Siemens Teamcenter for discrete manufacturer PLM.
About
PTC Inc. is a Boston, Massachusetts-based industrial software company — publicly traded on NASDAQ (NASDAQ: PTC) as an S&P 500 component — providing computer-aided design (CAD), product lifecycle management (PLM), application lifecycle management (ALM), service lifecycle management (SLM), and industrial IoT software to manufacturers across aerospace, defense, automotive, medical devices, and industrial machinery. In FY2025 (fiscal year ended September 30, 2025), PTC reported 8.5% ARR growth and 16% free cash flow growth, with Q4 FY2025 revenue up 39% in constant currency and 18% year-over-year. CEO Neil Barua took over from long-tenured CEO James Heppelmann in February 2024 and introduced the "Barua Blueprint" refocusing PTC on its core CAD/PLM/ALM/SLM strengths. In November 2025, PTC announced the divestiture of its industrial IoT assets — Kepware and ThingWorx — to TPG, sharpening its portfolio around design and lifecycle management software. PTC's product portfolio includes Creo (3D parametric CAD for mechanical engineers), Windchill (PLM for product data and process management), Onshape (cloud-native CAD platform), and Arena (cloud-native PLM/QMS).
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