Bentley Systems is executing a steady acceleration in infrastructure software revenue, with growth rising from 7.4% in 2024Q1 to 12.8% in 2026Q2, driven by sustained demand in Public Works and Resources sectors.
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Revenue growth accelerated from 7.4% in 2024Q1 to 12.8% in 2026Q2, with gross margin stable at 82.0% and operating margin fluctuating between 17.6% and 31.1% due to investment cycles, while EPS growth swung from -70.4% in 2024Q4 to +13.6% in 2026Q2.
Bentley Systems reported strong first-quarter 2026 results with revenue rising to US$424.18 million and net income increasing to US$95.39 million, reflecting solid financial performance.
The company highlighted robust subscription and recurring revenues, indicating a stable and predictable income stream.
Bentley Systems is actively developing AI-powered products, such as Blyncsy technology, which is being deployed in large-scale infrastructure projects.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.36+8.7% vs $0.33 | $422M+0.2% vs $421M |
Q3 2026 Aug 6, 2026 | $0.35+10.7% vs $0.32 | $411M-0.3% vs $412M |
Q2 2026 May 7, 2026 | $0.38+7.0% vs $0.36 | $424M+1.0% vs $420M |
Q1 2026 Feb 26, 2026 | $0.27+3.9% vs $0.26 | $392M+2.6% vs $382M |
Bentley Systems (NASDAQ: BSY) reported accelerating annual recurring revenue growth in the third quarter of 2026 and raised its full-year growth outlook, citing demand for infrastructure software and large expansions in its asset analytics business. Revenue rose 12.2% from a year earlier to $422 million, while annual recurring revenue, or ARR, reached $1.583 billion at quarter-end
Bentley Systems, Incorporated (BSY) Q3 2026 Earnings Call Transcript
Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.27 per share a year ago.
The headline numbers for Bentley Systems (BSY) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Benchmark BSY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bentley Systems, Incorporated (BSY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $44.65 | $13.05B | 52.53 | 10.99% | 18.5% | 24.91% | 0.57% | |
| $261.72 | $55.26B | 50.04 | 17.53% | 21.08% | 52.5% | — | |
| $319.92 | $88.24B | 78.80 | 14.12% | 22.51% | 21.43% | — | |
| $195.07 | $22.53B | 32.08 | 19.18% | 41.43% | 32.64% | — | |
| $54.11 | $12.61B | 30.92 | -2.61% | -2.77% | -1.87% | — | |
| $558.63 | $257.33B | 29.67 | 4.29% | 15.21% | 58.53% | 1.05% |
Bentley Systems, Incorporated (BSY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Bentley Systems, Incorporated (BSY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 26, 2026·SEC
May 7, 2026·SEC
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Bentley Systems, Incorporated (BSY) stock FAQ — growth, dividends, profitability & financials explained
Bentley Systems, Incorporated (BSY) reported $1.60B in revenue over the trailing twelve months. Revenue was $1.50B in fiscal year 2025. That is 117% more than the $691.7M of fiscal year 2018.
Bentley Systems, Incorporated (BSY) grew revenue by 11.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Bentley Systems, Incorporated (BSY) earned $290.0M in net income over the trailing twelve months (a 18.1% net margin).
Yes. Bentley Systems, Incorporated (BSY) pays a dividend that yields 0.57% at the current price, a small yield.
Bentley Systems, Incorporated (BSY) had a return on equity (ROE) of 24.9% in fiscal year 2025. That is well above the market's typical 10-15%.
Bentley Systems, Incorporated (BSY) generated $498.5M in free cash flow over the trailing twelve months.
