Bentley Systems, Inc., along with its affiliated companies, delivers specialized software solutions for infrastructure engineering across a global footprint, encompassing the Americas, ...
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Est. EPS $0.33 · Revenue $420.74M · 9 analysts
Est. EPS $0.34 · Revenue $439.45M · 9 analysts
Est. EPS $1.40 · Revenue $1.70B · 9 analysts
Est. EPS $0.41 · Revenue $466.34M · 6 analysts
$0.28 per share
$0.28 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.5B | +11.0% | -3.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $277.9M | +18.3% | -17.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +81.5% | +0.7% | -0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +24.1% | +8.1% | -27.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +18.5% | +6.6% | -14.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $520.2M | +23.5% | -66.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +34.6% | +11.3% | -64.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 108.0% | -21.2% | +10.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.56x | +3.4% | +15.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.6B | +4.6% | +1.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.85 vs 1.18 | -28.1% | 0.25 vs 0.33 | -24.8% |
| Revenue Surprise | $1.5B vs $1.5B | +0.7% | $410.7M vs $420.7M | -2.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Shaman David R. | officer: Chief Legal Officer | Class B Common Stock | D | 6,665 | $36.75 |
| Aug 27, 2026 | BENTLEY GREGORY S | director, 10 percent owner, officer: Executive Chair & President | Class B Common Stock | D | 13,192 | — |
| Aug 12, 2026 | BENTLEY GREGORY S | director, 10 percent owner, officer: Executive Chair & President | Class B Common Stock | D | 703 | — |
| Aug 12, 2026 | BENTLEY GREGORY S | director, 10 percent owner, officer: Executive Chair & President | Class B Common Stock | D | 281 | — |
| Aug 2, 2026 | Shaman David R. | officer: Chief Legal Officer | Class B Common Stock | D | 1,040 | $35.68 |
Eric Boyer: Good morning, and thank you for joining Bentley Systems' Q2 2026 results. I'm Eric Boyer, Bentley's Investor Relations Officer. On the webcast today, we have Bentley Systems Executive Chair, Greg Bentley; Chief Executive Officer, Nicholas Cumins; and Chief Financial Officer, Werner Andre. This webcast includes forward-looking statements made as of August 6, 2026 regarding the future results of operations and financial position, business strategy and plans and objectives for future operations of Bentley Systems Inc. All such statements made in or contained during this webcast other than statements of historical fact are forward-looking statements. This webcast will be available on Bentley Systems Investor Relations website at investors.bentley.com on August 6, 2026. After our presentation, we'll conclude with Q&A. And with that, let me introduce the Executive Chair of Bentley Systems, Greg Bentley. Gregory Bentley: Welcome, and thanks, as always, to each of you for your interest and attention. Bentley Systems' positively exemplary operating results for '26 Q2 and the year as we see it, accord with our expectations to sustain foreseeably our dependable double-digit growth record. Early in 2025, I quantify that our outlook range for last year would serve to at least double over the 5 years following our 2020 IPO. The key financial metrics of ARR, revenues, profitability and SBC burdened free cash flow, and it can be confirmed that we met those thresholds. And now updating this and looking forward, a significant factor in my confidence is the boundless regeneration of demand within our infrastructure engineering end markets. with high economic returns globally and across sectors on investments in resilience, capacity and self-sufficiency. Within these priorities, relative proportions fluctuate presently most benefiting our offerings for integrated grid and for subsurface resources. But infrastructure engineering consumption has tended overall to remain predictably consistent, perhaps due to the constancy of engineering resource constraints. To finally alleviate this engineering capacity bottleneck and thus further realize infrastructure investment potential, through AI enablement, is everyone's appropriate priority as the resulting benefits from improved infrastructure engineering, throughput and quality will be broadly shared across project delivery firms and infrastructure owner operators and all of us as their constituents. Bentley Systems will especially benefit as our successive and multifaceted hybrid AI innovations continue for years to come on stream. I expect the established attended consumption of our software to continue growing as every day for every engineer will become increasingly valuable at the helm of ever more specialized AI leveraging applications. But this business model will, in due course, be supplemented and potentially multiplied by monetizing agentic API consumption of our modeling and simulation software …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Gregory S. Bentley | President & Executive Chairman of the Board | USD 2,452,727 | Male | 1956 | Active |
Nicholas H. Cumins | Chief Executive Officer & Director | USD 1,721,195 | Male | 1977 | Active |
Werner Andre | Chief Financial Officer | USD 1,164,003 | Male | 1971 | Active |
David R. Shaman | Chief Legal Officer & Secretary | USD 1,056,074 | Male | 1966 | Active |
James Lee | Chief Operating Officer | USD 820,461 | Male | 1980 | Active |
Barry Joe Bentley | Co-Founder & Director | USD 50,000 | Male | 1966 | Active |
Keith Arthur Bentley | Founder, Technology Advisor, Executive Vice President & Director | USD 50,000 | Male | 1959 | Active |
Julien Moutte | Chief Technology Officer | — | Male | 1979 | Active |
Thomas F. Trimback | Chief Accounting Officer & Global Controller | — | Male | — | Active |
Ruth Sleeter | Chief Information Officer | — | Female | — | Active |
Amundi decreased its position in Bentley Systems, Incorporated (NASDAQ: BSY) by 99.5% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,901 shares of the company's stock after selling 5,164,950 shares during the quarter. Amundi's holdings in Bentley Systems were worth
Bentley Systems remains a buy based on my assessment of its quarterly results and the latest sector-specific indicators. Drivers of BSY's Q2 2026 EPS growth acceleration include a strong performance from the Seequent and Power Line Systems businesses, robust SMB ARR expansion, and healthy net revenue retention. Key metrics like the Architecture Billings Index and non-residential construction spend are improving on a sequential basis; this supports BSY's favorable FY2026 outlook.
Bentley Systems, Incorporated (BSY) Q2 2026 Earnings Call Transcript
Bentley Systems NASDAQ: BSY reported second-quarter revenue growth of 12.8% year over year, supported by continued demand for infrastructure engineering software across resources, public works and utilities, and electric-grid markets.
Bentley Systems, Incorporated (BSY) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.32 per share a year ago.
