earnings
confidence high
sentiment positive
materiality 0.75
Bentley Systems Q4 revenue $391.6M (+11.9% YoY); FY2026 guidance targets 11-13% CC growth
BENTLEY SYSTEMS INC
2025-FY EPS reported
$0.85
revenue$1,501,779,000
- Q4 total revenues $391.6M (+11.9% YoY); subscriptions $356.6M (+13%); ARR $1.46B (+11.5% constant currency).
- Q4 GAAP EPS $0.18 vs $0.16; adjusted EPS $0.27 vs $0.21; operating margin 20.0% vs 17.6%.
- Full year 2025 revenue $1,501.8M (+11%); free cash flow $520.2M; net debt leverage reduced to 2.1x.
- FY2026 outlook: revenue $1,685-$1,715M (11-13% CC growth); ARR growth 10.5-12.5%; FCF $500-$570M.
- Board declared $0.07/shr Q1 dividend, payable March 19 to holders of record March 10.