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Bentley Systems (BSY) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Bentley Systems, Incorporated (BSY - Free Report) reported revenue of $421.51 million, up 12.2% over the same period last year. EPS came in at $0.36, compared to $0.27 in the year-ago quarter.

The reported revenue represents a surprise of +0.41% over the Zacks Consensus Estimate of $419.8 million. With the consensus EPS estimate being $0.34, the EPS surprise was +5.88%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Bentley Systems performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Revenue - YoY growth: 12.2% versus 11.8% estimated by four analysts on average.
  • Annualized Recurring Revenues (ARR): $1.58 billion versus the two-analyst average estimate of $1.56 billion.
  • Revenue - Subscriptions - YoY growth: 12.4% compared to the 12.6% average estimate based on two analysts.
  • Revenues- Subscriptions and licenses: $399.45 million versus the three-analyst average estimate of $397.06 million. The reported number represents a year-over-year change of +12.5%.
  • Revenues- Services: $22.06 million versus $22.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenues- Subscriptions: $386.82 million versus $387.79 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.4% change.
  • Revenues- Perpetual licenses: $12.63 million versus $10.56 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.

View all Key Company Metrics for Bentley Systems here>>>

Shares of Bentley Systems have returned +24.2% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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