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Bentley Systems, Class B (BSY)
:BSY
US Market
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Bentley Systems (BSY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.26
Last Year’s EPS
0.21
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a robust performance with strong ARR growth and subscription revenue increase, underpinned by significant AI and digital twin technology initiatives. Despite challenges in professional services and the China market, the company's strategic focus on AI and infrastructure projects positions it well for future growth.
Company Guidance
In the recent call, Bentley Systems provided comprehensive guidance for Q3 2025, noting a 10.5% year-over-year increase in Annual Recurring Revenue (ARR) on a constant currency basis, with particular strength seen in the Asia Pacific region. The company highlighted a solid subscription revenue growth of 14%, now comprising 92% of total revenues, reflecting improved revenue visibility and margin contribution. Their net revenue retention rate stood at 109%, driven by robust Enterprise 365 (E365) performance. Bentley anticipates stronger ARR growth in Q4, influenced by significant renewals, potential M&A activities, and asset analytics deals. The company is also investing in AI capabilities, projecting annual AI spending among AEC firms to quadruple over the next three years, which could further accelerate technology spending as a percentage of revenue. Bentley's solid financial foundation is underscored by a strong balance sheet, with free cash flow projected to meet the annual target of $430 million to $470 million.
Strong ARR Growth
Annual Recurring Revenue (ARR) increased by 10.5% year-over-year, with a net revenue retention rate of 109%. Excluding the impact of China, ARR growth was 11%.
Subscription Revenue Increase
Subscription revenues grew 14% year-over-year for the quarter on a reported basis and represent 92% of total revenues, up 2 percentage points from the previous year.
AI and Digital Twin Initiatives
Significant investments and developments in AI and digital twin technology were highlighted, with a particular focus on asset analytics and infrastructure AI co-innovation initiatives.
Year in Infrastructure Conference Success
The conference showcased significant progress with AI capabilities and the launch of Bentley Infrastructure Cloud Connect, enhancing project and asset information collaboration.

Bentley Systems (BSY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BSY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
0.26 / -
0.21
Nov 05, 2025
2025 (Q3)
0.28 / 0.27
0.13107.69% (+0.14)
Aug 06, 2025
2025 (Q2)
0.28 / 0.32
0.313.23% (+0.01)
May 07, 2025
2025 (Q1)
0.30 / 0.35
0.3112.90% (+0.04)
Feb 26, 2025
2024 (Q4)
0.22 / 0.21
0.25.00% (<+0.01)
Nov 07, 2024
2024 (Q3)
0.24 / 0.13
0.22-40.91% (-0.09)
Aug 06, 2024
2024 (Q2)
0.23 / 0.31
0.2429.17% (+0.07)
May 07, 2024
2024 (Q1)
0.26 / 0.31
0.2524.00% (+0.06)
Feb 27, 2024
2023 (Q4)
0.18 / 0.20
0.195.26% (+0.01)
Nov 07, 2023
2023 (Q3)
0.19 / 0.22
0.1915.79% (+0.03)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BSY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$48.95$48.48-0.96%
Aug 06, 2025
$56.98$55.15-3.21%
May 07, 2025
$43.65$46.11+5.64%
Feb 26, 2025
$45.48$44.42-2.33%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Bentley Systems, Class B (BSY) report earnings?
Bentley Systems, Class B (BSY) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
    What is Bentley Systems, Class B (BSY) earnings time?
    Bentley Systems, Class B (BSY) earnings time is at Mar 03, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BSY EPS forecast?
          BSY EPS forecast for the fiscal quarter 2025 (Q4) is 0.26.
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