Bentley Systems, Incorporated (BSY)

Bentley Systems’ second fiscal quarter of 2026, reported August 6, featured adjusted EPS of $0.35 that topped the $0.32 estimate (+11%) while revenue of $410.7 million came in line with the $412.1 million consensus (-0.3%). Revenue rose ~13% to about $410.7 million (up from $364.1 million a year ago), alongside net income that increased ~12% to roughly $78.6 million (from $70.5 million) and adjusted EPS that grew ~9% from $0.32 a year ago. Profitability stayed elevated, with gross margin at about 82% and operating margin near 22%, as gross profit reached roughly $336.7 million and operating income was about $88.6 million. The company generated about $71.5 million of operating cash flow, repurchased roughly $70.8 million of stock, and paid about $21.2 million in dividends during the quarter. Next-period consensus calls for EPS of $0.34 on revenue of $420.7 million.