Bentley Systems Raises FY26 Revenue Guidance to $1.7B After 28.6% Q4 EPS Gain

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Bentley Systems’ Q4 2025 EPS rose 28.6% year-over-year, while net income climbed 17% to $58.6M on revenues of $391.6M, contributing to a full-year net income increase of 18.3% to $277.9M and 15% revenue growth to $1.5B. Management issued FY26 revenue guidance of $1.7B, implying 12% constant-currency growth.

1. Q4 2025 Results

In Q4 2025, EPS rose 28.6% year-over-year and net income increased 17% to $58.6M on revenues of $391.6M, driven by higher enterprise subscription share and increased small-to-midsized business penetration.

2. Full-Year 2025 Performance

For the full fiscal year 2025, net income climbed 18.3% to $277.9M on revenue growth of 15% to $1.5B, reflecting strength in subscription and service offerings.

3. FY26 Guidance

Management provided FY26 revenue guidance of $1.685B to $1.715B, implying 11–13% growth (12% constant currency) supported by planned enterprise software upgrades and service revenue reacceleration.

4. Business Segment Outlook

Subscription revenues are expected to grow 11–13%, services revenues 15–20%, while perpetual license sales are projected to remain flat year-over-year.

Sources

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