Bentley Systems (BSY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended June 2025, Bentley Systems, Incorporated (BSY) reported revenue of $364.11 million, up 10.2% over the same period last year. EPS came in at $0.32, compared to $0.31 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $363.09 million, representing a surprise of +0.28%. The company delivered an EPS surprise of +10.34%, with the consensus EPS estimate being $0.29.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: 10.2% versus the five-analyst average estimate of 9.9%.
• Annualized Recurring Revenues (ARR): $1.38 billion versus $1.35 billion estimated by three analysts on average.
• Revenue - Subscriptions - YoY growth: 12.1% versus 12.3% estimated by three analysts on average.
• Revenues- Subscriptions and licenses: $343.65 million versus $344.96 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.
• Revenues- Services: $20.46 million versus the four-analyst average estimate of $19.3 million. The reported number represents a year-over-year change of -7.1%.
• Revenues- Subscriptions: $333.45 million versus the three-analyst average estimate of $334.07 million. The reported number represents a year-over-year change of +12.1%.
• Revenues- Perpetual licenses: $10.19 million compared to the $11.64 million average estimate based on three analysts. The reported number represents a change of -6.2% year over year.

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

Shares of Bentley Systems have returned +2.1% over the past month versus the Zacks S&P 500 composite's +0.5% 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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This article originally published on Zacks Investment Research (zacks.com).

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