Bentley Systems第三季度营收增12.2%至4.22亿美元：年化经常性收入达15.8亿美元，上调增速指引
位于宾夕法尼亚州切斯特县 Exton 的基础设施工程软件公司 Bentley Systems（纳斯达克：BSY）11月5日公布截至9月30日的2026年第三季度业绩：总营收4.215亿美元，同比增长12.2%；订阅营收3.868亿美元，增长12.4%。
截至9月30日，公司年化经常性收入（ARR）为15.828亿美元，固定汇率增速13%；过去十二个月经常性收入美元净留存率为110%。当季营业利润率29.1%，上年同期为22.5%；摊薄每股净收益0.29美元，上年同期0.18美元；调整后每股收益0.36美元。经营现金流1.094亿美元，自由现金流1.014亿美元。
公司当季还完成两笔资本安排：10月13日将提供 IBM Maximo 实施咨询的 Cohesive 业务剥离注入 Naviam；10月29日完成对地震解释软件公司 Eliis 的收购，以扩充 Seequent 地下建模产品线。
首席财务官 Werner Andre 表示，基于第三季度强劲业绩与 Eliis 收购，公司把固定汇率 ARR 同比增速指引区间上调至12.5%至13.5%（不计 Cohesive 剥离影响）。
执行董事长 Greg Bentley 表示，ARR 增速升至13%、超过全年展望区间，反映了公司专注终端市场的稳健与客户对基础设施超级智能前景的信心。首席执行官 Nicholas Cumins 表示，当季增长加速主要由资源行业强劲与公共工程及公用事业的持续势头带动。（来源：Bentley Systems）
Bentley Systems Q3 Revenue Rises 12.2% to $421.5 Million: ARR Reaches $1.58 Billion, Growth Outlook Raised
Bentley Systems, Incorporated (Nasdaq: BSY), the infrastructure engineering software company based in Exton, Chester County, Pennsylvania, reported results on November 5 for the quarter ended September 30, 2026. Total revenues were $421.5 million, up 12.2% year over year, and subscriptions revenues were $386.8 million, up 12.4%.
Annualized recurring revenues were $1,582.8 million as of September 30, with a constant-currency ARR growth rate of 13%, and the last-twelve-months recurring revenue dollar-based net retention rate was 110%. Operating income margin was 29.1%, compared with 22.5% a year earlier. Net income per diluted share was $0.29, compared with $0.18, and adjusted EPS was $0.36. Cash flows from operating activities were $109.4 million and free cash flow was $101.4 million.
The company also completed two capital transactions: on October 13 it divested its Cohesive business into Naviam, and on October 29 it acquired seismic interpretation software company Eliis to expand its Seequent subsurface modeling portfolio.
CFO Werner Andre said the company raised its constant-currency ARR growth range, excluding the Cohesive divestiture, to 12.5% to 13.5%.
Executive Chair Greg Bentley said ARR growth of 13% exceeded the annual outlook range, reflecting robust end markets and confidence in infrastructure AI. CEO Nicholas Cumins said growth accelerated on strength in Resources and momentum in Public Works and Utilities. (Source: Bentley Systems)
来源：Bentley Systems
发布：GSM·美国（发布链接）
图片来源：图：宾夕法尼亚州 Exton，Bentley Systems 总部所在地。Cfykdyfxk 摄，CC BY-SA 3.0，经 Wikimedia Commons。 / Photo: Exton, Pennsylvania, home of Bentley Systems' headquarters. By Cfykdyfxk, CC BY-SA 3.0, via Wikimedia Commons.
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