Every material Form 8-K Bentley Systems filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bentley Systems announced its third-quarter 2026 financial results, reporting total revenues of $421.5 million, up 12.2% year-over-year. The company also raised its constant currency ARR growth range to 12.5% to 13.5% and completed the acquisition of Eliis along with the divestiture of Cohesive.
Total revenues for Q3 2026 reached $421.5 million, representing a 12.2% increase year-over-year.
Diluted net income per share was $0.29 for Q3 2026, compared to $0.18 in the prior-year period.
Annualized Recurring Revenues reached $1,582.8 million as of September 30, 2026.
Constant currency ARR growth range was raised to 12.5% to 13.5%.
Bentley Systems reported second-quarter 2026 revenue of $410.7 million, up 12.8% from a year earlier, and GAAP diluted earnings of $0.25 per share, up from $0.22. Operating income margin fell to 21.6% from 23.2%, but free cash flow rose to $63.8 million from $57.0 million, and annualized recurring revenues reached $1,536.0 million.
Total revenues were $410.7 million, up 12.8% (12.2% in constant currency) from $364.1 million.
Net income per diluted share was $0.25 versus $0.22; adjusted EPS was $0.35 versus $0.32.
Operating income margin was 21.6% versus 23.2%; free cash flow was $63.8 million versus $57.0 million.
ARR was $1,536.0 million as of June 30, 2026, up from $1,379.2 million a year earlier, with constant currency ARR growth of 12%.
Bentley Systems reported first-quarter 2026 revenue of $424.2 million, up 14.5% from a year earlier, and diluted EPS of $0.30 versus $0.28. Adjusted EPS rose to $0.38 from $0.35, but operating margin fell to 29.8% from 31.1% and free cash flow declined to $187.9 million from $216.4 million. The filing does not mention a change to full-year guidance.
Total revenues were $424.2 million, up 14.5% (11.9% in constant currency) year over year.
Net income per diluted share was $0.30, compared with $0.28; Adjusted EPS was $0.38, compared with $0.35.
Operating income margin was 29.8%, compared with 31.1%, and free cash flow was $187.9 million, compared with $216.4 million.
On April 23, 2026, the credit facility was amended to add a $550 million term loan maturing October 18, 2029, raising total borrowing capacity to $1.85 billion.
Bentley Systems entered a First Amendment to its existing credit agreement with PNC Bank, National Association, as administrative agent, providing for a new $550 million senior secured term loan. The loan matures October 18, 2029, can be repaid early without prepayment premiums, and carries quarterly amortization of 1.25% of principal starting June 30, 2027, which adds new debt obligations for shareholders to weigh.
New $550 million senior secured term loan under an amendment dated April 23, 2026
Term loan matures October 18, 2029, with a springing maturity 91 days before the company's convertible debt matures unless liquidity requirements are met
Quarterly amortization of 1.25% of initial principal begins June 30, 2027; no prepayment premiums apply
Bentley Systems reported fourth-quarter and full-year 2025 results that showed higher revenue and per-share earnings than a year earlier, and issued 2026 guidance calling for total revenues of $1,685 million to $1,715 million. The company also declared a $0.07 per share quarterly dividend, which shareholders of record on March 10, 2026 will receive on March 19, 2026.
Q4 2025 total revenues were $391.6 million, up 11.9% year over year; diluted EPS was $0.18 versus $0.16, and adjusted EPS was $0.27 versus $0.21.
Full-year 2025 total revenues were $1,501.8 million, up 11.0%; diluted EPS was $0.85 versus $0.72 in 2024.
2026 outlook: total revenues of $1,685 million to $1,715 million and free cash flow of $500 million to $570 million.
Board declared a $0.07 per share dividend, payable March 19, 2026 to holders of record as of March 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Bentley Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →