BENTLEY SYSTEMS INC BSY

Bentley Systems' strongest current fact is the May 2026 SEC earnings rail: the company reported $424.2M of revenue, $126.3M of operating income, $95.4M of net income attributable to the parent, and diluted EPS of $0.30 for the quarter ended 2026-03-31 in its 10-Q. The 8-K dated 2026-05-07 says the company issued a press release announcing those first-quarter results.

The business story in the supplied evidence is subscription software, not a vague technology tale. The 10-Q says the increase in total revenues for the three months ended 2026-03-31 was primarily driven by subscription revenue, with services also higher and perpetual licences lower. It names Bentley Open Applications and Seequent applications as the leaders of subscription growth, with Bentley Infrastructure Cloud contributing to a lesser extent.

The balance sheet and cash figures give the story weight. At 2026-03-31, Bentley had $3.52B of assets, $2.30B of liabilities, $1.23B of stockholders' equity attributable to the parent, and $105.2M of cash and cash equivalents. Operating cash flow was $193.4M for the period, while payments to acquire property, plant and equipment were $5.6M. Research and development expense was $83.0M, and diluted weighted average shares outstanding were 321.8M.

The source rail does not include a chart route, price level, moving average, valuation multiple, or trading range, so this report cannot responsibly describe the tape. The market mechanism that can be described is the public filing trail: the 10-Q, the 8-K announcing first-quarter results, the SEC filing index, the SEC submissions JSON, the SEC companyfacts JSON, and six Form 4 filings dated 2026-06-15.

The Form 4 cluster is relevant, but limited. The evidence names six BSY Form 4 filings on 2026-06-15 from SEC EDGAR, yet it does not supply transaction amounts, prices, officer names, award types, or sale details. That makes the existence and timing of the filings fair game, but not a basis for claims about insider buying, selling, grants, or motive.

The clean tension is simple: Bentley's latest parsed quarter shows subscription-led growth, healthy reported operating income, and strong operating cash flow, while the freshest named public developments are insider-transaction forms whose contents have not been parsed in this pack. A deeper file would need the actual Form 4 transaction fields, a chart route, and any later company guidance or product release evidence before saying more.