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Bentley Systems, Incorporated

NASDAQ•BSY
CEO: Mr. Gregory S. Bentley
セクター: Technology
業種: Software - Application
上場日: 2020-09-23
Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers open modeling engineering applications, such as MicroStation, OpenBridge, OpenBuildings, OpenCities, OpenComms, OpenFlows, OpenPlant, OpenRail, OpenRoads, OpenSite, OpenTower, OpenTunnel, OpenUtilities, and OpenWindowPower; and open simulation engineering applications, including ADINA, AutoPIPE, CUBE, DYNAMEQ, EMME, LEGION, Power Line Systems, RAM, SACS, SPIDA, and STAAD; and geoprofessional applications for modeling and simulation of near and deep subsurface conditions, including AGS, Central, GeoStudio, Imago, Leapfrog, MX Deposit, Oasis montaj, OpenGround, and PLAXIS. It also provides infrastructure cloud applications, such as ProjectWise, SYNCHRO, and AssetWise, as well as iTwin platform that enables users to create and curate cloud native 4D/5D digital representations of physical infrastructure assets consisting of iTwin Capture, iTwin Experience, and iTwin IoT platforms. The company serves civil, structural, geotechnical, subsurface, process engineers, architects, geospatial professionals, city and regional planners, contractors, fabricators, and operations and maintenance engineers. Bentley Systems, Incorporated was incorporated in 1984 and is headquartered in Exton, Pennsylvania.
連絡先情報
685 Stockton Drive, Exton, PA, 19341, United States
610-458-5000
www.bentley.com
時価総額
$9.92B
PER (TTM)
38.6
66
配当利回り
0.8%
52週高値
$59.25
52週安値
$30.83
52週レンジ
11%
順位32Top 23.6%
4.9
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
堅調 • 4.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$391.58M+0.00%
直近4四半期の推移

EPS

$0.18+0.00%
直近4四半期の推移

フリーCF

$136.17M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Strong Total revenues reached $1.50B USD in 2025, marking 11.0% growth over prior year results.
Subscription Revenue Accelerates Subscription revenues grew 12.5% to $1.377B USD in 2025, showing strong recurring revenue momentum.
ARR Growth Solid Ending ARR reached $1.462B USD as of December 31, 2025, supported by 11.5% constant currency growth rate.
Operating Cash Flow Increases Cash flow from operating activities was $538.46M USD in 2025, up significantly from $435.29M USD last year.

リスク要因

Infrastructure Project Demand Volatility Software demand relies on infrastructure projects; spending cuts or delays in key sectors could decrease renewal rates.
Foreign Revenue Exposure High 59% of 2025 revenues derived internationally, exposing results to adverse legal, political, and regulatory risks abroad.
Currency Fluctuations Impact Results 33% of 2025 revenues denominated in non-USD currencies; strengthening USD could negatively affect operating income.
Subscription Renewal Uncertainty Accounts are not obligated to renew subscriptions, creating potential negative impact on future revenues and results.

見通し

Focus on Enterprise Account Accretion Primary growth initiative targets expanding E365 subscription reach within virtually all existing enterprise accounts.
Expanding Asset Analytics Monetization Third growth initiative involves expanding Asset Analytics through cloud subscriptions charged incrementally per asset.
AI and Digital Twin Integration Developing new generation of AI-powered, digital-twin native applications leveraging Cesium and iTwin Platform capabilities.
Debt Repayment Strategy Used $180M in repatriated cash during 2025 to pay down credit facility borrowings to manage debt structure.

同業比較

売上高 (TTM)

KSPI stock ticker logoKSPI
$7.70B
+59.1%
QXO stock ticker logoQXO
$6.84B
+11938.9%
ZBRA stock ticker logoZBRA
$5.40B
+8.3%

粗利益率 (最新四半期)

BSY stock ticker logoBSY
81.9%
+0.1pp
FFIV stock ticker logoFFIV
81.5%
-0.1pp
DT stock ticker logoDT
81.4%
+0.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FFIV$16.99B24.420.3%8.0%
QXO$16.45B-0.5-3.2%28.2%
KSPI$15.60B7.050.1%3.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.9%
緩やかな成長
4四半期純利益CAGR
-13.7%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし