Roper Technologies, Inc., established in 1981 and based in Sarasota, Florida (formerly known as Roper Industries, Inc. until 2015), operates as a ...
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Est. EPS $5.79 · Revenue $2.17B · 12 analysts
$3.56 per share
$3.56 per share
Est. EPS $5.78
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.9B | +12.3% | +0.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.5B | -0.8% | +129.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +69.2% | -0.1% | +0.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +28.3% | -0.3% | +2.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +19.4% | -11.7% | +128.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.5B | +7.1% | -20.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +31.5% | -4.6% | -21.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 46.8% | +15.1% | +8.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.52x | +28.6% | +3.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $34.6B | +10.3% | +1.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 14.20 vs 19.93 | -28.8% | 11.48 vs 5.79 | +98.3% |
| Revenue Surprise | $7.9B vs $7.9B | -0.3% | $2.1B vs $2.2B | -3.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 27, 2026 | Stipancich John K | officer: EVP, Chief Legal Officer & Sec | Common Stock | A | 2,000 | $228.84 |
| Jul 27, 2026 | Stipancich John K | officer: EVP, Chief Legal Officer & Sec | Common Stock | D | 2,000 | $379.05 |
| Jul 27, 2026 | Stipancich John K | officer: EVP, Chief Legal Officer & Sec | Employee Stock Options (right to buy) | D | 2,000 | $228.84 |
| Jul 24, 2026 | WALLMAN RICHARD F | director | Common Stock | D | 6,434 | $361.00 |
| May 20, 2026 | ESTEVES IRENE M | director | Common Stock | A | 1,191 | — |
Operator : Good morning. The Roper Technologies Conference Call will now begin. Today's call is being recorded. I would now like to turn the call over to Zack Moxcey, Vice President, Investor Relations. Please go ahead. Zack Moxcey : Good morning, and thank you all for joining us as we discuss the second quarter financial results for Roper Technologies. Joining me on the call this morning are Neil Hunn, President and Chief Executive Officer; Jason Conley, Executive Vice President and Chief Financial Officer; Brandon Cross, Vice President and Chief Accounting Officer; and Shannon O'Callaghan, Senior Vice President of Finance. Earlier this morning, we issued a press release announcing our financial results. The press release also includes replay information for today's call. We prepared slides to accompany today's call, which are available through the webcast and are also available on our website. Now if you please turn to Page 2. We begin with our safe harbor statement. During the course of today's call, we will make forward-looking statements, which are subject to risks and uncertainties as described on this page, in our press release and in our SEC filings. You should listen to today's call in the context of that information. And now please turn to Page 3. Today, we will discuss our results primarily on an adjusted non-GAAP basis. For the second quarter, the difference between our GAAP results and adjusted results consists of the following items: amortization of acquisition-related intangible assets, financial impacts associated with our minority investment in Incore. And lastly, cash collected on Outgo's beneficial interest, which is the residual amount owed to Outgo after it sells receivables to a third party and is classified within cash flows from investing activity. Reconciliations can be found in our press release and in the appendix of our presentation on our website. And now if you please turn to Page 4, I'll hand the call over to Neil. After our prepared remarks, we will take questions from our telephone participants. Neil? Neil Hunn : Thank you, Zack, and thanks to everyone for joining us this morning. You can see our agenda on Page 4. So let's get right into it. Next slide, please. As we turn to Page 5, I want to highlight 3 takeaways for today's call. First, we delivered solid results and are raising our outlook for the year. Second, AI momentum continues to build across the enterprise at an accelerating pace. And third, we continue to execute our capital allocation opportunities with our long-standing discipline. Let me double-click each point. First, second quarter results were solid and ahead of expectations. Total revenue grew 9%, organic revenue grew 5%, EBITDA grew 5%, and free cash flow grew 11%. Importantly, enterprise gross retention remained strong consistently in the mid-90s. On that foundation, enterprise software bookings remained solid with core bookings up mid-single digit plus on a TTM basis. At a high level …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Laurence Neil Hunn | President, Chief Executive Officer & Director | USD 3,573,259 | Male | 1972 | Active |
John K. Stipancich | Executive VP, Chief Legal Officer & Corporate Secretary | USD 2,104,422 | Male | 1969 | Active |
Jason Conley | Executive Vice President & Chief Financial Officer | USD 1,905,193 | Male | 1976 | Active |
Janet Glazer | Senior Vice President of Acquisitions & Investment Strategy Development | — | Female | — | Active |
Brandon Cross | Vice President & Corporate Controller | — | Male | — | Active |
Eric Schuster | Chief Product Officer | — | Male | — | Active |
Jeffrey Paulsen | Senior Vice President & Group Executive | — | Male | 1961 | Active |
Ondrej Kruk | Senior Vice President & Group Executive | — | Male | — | Active |
Shannon Rory O'Callaghan | Senior Vice President of Finance & Treasury | — | Male | — | Active |
Harold C. Flynn Jr. | Senior Vice President & Group Executive | — | Male | 1965 | Active |
Satish Maripuri | Senior Vice President & Group Executive | — | Male | 1966 | Active |
Zack Moxcey | Vice President of Investor Relations | — | Male | — | Active |
Laura Newell-McLaughlin | Chief Operating Officer | — | Female | — | Active |
Michael Corkery | Senior Vice President & Group Executive | — | Male | 1963 | Active |
Roper Technologies is now a cautious 'Buy,' trading about 10% below intrinsic value after recent share price recovery. Q2/26 results showed 8.5% revenue growth and a 233% EPS increase, driven by equity gains from Indicor and robust segment performance. Management raised full-year guidance, expects at least 8% revenue growth, and is leveraging AI-driven product releases to enhance margins.
B. Metzler seel. Sohn and Co. AG acquired a new stake in shares of Roper Technologies, Inc. (NASDAQ: ROP) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 21,332 shares of the industrial products company's stock, valued
Roper Technologies (ROP) repurchased over 8% of its shares for $3.2B during a software sector selloff, capitalizing on depressed valuations. ROP maintains robust fundamentals: 39% adjusted EBITDA margin, 27% levered FCF margin, and recurring revenue, with organic growth supported by recent acquisitions. AI integration is progressing, with early product traction and minimal competitive threats, but material AI revenue impact is not expected by 2026.
Aurora Investment Counsel bought a new position in Roper Technologies, Inc. (NASDAQ: ROP) in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 5,154 shares of the industrial products company's stock, valued at approximately $1,744,000. Other large investors also recently bought
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