ROP
Roper Technologies, Inc.443.78
+0.18+0.04%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
47.77BP/E (TTM)
30.58Basic EPS (TTM)
14.51Dividend Yield
0.01%Recent Filings
10-Q
8-K
Roper Q3 revenue jumps 14%
Roper Technologies reported Q3 2025 revenue up 14% to $2.02 billion, driven by 8% from acquisitions and 6% organic growth, while adjusted EBITDA rose 13% to $810 million and free cash flow surged 17% to $842 million. The company deployed $1.3 billion on Subsplash and bolt-on deals, including Convoy to digitize DAT and Orchard Software for Clinisys integration, underscoring its acquisition firepower. Board authorized $3 billion share repurchases. Full-year adjusted DEPS guidance narrowed to $19.90-$19.95 amid acquisition dilution.
8-K
Roper issues $2B notes
Roper Technologies closed its $2 billion senior unsecured notes issuance on August 12, 2025, comprising $500 million 4.250% notes due 2028, $500 million 4.450% notes due 2030, and $1 billion 5.100% notes due 2035. Underwritten by BofA Securities, J.P. Morgan, and Wells Fargo, the notes expand Roper's debt capacity under its 2018 indenture. Proceeds will fund general corporate purposes. No use of proceeds specified.
10-Q
Q2 FY2025 results
Roper Technologies posted solid Q2 results, with net revenues climbing 13.2% year-over-year to $1,943.6 million, fueled by 6.7% organic growth and acquisitions like CentralReach, while gross margin held steady at 69.2%. Operating income rose 11.0% to $548.3 million, but net earnings edged down 1.2% to $378.3 million due to a $27.8 million equity investment loss, pushing diluted EPS to $3.49 from $3.12. Cash from operations hit $932.8 million for the half-year, funding $2,005.2 million in buys including bolt-ons Muni-Link and Outgo; free cash flow stood at $880.0 million (derived). Debt climbed to $8,859.0 million with $1,400.0 million on the revolver, yet liquidity remains robust at $242.4 million cash. Acquisitions closed in April and May 2025, adding $1,141.6 million goodwill and intangibles amortized over 6-19 years. Backlog grew 4.4% to $2,961.3 million. Yet competition in niche software markets lingers as a key risk.
8-K
Strong Q2 results, Subsplash acquisition
Roper Technologies reported Q2 2025 revenue up 13% to $1.94 billion, with 7% organic growth and adjusted EBITDA rising 12% to $775 million, while signing a $800 million deal to acquire Subsplash, a high-growth provider of AI-enabled software for faith-based organizations, set to close later this month. This bolsters Roper's application software segment amid balanced growth across units. The company raised full-year guidance to 13% total revenue growth and adjusted DEPS of $19.90-$20.05. Integration risks loom for the new asset.
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