The earnings call highlighted strong financial performance and strategic acquisitions, with improved guidance reflecting confidence in future growth. However, challenges remain in government contracting and education markets, and ProCare's performance required adjustments.

Company Guidance -

Q3 2025

During Roper Technologies' second quarter 2025 earnings call, the company reported a strong performance with total revenue growth of 13%, organic revenue growth of 7%, and high teen growth in software bookings. The free cash flow margins reached 31% for the trailing twelve-month period. The call highlighted the acquisition of Subsplash, a cloud-native and AI-enabled software provider for faith-based organizations, for $800 million. Subsplash is expected to generate $115 million in revenue and $36 million in EBITDA by the end of Q3 2026, with potential for gross and EBITDA margin improvements over the next 3 to 5 years. Roper also raised its full-year revenue guidance and debt outlook, emphasizing its strong position for capital deployment with over $5 billion available for future acquisitions.

Strong Financial Performance

Total revenue grew 13% with organic revenue growth of 7%. Software bookings increased in the high teens, and free cash flow margins were 31% for the TTM period.

Subsplash Acquisition

Announced the acquisition of Subsplash, a cloud-native and AI-enabled software provider for faith-based organizations, with expected revenue of $115 million and $36 million of EBITDA for the 12 months ending Q3 2026.

Application Software Segment Growth

Revenue in the Application Software segment grew by 17% with organic growth of 6%. Deltek and Aderant showed strong performance with substantial bookings and AI-enabled solutions.

Network Segment Improvements

Network segment revenue grew by 6%, with organic growth of 5%. Key improvements included ARPU enhancements and strategic acquisitions like Loadlink and Alco.

Increased Full Year Guidance

Raised full-year total revenue growth guidance to 13% and increased full-year EPS outlook, reflecting strong first-half performance and the Subsplash acquisition.

Roper Technologies (ROP) Earnings, Revenues Date & History

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ROP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	5.12 / -	4.62	―	―	―
Jul 21, 2025	2025 (Q2)	4.83 / 4.87	4.48	8.71% (+0.39)
Apr 28, 2025	2025 (Q1)	4.74 / 4.78	4.41	8.39% (+0.37)
Jan 30, 2025	2024 (Q4)	4.73 / 4.81	4.37	10.07% (+0.44)
Oct 23, 2024	2024 (Q3)	4.53 / 4.62	4.32	6.94% (+0.30)
Jul 24, 2024	2024 (Q2)	4.46 / 4.48	4.12	8.74% (+0.36)
Apr 26, 2024	2024 (Q1)	4.34 / 4.41	3.9	13.08% (+0.51)
Jan 31, 2024	2023 (Q4)	4.34 / 4.37	3.92	11.48% (+0.45)
Oct 25, 2023	2023 (Q3)	4.22 / 4.32	3.67	17.71% (+0.65)
Jul 21, 2023	2023 (Q2)	3.99 / 4.12	3.95	4.30% (+0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ROP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 21, 2025	$544.79	$551.91	+1.31%
Apr 28, 2025	$556.89	$551.14	-1.03%
Jan 30, 2025	$541.46	$568.96	+5.08%
Oct 23, 2024	$549.63	$540.51	-1.66%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.