The earnings call reflects a strong financial performance and strategic expansion through acquisitions and AI development, offset by some challenges in specific segments. The company's increased guidance and robust M&A capabilities further support a positive outlook.

Company Guidance

During the Roper Technologies conference call discussing second quarter 2025 financial results, several key metrics and guidance updates were highlighted. Roper reported a 13% increase in total revenue, with organic revenue growing by 7% and software bookings increasing in the high teens. The company also achieved free cash flow margins of 31% for the trailing twelve months. Roper announced the acquisition of Subsplash, a cloud-native software provider, for $800 million, expecting it to deliver $115 million in revenue and $36 million in EBITDA by Q3 2026. The company's full-year total revenue guidance was raised to a 13% growth expectation, maintaining an organic growth rate of 6% to 7%. Roper also reported an adjusted EBITDA margin of 39.9% and a diluted EPS of $4.87, surpassing the guidance range. The firm remains well-positioned for capital deployment, with over $5 billion available for M&A activities.

Strong Financial Performance

Total revenue grew 13%, with organic revenue growth of 7% and software bookings increasing in the high teens. Free cash flow margins were strong at 31% for the trailing twelve months.

Subsplash Acquisition

The acquisition of Subsplash, a cloud-native and AI-enabled software provider, was announced. Subsplash is expected to deliver $115 million in revenue and $36 million in EBITDA by Q3 2026, with high organic growth potential.

Increased Full-Year Guidance

Full-year total revenue growth guidance was raised to 13%, with organic growth expected to remain at 6-7%. Full-year EPS guidance increased to $19.90 to $20.05.

AI Strategy and Development

Approximately 25 AI-enabled products are in market or in development, with a focus on driving productivity gains and customer value.

Robust M&A Firepower

Company has over $5 billion in available capital for future M&A activities, positioning it well for continued strategic acquisitions.

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)	5.11 / -	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.