Roper Technologies (ROP)
NASDAQ:ROP
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.31Last Year’s EPS
4.87Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a strong start to 2026 with robust revenue, EBITDA, EPS and free cash flow growth, a raised DEPS guide, active share repurchases and accelerating AI commercialization across the portfolio. Offsetting factors include margin pressure driven by TEP mix and raw material costs, margin impact from recent acquisitions and early-stage Convoy investments, and ongoing demand timing risk in Deltek GovCon and freight markets. Management framed near-term conservatism into guidance (no assumed GovCon or freight recovery) while highlighting longer-term secular tailwinds from SaaS transitions and AI-driven TAM expansion. Overall, the positives (top-line beat, cash generation, guidance raise, AI momentum and capital flexibility) materially outweigh the noted operational and market headwinds.Company Guidance
Strong Top-Line and Organic Growth
Q1 revenue of $2.1 billion, up 11% year-over-year; organic revenue +6%. Full-year total revenue growth guidance maintained at ~8% with organic guidance of 5%–6%.
Profitability and EPS Beat
EBITDA of $797 million, up 8% YoY with EBITDA margin of 38.1%. Adjusted diluted EPS of $5.16, up 8% and above the guidance range; full-year DEPS guidance raised to $21.80–$22.05 (midpoint +$0.50).
Free Cash Flow Strength
Q1 free cash flow $562 million, up 11% YoY; trailing 12-month free cash flow $2.5 billion and FCF compounded at a 19% CAGR over 3 years (15% excluding Section 174). Free cash flow per share increased ~15% YoY.
Active, Disciplined Capital Deployment
Since November, repurchased ~6.0 million shares for $2.2 billion (4.9M for $1.7B YTD 2026). Board authorized an additional $3.0 billion repurchase capacity, leaving $3.8B remaining authorization and ~ $5B of capital deployment capacity over next 12 months.
Balance Sheet & Liquidity Improvements
Closed a new 5-year $3.5 billion revolving credit facility; exited Q1 with net leverage ~3.1x net debt/EBITDA (from 2.9x at year-end). Cash balance ~$383 million with $2.0 billion drawn on revolver.
Recurring Software Health & Bookings Momentum
Recurring software revenue grew 7% in the quarter; enterprise gross retention remained in the mid-90s. Enterprise software bookings up low double digits on a trailing 12-month basis, supporting confidence in the back half of the year.
Visible AI Commercialization and Product Velocity
Portfolio-wide AI progress: several businesses (CentralReach, ConstructConnect, Vertafore, DAT, Aderant, iPipeline, Subsplash, SoftWriters) released meaningful AI-enabled capabilities. CentralReach: recurring software revenue >20% and AI/AI-influenced bookings were 75% of new business. Roper AI Accelerator partnership with Vertafore delivered agentic products at customer conference.
Standout Segment & Portfolio Wins
Application Software: revenue +12%, organic +5%, EBITDA +13% and 50 bps margin improvement. Network Software: revenue +14%, organic +5%. TEP: NDI had a record quarter; ConstructConnect and Foundry showed strong momentum (ConstructConnect recurring revenue up double-digits; Foundry returned to y/y growth and Nuke at record ARR).
ROP Earnings History
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 |
|---|---|---|---|
Apr 23, 2026 | $364.73 | $363.76 | -0.27% |
Jan 27, 2026 | $407.63 | $368.33 | -9.64% |
Oct 23, 2025 | $506.62 | $477.76 | -5.70% |
Jul 21, 2025 | $541.39 | $548.47 | +1.31% |
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.
FAQ
When does Roper Technologies (ROP) report earnings?
Roper Technologies (ROP) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Roper Technologies (ROP) earnings time?
Roper Technologies (ROP) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ROP EPS forecast?
ROP EPS forecast for the fiscal quarter 2026 (Q2) is 5.31.
