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Roper Technologies (ROP)
NASDAQ:ROP
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.99Last Year’s EPS
4.78Same Quarter Last Year
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The company delivered solid reported outcomes — double‑digit revenue and EBITDA growth, strong free cash flow, robust bookings and active capital deployment — and has meaningful balance sheet capacity and a clear AI and M&A strategy. Offsetting this are several material operating headwinds: organic growth came in below expectations, Deltek (GovCon exposure), ProCare execution delays, Neptune normalization and a muted freight market at DAT. Management is conservative in 2026 guidance (excluding assumed recoveries at key underperformers) while signaling steps to address execution issues and scale AI productization. Overall the call reflects steady underlying financial strength coupled with portfolio-specific challenges that temper near-term upside.Company Guidance
Strong Full-Year Financial Performance
FY2025 revenue $7.9B, up 12% YoY; EBITDA $3.1B (39.8% margin), up 11% YoY; adjusted DEPS $20, up 9% YoY; free cash flow ~ $2.5B, up 8% YoY and representing ~31% of revenue.
Quarterly Outperformance and Margin Expansion
Q4 revenue $2.06B, up 10% YoY (acquisitions +5%, organic +4%); Q4 EBITDA $818M, up 10% YoY; adjusted DEPS $5.21, above guidance; core EBITDA margin expanded ~60 bps in Q4, with a ~54% incremental margin.
Bookings and Recurring Revenue Momentum
Enterprise software bookings grew in the low double-digit range for FY2025; recurring revenue trends: Application Software recurring grew ~7% organic for the year and recurring revenue grew ~6% in Q4 (Network recurring also ~6% in Q4).
Active Capital Deployment and Strong Liquidity
Deployed $3.3B on vertical software acquisitions in 2025 (including Central Reach and Subsplash); repurchased 1.1M shares for $500M in Q4 (avg ~ $446) with $2.5B remaining on a $3B authorization; entering 2026 with net leverage ~2.9x, ~$300M cash, ~$2.7B revolver availability and >$6B capacity for M&A and buybacks.
Application Software & Select Segment Strength
Application Software segment revenue grew 16% (FY), organic +5%, with EBITDA margins ~42.5% and core margin improvement ~80 bps; specific businesses showing strength include Aderant, Vertafore, PowerPlan, Central Reach (ahead of model) and Subsplash (strong start).
Focused AI Strategy and Dedicated Leadership
Management emphasized AI as a monetizable, workflow-embedded opportunity and hired Shane Luke and Eddie Raphael to lead a Roper AI accelerator to coach businesses, build a small strike team, and create reusable AI components; AI upside not included in base 2026 guidance (treated as incremental upside).
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 |
|---|---|---|---|
Jan 27, 2026 | $408.67 | $369.27 | -9.64% |
Oct 23, 2025 | $507.91 | $478.98 | -5.70% |
Jul 21, 2025 | $542.77 | $549.87 | +1.31% |
Apr 28, 2025 | $554.83 | $549.11 | -1.03% |
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 Apr 28, 2026, Before Open (Confirmed).
What is Roper Technologies (ROP) earnings time?
Roper Technologies (ROP) earnings time is at Apr 28, 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 (Q1) is 4.99.
