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ROPER TECHNOLOGIES (ROP)

Earnings summaries and quarterly performance for ROPER TECHNOLOGIES.

Research analysts who have asked questions during ROPER TECHNOLOGIES earnings calls.

Brent Thill

Jefferies

6 questions for ROP

Also covers: ADBE, AMZN, ASAN +25 more

Deane Dray

RBC Capital Markets

6 questions for ROP

Also covers: AME, ATKR, CARR +20 more

Joseph Giordano

TD Cowen

6 questions for ROP

Also covers: ABLZF, AME, APH +21 more

Terrell Tillman

Truist Securities

6 questions for ROP

Also covers: , FIVN, INST +16 more

Julian Mitchell

Barclays Investment Bank

5 questions for ROP

Also covers: AIRJ, ALLE, AME +26 more

Brad Reback

Stifel

4 questions for ROP

Also covers: ASUR, CFLT, DAY +10 more

Joshua Tilton

Wolfe Research

4 questions for ROP

Also covers: ADSK, ALTR, BSY +15 more

Ken Wong

Oppenheimer & Co. Inc.

4 questions for ROP

Also covers: ADSK, ALTR, GDDY +9 more

Scott Davis

Melius Research

4 questions for ROP

Also covers: CARR, DD, DHR +16 more

C. Stephen Tusa

JPMorgan Chase & Co.

2 questions for ROP

Also covers: ADSK, ANSS, APG +17 more

Faith Brunner

William Blair

2 questions for ROP

Also covers: CWAN, DSGX, ENFN +3 more

George Kurosawa

Citigroup Inc.

2 questions for ROP

Also covers: BOX, MANH, PAYC +3 more

Christopher Glynn

Oppenheimer & Co. Inc.

1 question for ROP

Also covers: AIT, AME, AYI +15 more

Dylan Becker

William Blair

1 question for ROP

Also covers: AIOT, AZPN, BLND +15 more

Hoi-Fung Wong

Oppenheimer & Co. Inc.

1 question for ROP

Also covers: ADSK, BILL, GDDY +7 more

Joe Vruwink

Baird

1 question for ROP

Also covers: ADSK, BSY, CDNS +10 more

Joseph Ritchie

Goldman Sachs

1 question for ROP

Also covers: ALLE, CARR, CGNX +22 more

Joseph Vruwink

Baird

1 question for ROP

Also covers: ADSK, ANSS, BSY +13 more

Steve Tusa

JPMorgan Chase & Co.

1 question for ROP

Also covers: AIN, ALTR, CARR +15 more

Recent press releases and 8-K filings for ROP.

Roper Technologies raises quarterly dividend by 10%
ROP
Dividends
  • The Board declared a quarterly cash dividend of $0.91 per share, a 10% increase over the prior quarterly dividend, payable January 16, 2026 to shareholders of record January 2, 2026.
  • This marks the 33rd consecutive year Roper has increased its dividend.
  • The raise corresponds to an expected $0.34 increase annually (equivalent to $0.085 quarterly) over 2025 dividend levels.
Nov 5, 2025, 7:00 PM
Roper Technologies issues $2B senior unsecured notes
ROP
Debt Issuance
  • On August 12, 2025, Roper Technologies, Inc. consummated issuance and sale of $2.0 billion aggregate principal amount of senior unsecured notes: $500 million 4.250% notes due 2028, $500 million 4.450% notes due 2030, and $1 billion 5.100% notes due 2035 under an underwriting agreement dated August 7, 2025.
  • The notes were issued under Roper’s November 26, 2018 Indenture, pay interest semiannually on March 15 and September 15, and are callable prior to par call dates at Treasury yields plus 10 bps (2028 notes) or 15 bps (2030 and 2035 notes).
  • The securities rank as unsecured senior obligations, senior to any subordinated debt, equal to existing and future unsecured senior debt, and are effectively subordinated to secured indebtedness and subsidiaries’ liabilities; they include a 101% change-of-control repurchase feature.
Aug 12, 2025, 12:00 AM
Roper discusses vertical software growth and M&A strategy
ROP
M&A
  • Roper positions itself as a vertical market software and technology compounder, targeting 7–7.5% organic growth and mid-teens sustainable free cash flow compounding by combining 29 niche businesses with cross-sell and innovation levers.
  • The company maintains roughly $5 billion in M&A capacity, pursuing niche leaders with disciplined valuation and an AI risk lens; recent add-ons include ProCares, Subsplash, Transact and Central Reach to bolster growth potential.
  • Macro headwinds persist in Deltek’s GovCon segment and DAT’s freight marketplace, but Roper expects Deltek to benefit from increased OMB-driven defense spend and freight volumes to recover in H2, while healthcare and higher-education verticals remain resilient.
  • Roper is accelerating its AI adoption and integration playbook—enhancing central PMO support, generative AI resources and post-ProCares lessons to drive continuous improvement and faster value capture across its portfolio.
Aug 11, 2025, 9:00 PM
Roper Technologies prices $2B senior unsecured notes offering
ROP
Debt Issuance
  • Roper Technologies priced a public offering of $500 million 4.250% Senior Notes due 2028, $500 million 4.450% Senior Notes due 2030 and $1 billion 5.100% Senior Notes due 2035.
  • The notes pay interest semi-annually on March 15 and September 15, beginning March 15, 2026, and mature on September 15 of their respective years.
  • Net proceeds will be used to repay borrowings under the company’s five-year unsecured credit facility, redeem outstanding 2025 notes, and fund general corporate purposes, including acquisitions.
  • The offering is expected to close on August 12, 2025, subject to customary closing conditions.
Aug 7, 2025, 9:04 PM
Roper business unit DAT to acquire Convoy Platform from Flexport
ROP
M&A
  • DAT Freight & Analytics, a Roper Technologies business, agreed to acquire the Convoy Platform from Flexport, adding automation and digital freight-matching technology.
  • The Convoy Platform offers ML/AI-based fraud prevention, a mobile app used by 30,000 carriers, and QuickPay for fast payments.
  • The platform will be integrated into DAT One, enhancing brokers’ access to combined automated and hands-on freight-matching options.
  • Flexport originally acquired the Convoy Platform in October 2023 and launched it as a neutral freight-matching service in April 2024.
Jul 28, 2025, 5:00 PM
Roper Technologies to Acquire Subsplash
ROP
M&A
  • Roper Technologies (NASDAQ: ROP) agreed to acquire AI-powered engagement platform Subsplash from K1 Investment Management, with the deal expected to close in the near term.
  • The transaction marks K1’s fifth strategic exit and third sale to a publicly listed company in the past year.
  • Subsplash serves over 20,000 faith-based organizations with an integrated suite of AI-driven giving, media delivery, and church management tools.
  • The acquisition was sourced directly by K1’s in-house business development team without investment bankers, highlighting K1’s proprietary sourcing model.
Jul 21, 2025, 8:53 PM
Roper Technologies Focuses on Organic Growth and Strategic Acquisitions
ROP
M&A
New Projects/Investments
Product Launch
  • Enhanced Organic Growth Strategy: Roper is emphasizing organic growth by raising performance expectations, installing new leadership, and aligning incentives, targeting current growth of 7-7.5% with aspirations for high single-digit increases over time.
  • Strategic Bolt-Ons and Acquisitions: The company is shifting toward a more structured M&A approach, including deliberate bolt-on deals, and recently closed the acquisition of CentralReach, a market leader in software solutions for autism treatment, reinforcing both growth and margin expansion opportunities.
  • Integration of AI and Operational Excellence: Roper is leveraging AI and data-driven approaches across its portfolio to enhance workflow efficiency, expand product capabilities, and capture significant TAM expansion potential.
May 31, 2025, 8:16 AM
Roper Technologies Q1 2025 Earnings & Strategic Updates
ROP
Earnings
M&A
Guidance Update
  • Q1 2025 Financial Performance: Revenue grew 12% to $1.88B with solid EBITDA, healthy free cash flow margins, and organic revenue up 5% .
  • Earnings Highlights: GAAP net earnings declined 13% to $331M, while adjusted net earnings increased 9% to $517M; Adjusted EBITDA climbed 9% to $740M with operating cash flow marginally down to $529M .
  • CentralReach Acquisition: Completed at a net cost of $1.65B (net of a $200M tax benefit) on April 23, 2025, positioning the company for targeted 20% revenue & EBITDA growth .
  • Full-Year Guidance Raised: Now expecting total revenue growth of approximately 12% and adjusted DEPS in the range $19.80 to $20.05 .
  • Strong Balance Sheet: Maintained with over $5B in available capital for future acquisitions .
Apr 28, 2025, 12:01 PM

Quarterly earnings call transcripts for ROPER TECHNOLOGIES.