Earnings summaries and quarterly performance for ROPER TECHNOLOGIES.
Executive leadership at ROPER TECHNOLOGIES.
Board of directors at ROPER TECHNOLOGIES.
Research analysts who have asked questions during ROPER TECHNOLOGIES earnings calls.
Brent Thill
Jefferies
6 questions for ROP
Deane Dray
RBC Capital Markets
6 questions for ROP
Joseph Giordano
TD Cowen
6 questions for ROP
Terrell Tillman
Truist Securities
6 questions for ROP
Julian Mitchell
Barclays Investment Bank
5 questions for ROP
Brad Reback
Stifel
4 questions for ROP
Joshua Tilton
Wolfe Research
4 questions for ROP
Ken Wong
Oppenheimer & Co. Inc.
4 questions for ROP
Scott Davis
Melius Research
4 questions for ROP
C. Stephen Tusa
JPMorgan Chase & Co.
2 questions for ROP
Faith Brunner
William Blair
2 questions for ROP
George Kurosawa
Citigroup Inc.
2 questions for ROP
Christopher Glynn
Oppenheimer & Co. Inc.
1 question for ROP
Dylan Becker
William Blair
1 question for ROP
Hoi-Fung Wong
Oppenheimer & Co. Inc.
1 question for ROP
Joe Vruwink
Baird
1 question for ROP
Joseph Ritchie
Goldman Sachs
1 question for ROP
Joseph Vruwink
Baird
1 question for ROP
Steve Tusa
JPMorgan Chase & Co.
1 question for ROP
Recent press releases and 8-K filings for ROP.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 .
Quarterly earnings call transcripts for ROPER TECHNOLOGIES.