Seeking Alpha·Sep 15, 2026
Roper Technologies, Inc. (ROP) Presents at Piper Sandler 5th Annual Growth Frontiers Conference TranscriptRoper Technologies, Inc. (ROP) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
Roper Technologies' strategic pivot toward software has stabilized gross margins near 69-70% and sustained revenue growth at 8.5% in Q2 2026, but organic growth of only 5% lags expectations, and rising leverage (D/E at 0.61) from debt-funded M&A, with goodwill...
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Revenue growth moderated to 8.5% in Q2 2026 from 14.3% a year earlier, while gross margin held at 69.7%, but operating margin compressed to 27.7% from 28.8% as SG&A grew 26.7% versus revenue growth of 23.5% over two years.
Roper's shift toward asset-light, recurring software businesses has structurally expanded operating margins above traditional industrial benchmarks.
Management emphasizes disciplined acquisitions, supported by a strong buyback program and an active pipeline, even in a constrained private credit market.
Roper's autonomous business units and effective capital allocation continue to support long-term growth despite recent stock depreciation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $5.38+1.9% vs $5.28 | $2.1B+0.6% vs $2.1B |
Q2 2026 Apr 23, 2026 | $5.16+3.4% vs $4.99 | $2.1B+1.6% vs $2.1B |
Q1 2026 Jan 27, 2026 | $5.21+1.4% vs $5.14 | $2.1B-1.1% vs $2.1B |
Q4 2025 Oct 23, 2025 | $5.14+0.6% vs $5.11 | $2.0B-0.3% vs $2.0B |
Roper Technologies, Inc. (ROP) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
PORTLAND, Ore., Sept. 15, 2026 (GLOBE NEWSWIRE) -- National average truckload spot rates fell across all three equipment types in August, posting the steepest July-to-August declines in DAT's 16-year rate history, according to DAT Freight & Analytics , provider of the industry's leading load boards and freight analytics.
DENVER, Sept. 14, 2026 /PRNewswire/ -- Procare Solutions, a leader in AI-enabled child care management software, trusted by more than 40,000 centers nationwide, announced today it has acquired Playground, a modern, all-in-one child care management platform recognized for its intuitive design, top-rated customer support and AI-powered tools, including Camber, the first AI assistant purpose-built for child care.
Roper Technologies, Inc. (ROP) Presents at Citi's 2026 Global TMT Conference Transcript
Benchmark ROP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Roper Technologies, Inc. (ROP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $363.93 | $36.73B | 25.63 | 12.26% | 19.44% | 7.93% | 0.9% | |
| $171.94 | $22.38B | 26.49 | 6.63% | 28.24% | — | — | |
| $548.88 | $39.9B | 35.28 | 9.51% | 40.74% | — | — | |
| $55.95 | $16.9B | 32.16 | -17.48% | 12.38% | 8.51% | — | |
| $221.12 | $155.44B | 43.87 | 2.9% | 15.95% | 7.66% | — | |
| $270.47 | $77.81B | 25.78 | 0.92% | 19.39% | 101.71% | — |
Roper Technologies, Inc. (ROP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Roper Technologies, Inc. (ROP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Jul 23, 2026·SEC
May 19, 2026·SEC
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Roper Technologies, Inc. (ROP) stock FAQ — growth, dividends, profitability & financials explained
Roper Technologies, Inc. (ROP) reported $8.28B in revenue for fiscal year 2025. This represents a 3569% increase from $225.7M in 1996.
Roper Technologies, Inc. (ROP) grew revenue by 12.3% over the past year. This is steady growth.
Yes, Roper Technologies, Inc. (ROP) is profitable, generating $2.50B in net income for fiscal year 2025 (19.4% net margin).
Yes, Roper Technologies, Inc. (ROP) pays a dividend with a yield of 0.90%. This makes it attractive for income-focused investors.
Roper Technologies, Inc. (ROP) has a return on equity (ROE) of 7.9%. This is below average, suggesting room for improvement.
Roper Technologies, Inc. (ROP) generated $2.62B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
