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Roper Technologies Inc
F:ROP

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Roper Technologies Inc
F:ROP
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Price: 373.7 EUR -2.94% Market Closed
Market Cap: 40.2B EUR

Roper Technologies Inc
Investor Relations

Roper Technologies Inc. began its journey as Roper Industries, a humble pump manufacturer, but has since evolved into a diversified, high-margin technology company. The company has masterfully navigated the landscape of acquisitions to cement its position in niche markets, focusing on software, medical and business solutions, and industrial technology. Roper’s strategy is nothing short of a well-calibrated symphony, where each acquisition acts like a different instrument contributing to the harmonious bottom line. The company is not reliant on one segment or technology but rather operates a decentralized model that empowers its numerous subsidiaries to excel in their specialized fields, thereby spreading risk and fostering innovation.

The backbone of Roper's financial prowess is its asset-light business model, a framework that emphasizes strong cash flows with lower capital requirements. By acquiring market-leading companies that produce robust recurring revenue streams, Roper anchors its financial performance in sectors characterized by necessity and longevity. The software and network solutions segment, notably, drives a significant portion of Roper's revenue, enriched by subscription-based models that ensure steady and predictable cash inflows. This transition from a manufacturing company to a service-oriented technology powerhouse particularly highlights Roper's acumen in capitalizing on digital transformation trends and embedding itself in essential customer workflows.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 23, 2025
AI Summary
Q3 2025

Revenue Growth: Roper delivered a strong Q3 with total revenue up 14% and organic revenue up 6%, hitting over $2 billion in sales.

Cash Flow Strength: Free cash flow grew 17% year-on-year to $842 million, representing 32% of revenue on a trailing twelve-month basis.

AI Momentum: Management highlighted rapid progress in AI enablement, with tangible results and broad rollout of AI features across the portfolio.

Share Buyback: Roper announced its first-ever share repurchase authorization for $3 billion, which will be used opportunistically without changing its M&A strategy.

M&A Activity: The company deployed $1.3 billion on acquisitions in the quarter and has over $5 billion in capital available for deployment in the next 12 months.

Guidance Update: Organic revenue growth guidance was narrowed to 6% (from 6–7%) for the year due to delays at Neptune and the government shutdown impacting Deltek, but overall revenue guidance (13%) and EPS guidance were tightened to the high end of prior ranges.

DAT Platform: Management provided a deep dive on DAT’s evolution into an AI-driven freight automation platform, with large long-term growth opportunity, including new bolt-on acquisitions.

Segment Dynamics: Application and Network Software segments performed in line with expectations, while TEP was impacted by short-term order delays at Neptune.

Key Financials
Revenue
$2B+
Organic Revenue Growth
6%
Free Cash Flow
$842M
Free Cash Flow Margin (TTM)
32%
EBITDA
$810M
EBITDA Margin
40.2%
EPS
$5.14
Net Debt to EBITDA
3x
Application Software Segment Revenue Growth
18%
Application Software Segment Organic Revenue Growth
6%
Application Software Segment EBITDA Margin
43.4%
Network Segment Revenue Growth
13%
Network Segment Organic Revenue Growth
6%
Network Segment EBITDA Margin
53.7%
TEP Segment Revenue Growth
7%
TEP Segment Organic Revenue Growth
6%
TEP Segment EBITDA Margin
35.2%
Share Repurchase Authorization
$3B
Capital Deployment Capacity (next 12 months)
$5B+
Earnings Call Recording
Other Earnings Calls

Management

Mr. Laurence Neil Hunn
President, CEO & Director

Laurence Neil Hunn, commonly known as Neil Hunn, is a notable executive in the business sector, particularly recognized for his leadership role at Roper Technologies Inc. Neil Hunn joined Roper Technologies in 2011 and ascended through various significant positions within the company, demonstrating strong leadership and strategic vision. He has a background in managing complex businesses and fostering growth through innovative solutions. Before becoming CEO, he served in various capacities, which showcased his business acumen and operational expertise. Neil Hunn became President and CEO of Roper Technologies in 2018, where he has been instrumental in driving the organization's strategic initiatives, focusing on high-margin, high-performing technology businesses. Under his leadership, Roper Technologies has continued to enhance its market position through strategic acquisitions and the integration of cutting-edge technologies across its portfolio. Hunn is appreciated for his commitment to advancing Roper's operational efficiencies and expanding its global reach. His tenure as CEO marks a period of transformation and growth, with a focus on leveraging software and technology-driven solutions to advance Roper Technologies' business objectives.

Mr. Jason P. Conley CPA
Executive VP & CFO

Jason P. Conley serves as the Vice President and Controller at Roper Technologies, Inc. He is recognized for his extensive expertise in financial management and accounting. In his role, Mr. Conley oversees the company's financial reporting and accounting operations, ensuring compliance with regulatory standards and optimizing financial processes. His leadership helps guide Roper Technologies’ strategic financial initiatives, supporting the company's growth and operational efficiency across its various businesses. He holds the Certified Public Accountant (CPA) designation, which underscores his proficiency and commitment in the accounting field.

Mr. John K. Stipancich
Executive VP, General Counsel & Corporate Secretary

John K. Stipancich is an accomplished business executive known for his role with Roper Technologies, Inc. He serves as the Executive Vice President, General Counsel, and Corporate Secretary at the company. In these capacities, Stipancich is responsible for overseeing legal, compliance, and regulatory matters, as well as providing guidance on corporate governance issues. His background typically includes extensive experience in corporate law, mergers and acquisitions, and business operations, equipping him with the expertise needed to navigate the complexities of a diversified technology company like Roper Technologies, which operates in various sectors including health care, transportation, food, energy, water, and education. Before joining Roper Technologies, John Stipancich held senior leadership positions at other prominent corporations where he honed his skills in legal and business management. He is recognized for his strategic mindset and ability to align legal strategies with broader business objectives, which significantly contribute to Roper's sustained growth and success in its industries.

Mr. Zack Moxcey
Vice President of Investor Relations

Zack Moxcey is the Head of Investor Relations at Roper Technologies, Inc. In his role, he oversees communications between the company and its investors, ensuring transparency and fostering strong investor relationships. Moxcey serves as a primary point of contact for the investment community, working to clearly articulate Roper Technologies' financial performance, strategic direction, and growth prospects. His work is crucial in helping to maintain investor confidence and supporting the company's market reputation. With a deep understanding of both finance and business strategy, Moxcey is a key figure in managing how the company is perceived by investors and analysts.

Ms. Janet Glazer
Senior Vice President of Acquisition & Investment Development
No Bio Available
Mr. Jeffrey B. Paulsen
Senior VP & Group Executive

Jeffrey B. Paulsen serves as the Executive Vice President and Chief Operating Officer of Roper Technologies, Inc. With an extensive career at Roper Technologies, Paulsen has played a crucial role in the company's strategic operations and growth. His leadership spans various operational domains within Roper, contributing to the company's innovation-driven culture and its focus on performance and profitability. Paulsen's commitment to operational excellence has been instrumental in maintaining Roper's status as a leader in providing engineered products and solutions for global niche markets. His vision for operational efficiency and strategic growth continues to drive Roper Technologies forward.

Mr. Shannon Rory O'Callaghan
Senior Vice President of Finance & Treasury
No Bio Available

Contacts

Address
FLORIDA
Sarasota
6901 Professional Pkwy East, Suite 200
Contacts
+19415562601.0
www.ropertech.com