Roper Technologies (NASDAQ:ROP) Posts Quarterly Earnings Results, Beats Expectations By $0.07 EPS

Roper Technologies (NASDAQ:ROP) posted its quarterly earnings data on Tuesday. The industrial products company reported $5.21 EPS for the quarter, beating analysts’ consensus estimates of $5.14 by $0.07, Zacks reports. The business had revenue of $2.06 billion for the quarter, compared to analyst estimates of $2.09 billion. Roper Technologies had a return on equity of 10.99% and a net margin of 19.44%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter last year, the company earned $4.81 earnings per share. Roper Technologies updated its FY 2026 guidance to 21.300-21.550 EPS and its Q1 2026 guidance to 4.950-5.000 EPS.

Here are the key takeaways from Roper Technologies’ conference call:

• 2025 delivery and 2026 guide: Revenue rose 12%, EBITDA 11%, and free cash flow 8% with enterprise software bookings up low double-digits; 2026 guidance targets ~8% revenue growth, 5–6% organic growth and adjusted DEPS of $21.30–$21.55 (Q1 $4.95–$5.05).
• AI acceleration: Roper hired Shane Luke and Eddy Raphael to lead a centralized AI Accelerator to speed product development across its vertical software businesses, with AI viewed as incremental upside (not assumed in 2026 guidance).
• Capital allocation firepower: The company deployed $3.3B for acquisitions in 2025 (e.g., CentralReach, Subsplash), repurchased $500M of stock in Q4, and enters 2026 with >$6B capacity and $2.5B remaining on the current buyback authorization.
• Near-term headwinds and conservative assumptions: Organic growth lagged expectations—Deltek was hurt by the government shutdown and perpetual license weakness, DAT faces a muted freight market, and Neptune is normalizing after tariff/volume disruption; guidance assumes no meaningful near-term recovery at Deltek or DAT and modest Neptune weakness.
• Margin and balance-sheet strength: Core EBITDA margins expanded (Q4 +60 bps; FY +30 bps), DEPS beat guidance, free cash flow was ~$2.5B (~31% of revenue), and net leverage is ~2.9x, underpinning continued M&A and buyback optionality.

Roper Technologies Trading Down 2.4%

ROP stock opened at $360.37 on Thursday. The company has a quick ratio of 0.53, a current ratio of 0.52 and a debt-to-equity ratio of 0.43. The company has a market cap of $38.79 billion, a price-to-earnings ratio of 24.84, a PEG ratio of 1.72 and a beta of 0.94. The business has a fifty day simple moving average of $434.69 and a 200-day simple moving average of $482.85. Roper Technologies has a 52 week low of $345.93 and a 52 week high of $595.17.

Roper Technologies Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 2nd were issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, January 2nd. This is a positive change from Roper Technologies’s previous quarterly dividend of $0.83. Roper Technologies’s payout ratio is currently 25.09%.

Key Headlines Impacting Roper Technologies

Here are the key news stories impacting Roper Technologies this week:

• Positive Sentiment: Q4 earnings beat EPS expectations ($5.21 vs. $5.14) and adjusted EPS rose vs. prior year, driven by application software growth and acquisitions. Earnings Beat
• Positive Sentiment: Management reiterated capital deployment plans (share buyback) and public M&A firepower (~$5B), and highlighted AI/strategic investments — factors that support long-term growth and valuation. M&A & Buyback
• Neutral Sentiment: Several firms reaffirmed neutral/hold ratings (Argus, Oppenheimer), indicating some analysts view current weakness as a buying opportunity or to wait for more clarity. Analyst Reaffirms
• Negative Sentiment: Revenue for the quarter missed consensus (reported $2.06B vs. ~$2.09B expected), and management’s Q1 2026 EPS guide (4.95–5.00) and FY 2026 EPS/revenue guidance were below Street estimates — the primary driver of the sell-off. Revenue Miss
• Negative Sentiment: Multiple analyst downgrades and price-target cuts followed the results: JPMorgan cut to underweight and lowered PT to $397; RBC trimmed PT to $398 (sector perform); Mizuho cut to underperform/PT $365; Melius reduced its rating from buy to hold. These actions amplify selling pressure. Analyst Cuts
• Negative Sentiment: The stock hit a 52-week low following the outlook miss and analyst downgrades, signaling near-term technical weakness and reduced investor confidence. 52-Week Low

Insider Transactions at Roper Technologies

In other news, Director Amy Woods Brinkley bought 1,200 shares of Roper Technologies stock in a transaction dated Wednesday, November 12th. The shares were acquired at an average cost of $450.71 per share, with a total value of $540,852.00. Following the completion of the transaction, the director owned 18,184 shares in the company, valued at approximately $8,195,710.64. This trade represents a 7.07% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Laurence Neil Hunn purchased 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The stock was acquired at an average price of $452.23 per share, for a total transaction of $4,522,300.00. Following the purchase, the chief executive officer owned 97,311 shares of the company’s stock, valued at approximately $44,006,953.53. This represents a 11.45% increase in their position. The SEC filing for this purchase provides additional information. 0.87% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of ROP. Captrust Financial Advisors raised its stake in Roper Technologies by 1.6% during the third quarter. Captrust Financial Advisors now owns 51,606 shares of the industrial products company’s stock worth $25,735,000 after acquiring an additional 822 shares during the period. Danske Bank A S bought a new position in shares of Roper Technologies during the third quarter valued at approximately $24,200,000. Advisory Services Network LLC grew its holdings in shares of Roper Technologies by 2.0% during the third quarter. Advisory Services Network LLC now owns 7,577 shares of the industrial products company’s stock valued at $3,779,000 after purchasing an additional 148 shares during the last quarter. Aureus Asset Management LLC acquired a new stake in shares of Roper Technologies during the 3rd quarter worth approximately $25,153,000. Finally, Morningstar Investment Management LLC lifted its holdings in shares of Roper Technologies by 361.5% in the 3rd quarter. Morningstar Investment Management LLC now owns 8,459 shares of the industrial products company’s stock worth $4,218,000 after purchasing an additional 6,626 shares during the last quarter. 93.31% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ROP has been the subject of a number of recent research reports. Argus reiterated a “hold” rating on shares of Roper Technologies in a report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of Roper Technologies in a research note on Wednesday. Stifel Nicolaus reiterated a “hold” rating and issued a $385.00 price target (down from $550.00) on shares of Roper Technologies in a report on Tuesday. Jefferies Financial Group set a $500.00 price objective on Roper Technologies in a report on Wednesday. Finally, Oppenheimer reaffirmed a “market perform” rating on shares of Roper Technologies in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Roper Technologies currently has an average rating of “Hold” and an average price target of $478.53.

Roper Technologies Company Profile

Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.

Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.