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

Roper Technologies (NASDAQ:ROP) issued its earnings results on Tuesday. The industrial products company reported $5.21 earnings per share for the quarter, beating the consensus estimate of $5.14 by $0.07, Zacks reports. Roper Technologies had a net margin of 20.34% and a return on equity of 10.92%. During the same quarter last year, the company posted $4.81 EPS. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. 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 Stock Down 9.6%

Shares of NASDAQ:ROP opened at $369.27 on Wednesday. Roper Technologies has a 12 month low of $345.93 and a 12 month high of $595.17. The firm has a market cap of $39.75 billion, a P/E ratio of 25.45, a P/E/G ratio of 1.91 and a beta of 0.94. The company has a quick ratio of 0.53, a current ratio of 0.58 and a debt-to-equity ratio of 0.46. The company’s 50-day moving average price is $436.38 and its two-hundred day moving average price is $483.72.

Roper Technologies Increases Dividend

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

Trending Headlines about Roper Technologies

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

• Positive Sentiment: Adjusted earnings beat and solid operating results: ROP reported adjusted EPS of $5.21 (above estimates), adjusted DEPS and adjusted net income grew year-over-year, and Q4 revenue rose ~10%. Roper 2025 financial results
• Positive Sentiment: Share buyback and M&A capacity: management repurchased 1.12M shares for ~$500M and says it has multi‑billion dollars of M&A firepower to pursue vertical software deals, which supports capital return and growth optionality. Roper sees 10%+ revenue growth with $5B M&A firepower
• Neutral Sentiment: Strategy update: management highlighted AI acceleration and continued focus on vertical software — a long‑term positive but uncertain in near term as benefits are early. Roper projects 8% revenue growth and accelerates AI
• Neutral Sentiment: Valuation conversation after results: analysts and commentary revisited ROP’s multiple given buyback and recent acquisitions — useful context for investors evaluating entry points. A Look At Roper Valuation After Earnings
• Negative Sentiment: Guidance disappointed near‑term: Q1 EPS guidance of $4.95–5.00 vs consensus ~$5.19, and FY adjusted DEPS guidance $21.30–21.55 was roughly in line but revenue guidance (~$8.5B) slightly below Street expectations — primary driver of the share decline. Roper 4Q Net Slips, Forecasts 2026 Revenue Growth
• Negative Sentiment: Revenue short vs some estimates and headlines emphasized the outlook miss, prompting downside pressure and a move toward 52‑week lows. Earnings beat but revenue fell short Outlook miss sends stock to 52-week low
• Negative Sentiment: Rising interest expense and higher net long‑term debt (management deployed ~$3.3B on acquisitions last year) increase leverage and interest cost — a concern given the lower guidance. Financials show higher interest expense and debt
• Negative Sentiment: Analyst reaction: Melius Research downgraded ROP from Buy to Hold, adding to selling pressure. Finviz / The Fly: Melius downgrade

Insider Activity at Roper Technologies

In other news, Director Amy Woods Brinkley acquired 1,200 shares of the firm’s stock in a transaction on Wednesday, November 12th. The shares were purchased at an average cost of $450.71 per share, for a total transaction of $540,852.00. Following the transaction, the director owned 18,184 shares of the company’s stock, valued at approximately $8,195,710.64. This represents a 7.07% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Laurence Neil Hunn bought 10,000 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were purchased at an average price of $452.23 per share, with a total value of $4,522,300.00. Following the transaction, the chief executive officer owned 97,311 shares of the company’s stock, valued at $44,006,953.53. The trade was a 11.45% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.87% of the stock is owned by corporate insiders.

Institutional Trading of Roper Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in ROP. Brown Brothers Harriman & Co. raised its holdings in Roper Technologies by 1.0% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,236 shares of the industrial products company’s stock worth $1,115,000 after purchasing an additional 23 shares during the last quarter. SeaCrest Wealth Management LLC grew its position in shares of Roper Technologies by 6.2% during the 3rd quarter. SeaCrest Wealth Management LLC now owns 429 shares of the industrial products company’s stock worth $223,000 after buying an additional 25 shares during the period. Larson Financial Group LLC raised its stake in shares of Roper Technologies by 5.7% during the third quarter. Larson Financial Group LLC now owns 616 shares of the industrial products company’s stock worth $307,000 after buying an additional 33 shares during the last quarter. L2 Asset Management LLC lifted its holdings in Roper Technologies by 9.4% in the third quarter. L2 Asset Management LLC now owns 526 shares of the industrial products company’s stock valued at $262,000 after buying an additional 45 shares during the period. Finally, Triumph Capital Management bought a new position in Roper Technologies in the third quarter valued at approximately $25,000. 93.31% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ROP has been the subject of a number of recent research reports. Piper Sandler dropped their target price on Roper Technologies from $600.00 to $530.00 and set an “overweight” rating for the company in a report on Tuesday, January 13th. Melius Research lowered Roper Technologies from a “buy” rating to a “hold” rating and set a $479.00 price objective for the company. in a research note on Tuesday. Raymond James Financial cut their price objective on Roper Technologies from $670.00 to $575.00 and set a “strong-buy” rating for the company in a report on Friday, October 24th. Robert W. Baird set a $592.00 target price on shares of Roper Technologies in a report on Friday, October 24th. Finally, Stifel Nicolaus reissued a “hold” rating and set a $385.00 price target (down from $550.00) on shares of Roper Technologies in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, Roper Technologies presently has an average rating of “Hold” and an average target price of $505.87.

About Roper Technologies

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.