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Roper Technologies
(NASDAQ:ROP)
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Rating:73Outperform
Price Target:
$443.00
â–²(20.60% Upside)
Action:Reiterated
Date:07/23/26
ROP scores well on financial quality (durable margins and strong free-cash-flow conversion) and a supportive earnings update with raised guidance and robust cash generation. The score is held back by weaker technicals (trading below the 200-day average) and elevated leverage from aggressive repurchases, alongside some margin pressure and AI monetization timing uncertainty.
Positive Factors
Free Cash Flow Conversion
Roper converts nearly all reported earnings into free cash flow (FCF/net income ~0.95–0.98 and TTM FCF growth solid). This durable cash generation underpins sustained buybacks, M&A firepower, deleveraging plans and reinvestment capacity, reducing earnings quality risk over time.
Negative Factors
Rising Leverage
Leverage has re-accelerated following aggressive buybacks and revolver usage, raising net debt/EBITDA to ~3.4x. Higher leverage reduces financial flexibility, increases refinancing and interest rate sensitivity, and constrains ability to pursue opportunistic M&A if cash flow weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow Conversion
Roper converts nearly all reported earnings into free cash flow (FCF/net income ~0.95–0.98 and TTM FCF growth solid). This durable cash generation underpins sustained buybacks, M&A firepower, deleveraging plans and reinvestment capacity, reducing earnings quality risk over time.
Read all positive factors
Roper Technologies Key Performance Indicators (KPIs)
Any
Revenue by Segment
Breaks down revenue streams by business unit, showing which areas contribute most to sales and where there might be potential for expansion or risk.
Breaks down revenue streams by business unit, showing which areas contribute most to sales and where there might be potential for expansion or risk.
Data provided by:
The Fly
The FlyRoper Technologies (ROP) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$39.56B
Dividend Yield0.91%
Average Volume (3M)1.07M
Price to Earnings (P/E)16.3
Beta (1Y)0.50
Revenue Growth10.88%
EPS Growth68.89%
CountryUS
Employees19,400
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)24.11
Shares Outstanding100,917,360
10 Day Avg. Volume845,109
30 Day Avg. Volume1,074,850
Financial Highlights & Ratios
PEG Ratio-28.13
Price to Book (P/B)2.40
Price to Sales (P/S)6.04
P/FCF Ratio19.14
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$449.10Price Target Upside22.26% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)22.2
Revenue Forecast (FY)$8.56B
Roper Technologies Business Overview & Revenue Model
Company Description
Roper Technologies, Inc., established in 1981 and based in Sarasota, Florida (formerly known as Roper Industries, Inc. until 2015), operates as a diversified technology company. It specializes in developing and delivering advanced software solutio...
How the Company Makes Money
Roper makes money primarily by owning and operating a portfolio of vertically focused software and technology-enabled businesses that sell mission-critical products and services to enterprise and government customers. The company’s revenue model i...
Roper Technologies Earnings Call Summary
Earnings Call Date:Jul 23, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 28, 2026
Earnings Call Sentiment Positive
The call conveyed a constructive and disciplined outlook: solid top- and bottom-line results, raised full-year guidance, robust free cash flow and aggressive share repurchases, alongside widespread AI product launches and early strong customer engagement. Offsetting items include margin pressure (driven mainly by TEP input costs and mix), increased leverage from buybacks, some timing softness in nonrecurring revenues, and near-term uncertainty on AI monetization. Management emphasized prudent capital allocation, planned deleveraging, and preparation for opportunistic M&A while noting promising AI-driven product momentum that should bolster growth over time.Positive Updates
Revenue Growth Exceeds Expectations
Total revenue of $2.1B, up 9% year-over-year; organic revenue +5% and acquisitions contributed ~3 points of growth. Full-year total revenue growth outlook raised to north of 8% with organic growth expected in the ~6% range.
Negative Updates
Margin Pressure at Enterprise Level
Consolidated core EBITDA margin down ~70 bps YoY; adjusted EBITDA margin 38.6%. TEP segment drove much of the margin decline due to input cost and mix effects.
Read all updates
Q2-2026 Updates
Positive
Negative
Revenue Growth Exceeds Expectations
Total revenue of $2.1B, up 9% year-over-year; organic revenue +5% and acquisitions contributed ~3 points of growth. Full-year total revenue growth outlook raised to north of 8% with organic growth expected in the ~6% range.
Read all positive updates
Company Guidance
Roper raised full‑year adjusted DEPS to $22.15–$22.30 (up $0.30 at the midpoint, $0.80 vs. January), set Q3 adjusted DEPS at $5.75–$5.80, and now expects full‑year total revenue growth north of 8% with organic revenue growth in the ~6% range and a back‑half tax rate around 21%; Q2 results that underpin the guide included revenue of $2.1B (+9%), organic +5%, EBITDA $815M (38.6% margin), core EBITDA down 70 bps, DEPS $5.38 (+10% y/y), free cash flow $447M (+11%) and trailing‑12‑month FCF of $2.6B. Balance‑sheet and capital‑allocation metrics: net debt/EBITDA ~3.4x, $365M cash, $2.9B drawn on a $3.5B revolver, repurchased 3.6M shares for ~$1.2B in the quarter (9M shares / ~$3.2B total buybacks YTD, >8% of shares), expects Indicor proceeds of ~ $1.4B gross (~$1.2B after tax), retains more than $5B of annualized deployment capacity and is prepared to pursue ~$5B+ of M&A over the next 12–18 months while prioritizing near‑term deleveraging.Roper Technologies Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
74
Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.28B | 7.90B | 7.04B | 6.18B | 5.37B | 4.83B |
| Gross Profit | 5.76B | 5.47B | 4.88B | 4.31B | 3.75B | 3.41B |
| EBITDA | 4.27B | 3.13B | 3.04B | 2.66B | 2.12B | 1.88B |
| Net Income | 2.50B | 1.54B | 1.55B | 1.36B | 1.19B | 1.10B |
Balance Sheet | ||||||
| Total Assets | 35.17B | 34.58B | 31.33B | 28.17B | 26.98B | 23.71B |
| Cash, Cash Equivalents and Short-Term Investments | 364.90M | 297.40M | 188.20M | 214.30M | 792.80M | 351.50M |
| Total Debt | 11.32B | 9.30B | 7.67B | 6.37B | 6.71B | 7.96B |
| Total Liabilities | 16.47B | 14.70B | 12.47B | 10.72B | 10.94B | 12.15B |
| Stockholders Equity | 18.70B | 19.88B | 18.87B | 17.44B | 16.04B | 11.56B |
Cash Flow | ||||||
| Free Cash Flow | 2.62B | 2.49B | 2.33B | 1.93B | 664.30M | 1.95B |
| Operating Cash Flow | 2.67B | 2.54B | 2.39B | 2.04B | 734.60M | 2.01B |
| Investing Cash Flow | -1.41B | -3.39B | -3.47B | -2.13B | 1.21B | -142.90M |
| Financing Cash Flow | -1.12B | 923.60M | 1.07B | -499.50M | -1.47B | -1.81B |
Roper Technologies Technical Analysis
Positive
367.34
Price Trends
350.95
Positive
348.76
Positive
379.82
Positive
Market Momentum
13.46
Negative
64.75
Neutral
69.01
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ROP, the sentiment is Positive. The current price of 367.34 is below the 20-day moving average (MA) of 372.19, above the 50-day MA of 350.95, and below the 200-day MA of 379.82, indicating a bullish trend. The MACD of 13.46 indicates Negative momentum. The RSI at 64.75 is Neutral, neither overbought nor oversold. The STOCH value of 69.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROP.
Roper Technologies Risk Analysis
Roper Technologies disclosed 24 risk factors in its most recent earnings report. Roper Technologies reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Roper Technologies Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | $55.40B | 36.40 | 14.55% | 0.54% | 9.52% | 8.37% | |
79 Outperform | $82.56B | 25.94 | 101.74% | 2.28% | 4.30% | -3.22% | |
78 Outperform | $123.13B | 35.52 | 24.70% | 0.75% | 6.03% | 4.26% | |
76 Outperform | $83.91B | 34.44 | 12.69% | 1.48% | 4.03% | 3.51% | |
73 Outperform | $39.56B | 16.26 | 12.94% | 0.97% | 10.88% | 68.89% | |
68 Neutral | $53.42B | 49.70 | 33.32% | 1.18% | 10.45% | 21.30% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
* Technology Sector Average
ROP
Roper Technologies
402.25
-127.47
-24.06%
AME
Ametek
253.66
72.72
40.19%
EMR
Emerson Electric Company
158.26
27.64
21.17%
ITW
Illinois Tool Works
296.66
46.01
18.35%
PH
Parker Hannifin
1,073.87
352.40
48.84%
ROK
Rockwell Automation
441.04
112.46
34.23%
Roper Technologies Corporate Events
Business Operations and StrategyShareholder Meetings
Roper shareholders approve incentive and stock purchase plans
Positive
May 19, 2026
At its May 19, 2026 annual meeting in Sarasota, Fla., Roper Technologies shareholders approved amendments to the company’s 2021 Incentive Plan, expanding the total shares available for equity and cash-based awards to 23,409,479 and adding 14...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.