ROP's Application Software segment surges on SaaS demand, enterprise wins and retention, setting up mid-single-digit growth ahead.
ROP posts double-digit profit growth and unveils a $3B buyback as software strength lifts Q3 results.
Roper Technologies, Inc. (NASDAQ:ROP ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Zack Moxcey - Vice President of Investor Relations Neil Hunn - President, CEO & Director Jason Conley - Executive VP & CFO Conference Call Participants George Michael Kurosawa - Citigroup Inc., Research Division Brent Thill - Jefferies LLC, Research Division Brad Reback - Stifel, Nicolaus & Company, Incorporated, Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Joshua Tilton - Wolfe Research, LLC Terrell Tillman - Truist Securities, Inc., Research Division Deane Dray - RBC Capital Markets, Research Division Faith Brunner - William Blair & Company L.L.C., Research Division Joseph Giordano - TD Cowen, Research Division Julian Mitchell - Barclays Bank PLC, Research Division Presentation Operator Good morning.
The headline numbers for Roper Technologies (ROP) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Roper Technologies (ROP) came out with quarterly earnings of $5.14 per share, beating the Zacks Consensus Estimate of $5.11 per share. This compares to earnings of $4.62 per share a year ago.
ROP's Q3 results are likely to showcase strong software-driven growth, tempered by higher costs and currency headwinds.
Roper Technologies (ROP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
ROP lifts its 2025 outlook as the Network Software and Application Software segments gain from GenAI, cross-sell and strong demand.
Roper Technologies is a proven compounder, delivering ~15% annual returns via disciplined M&A and resilient, non-cyclical free cash flow generation. Roper's competitive edge in M&A stems from its low cost of capital, multiple arbitrage, and strong management relationships, enabling continued acquisitive growth. AI tailwinds and vertical software leadership further strengthen Roper's organic growth prospects, with 25 AI-enabled products boosting future bookings.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Strong software bookings, M&A, and AI to drive solid revenue growth. Recurring software mix and AI gain support margin expansion. Valuation below the historical average offers room for multiple re-rating.
Roper Technologies, Inc. (NASDAQ:ROP ) Q2 2025 Earnings Conference Call July 21, 2025 8:00 AM ET Company Participants Jason P. Conley - Executive VP & CFO Laurence Neil Hunn - President, CEO & Director Zack Moxcey - Vice President of Investor Relations Conference Call Participants Brad Robert Reback - Stifel, Nicolaus & Company, Incorporated, Research Division Brent John Thill - Jefferies LLC, Research Division Deane Michael Dray - RBC Capital Markets, Research Division Dylan Tyler Becker - William Blair & Company L.L.C.