Roper Technologies is now a cautious 'Buy,' trading about 10% below intrinsic value after recent share price recovery. Q2/26 results showed 8.5% revenue growth and a 233% EPS increase, driven by equity gains from Indicor and robust segment performance. Management raised full-year guidance, expects at least 8% revenue growth, and is leveraging AI-driven product releases to enhance margins.
Roper Technologies (ROP) repurchased over 8% of its shares for $3.2B during a software sector selloff, capitalizing on depressed valuations. ROP maintains robust fundamentals: 39% adjusted EBITDA margin, 27% levered FCF margin, and recurring revenue, with organic growth supported by recent acquisitions. AI integration is progressing, with early product traction and minimal competitive threats, but material AI revenue impact is not expected by 2026.
Roper Technologies NASDAQ: ROP is pursuing a strategy centered on long-term free-cash-flow-per-share growth, portfolio collaboration and acquisitions of vertical-market software businesses, while increasingly deploying artificial intelligence across its operations and products, Chief Financial Officer Jason Conley said at the Oppenheimer Technology Conference.
| Machinery Industry | Industrials Sector | Laurence Neil Hunn CEO | XETRA Exchange | US7766961061 ISIN |
| US Country | 19,400 Employees | 2 Oct 2026 Last Dividend | 29 Aug 2005 Last Split | 12 Feb 1992 IPO Date |
Roper Technologies, Inc. is a diversified technology company that specializes in the design, development, and distribution of software and technology-enabled products. The organization operates across three primary segments: Application Software, Network Software, and Technology Enabled Products, catering to a vast majority of industries including healthcare, insurance, financial services, and supply chain management, among others. Originally founded in 1981 and initially known as Roper Industries, Inc., the company underwent a rebranding to Roper Technologies, Inc. in April 2015. Headquartered in Sarasota, Florida, Roper Technologies aims to leverage its sophisticated technology and software solutions to solve complex problems and improve efficiency across various sectors.
The comprehensive portfolio of Roper Technologies spans across numerous industries and applications, further divided into the following segments: