Roper Technologies, Inc.'s Stock Analysis

Roper Technologies Issues $2 Billion in Senior Unsecured Notes

Roper Technologies, Inc. has successfully issued $2 billion in senior unsecured notes, which include three distinct series: $500 million of 4.250% Senior Notes due in 2028, $500 million of 4.450% Senior Notes due in 2030, and $1 billion of 5.100% Senior Notes due in 2035. This issuance was conducted under an Underwriting Agreement with BofA Securities, J.P. Morgan Securities, and Wells Fargo Securities, and is backed by an Indenture dated November 26, 2018.

The notes were offered under the company's Registration Statement on Form S-3ASR and were supplemented by a preliminary and final prospectus dated August 7, 2025. The specific terms and conditions of the notes are detailed in the Officer’s Certificate and the Indenture, both of which are incorporated by reference in this report.

Aug 12, 2025 11:35:12

Roper Technologies Reports Q2 2025 Earnings and Acquisition News

Roper Technologies, Inc. reported a 13% increase in revenue for the second quarter of 2025, reaching $1.94 billion. This growth was driven by a 7% rise in organic revenue and a 6% contribution from acquisitions. The company's GAAP net earnings rose by 12% to $378 million, while adjusted net earnings increased by 9% to $528 million. Additionally, Roper's GAAP operating cash flow grew by 5% to $404 million, and adjusted operating cash flow saw a 13% increase to $434 million. The company has also raised its full-year guidance for adjusted diluted earnings per share (DEPS) to a range of $19.90 - $20.05, up from the previous estimate of $19.80 - $20.05, and expects total revenue growth of approximately 13% for the year.

In a strategic move, Roper announced the acquisition of Subsplash for $800 million, a company specializing in AI-enabled software solutions for faith-based organizations. The acquisition is expected to enhance Roper’s growth prospects and aligns with its disciplined capital deployment strategy. The company anticipates that the acquisition will close later this month and has factored this into its updated guidance, which includes expectations for adjusted DEPS of $5.08 - $5.12 for the third quarter of 2025. Roper continues to focus on expanding its recurring revenue base and maintaining strong demand for its mission-critical solutions.

Jul 21, 2025 06:59:48

Roper Technologies Reports Q1 Results, Increases Full Year Guidance

Roper Technologies, Inc. announced its financial results for the first quarter of 2025, showing a 12% increase in revenue to $1.88 billion, supported by an 8% contribution from acquisitions and 5% organic growth. While GAAP net earnings decreased by 13% to $331 million, adjusted net earnings rose by 9% to $517 million. The company also reported a 9% increase in adjusted EBITDA to $740 million and a slight decrease in operating cash flow by 1% to $529 million. Roper completed the acquisition of CentralReach, which is expected to enhance its growth prospects moving forward. 

In light of these results, Roper has raised its full-year guidance for 2025, now expecting adjusted diluted earnings per share (DEPS) to be between $19.80 and $20.05, up from the previous range of $19.75 to $20.00. The company also increased its total revenue growth outlook to approximately 12%, compared to an earlier forecast of over 10%, and continues to anticipate organic revenue growth of 6% to 7%. This updated guidance includes the impact of the CentralReach acquisition, which was finalized on April 23, 2025.

Apr 28, 2025 06:58:18

Roper Technologies Reports $7.04 Billion Revenue for 2024

Roper Technologies announced a 14% increase in revenue for 2024, totaling $7.04 billion, driven by both organic growth and acquisitions. The company reported significant improvements in net earnings, with GAAP net earnings rising 13% to $1.55 billion, and adjusted net earnings increasing 10% to $1.98 billion. Operating cash flow also saw a notable rise, reaching $2.39 billion, while adjusted operating cash flow grew by 16%. Additionally, the company highlighted a milestone in free cash flow, surpassing $2 billion for the first time in its history.

On the downside, Roper Technologies faced challenges related to its minority investments, particularly with equity investments gain reporting a loss of $141 million in Q4 2024. The company also noted a decline in cash and cash equivalents, which decreased to $188.2 million from $214.3 million in the previous year. Furthermore, the overall growth in revenue was slightly impacted by a decrease in organic growth rates compared to previous periods, reflecting a more cautious market environment.

Jan 30, 2025 07:03:10

Roper Technologies Reports Strong Financial Growth in Q3 2024

Despite these positive results, Roper Technologies faces challenges, including rising interest expenses and the complexities of integrating new acquisitions. The company has noted increased debt levels due to recent acquisitions, which may impact future cash flows. Additionally, the market conditions and operational risks associated with their minority investments could pose uncertainties. However, Roper remains committed to its disciplined capital deployment strategy and is well-positioned to navigate these challenges as it continues to focus on growth and value creation.

Oct 23, 2024 07:02:17

Roper Technologies Issues $2 Billion in Senior Unsecured Notes

Roper Technologies, Inc. successfully issued $2 billion in senior unsecured notes, which include three different series maturing in 2029, 2032, and 2034. This substantial capital raise indicates the company's strong market position and ability to attract investment, which could support future growth and stability. The notes were sold through a reputable underwriting group, showcasing confidence from major financial institutions in Roper's financial health.

The issuance of these notes, while a positive sign of confidence, also means the company will incur additional debt obligations. Investors may view this increase in debt with caution, considering the impact on future cash flows and the company's overall financial strategy. However, the company has structured the notes with varying interest rates, which might mitigate some financial strain in the long run.

Aug 21, 2024 14:25:59

Roper Technologies Reports Strong Q2 Growth Amid Challenges

Roper Technologies announced a 12% revenue increase to $1.72 billion, with adjusted earnings per share rising by 9% to $4.48. However, GAAP earnings per share fell by 7% to $3.12, reflecting some operational challenges. The company is optimistic, raising its full-year guidance and highlighting robust cash flow growth of 20%. CEO Neil Hunn noted improving demand for enterprise software, despite production delays. Overall, Roper remains well-positioned for future acquisitions and growth.

Jul 24, 2024 07:02:24

Roper Technologies Q1 2024 Financial Results and Increased Guidance

Roper Technologies reports strong Q1 results with revenue up 14%, GAAP DEPS up 33%, and adjusted DEPS up 13%. Operating cash flow and adjusted EBITDA also increased. The company raised its full-year 2024 adjusted DEPS guidance. Excited about acquisitions, Roper sees continued customer demand and recurring revenue growth. The company's disciplined capital deployment strategy and robust acquisition opportunities position it well for the future. Roper holds a minority interest in Indicor and Certinia. Non-GAAP financial information is provided for transparency.

Apr 26, 2024 07:01:24

John F. Murphy Joins Roper Technologies Board of Directors

Roper Technologies welcomes John F. Murphy to their Board, bringing extensive software and financial expertise. Murphy's background includes leadership roles at Adobe, Qualcomm, and DIRECTV. Roper's CEO and Board Chair express excitement about his contributions. Roper Technologies, known for compounding cash flow and shareholder value, focuses on developing niche market software and technology products. Their disciplined approach includes strategic acquisitions to enhance growth.

Apr 08, 2024 09:01:48

Roper Technologies Reports Strong 2023 Financial Results and Initiates 2024 Guidance

Roper Technologies reported a 15% revenue increase in 2023, with positive organic revenue and adjusted DEPS growth. The company's CEO highlighted successful capital deployment and strategic acquisitions. The 2024 outlook is optimistic, with expected revenue growth and a new acquisition. However, the company's non-GAAP financial information should be carefully evaluated. Roper holds minority interests in Indicor and Certinia, and has completed divestitures of certain businesses.

Jan 31, 2024 07:02:24