Roper (ROP) FY Conference August 11, 2025 03:45 PM ET Speaker0Hi. Good afternoon, everyone. Welcome to the twenty twenty five Oppenheimer Virtual Tech Conference. I'm Ken Wong, software analyst. Very happy to have with us Jason Conley, EVP and CFO of Roper.Also, Zach Moxey, VP of IR at Roper. Welcome, guys. Thank you for joining.Speaker1Thanks, Ken. Thanks for having us. Good to see you.Speaker0Great to see you too. Jason, Zach, maybe maybe first off, I got well, I think some are familiar with Roper. There ...

Core Viewpoint - Roper Technologies, Inc. has announced a public offering of $2 billion in senior notes with varying maturities and interest rates, aimed at refinancing existing debt and supporting general corporate purposes [1][3]. Group 1: Offering Details - The company is offering $500 million of 4.250% Senior Notes due 2028, $500 million of 4.450% Senior Notes due 2030, and $1 billion of 5.100% Senior Notes due 2035 [1][2]. - Interest on the notes will be paid semi-annually starting March 15, 2026, with the 2028 notes maturing on September 15, 2028, the 2030 notes on September 15, 2030, and the 2035 notes on September 15, 2035 [2]. Group 2: Use of Proceeds - Net proceeds from the sale of the notes will be utilized to repay a portion of borrowings under the company's unsecured credit facility, repay outstanding Senior Notes due September 2025 and December 2025, and for general corporate purposes including future acquisitions [3]. Group 3: Management and Underwriters - BofA Securities, J.P. Morgan Securities, and Wells Fargo Securities are the active joint book-running managers for the offering, with additional roles assigned to other financial institutions [4]. Group 4: Company Background - Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000, known for its long-term track record of compounding cash flow and increasing shareholder value through disciplined capital redeployment towards high-quality acquisitions [7].

Core Insights - Roper Technologies is recognized as a highly successful serial acquirer in the market, achieving a mid-teen compounded annual return over the last decade through both organic growth and acquisitions [1] Group 1 - The company has demonstrated a strong track record of delivering returns, indicating effective management and strategic growth initiatives [1]

SARASOTA, Fla., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Oppenheimer 28th Annual Technology, Internet & Communications Conference on Monday, August 11, 2025, at 3:45 PM (Eastern Time) in a virtual format. A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com. About Roper Technologies Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Ro ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of inc ...

Core Insights - The author has a strong educational background with a master's degree in Analytics and a bachelor's degree in Accounting, indicating a solid foundation for investment analysis [1] - The author has over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role, showcasing a deep understanding of the industry [1] - The author expresses a personal interest in dividend investing, suggesting a focus on income-generating investments [1] Company and Industry Summary - The author holds long positions in several companies including CTAS, JNJ, WST, O, HRL, LOW, PEP, and ROP, indicating a diversified investment strategy [2] - The article reflects the author's personal opinions and does not involve compensation from the companies mentioned, suggesting an independent analysis [2] - The disclosure emphasizes that past performance is not indicative of future results, highlighting the inherent uncertainties in investment decisions [3]

I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights of the Seeking Alpha user community. Feel free to provide your feedback on my thesis in the comment section and I would love to have a discussion even if you have a var ...

Roper Technologies ROP reported upbeat second-quarter results on Monday.It clocked quarterly adjusted earnings per share of $4.87, beating the street view of $4.83. Quarterly sales of $1.94 billion outpaced the analyst consensus estimate of $1.92 billion.Roper Technologies expects fiscal 2025 adjusted earnings per share of $19.90-$20.05 (up from the prior $19.80-$20.05), versus the $19.92 analyst consensus estimates. It also raised its full-year total revenue growth outlook to ~13% or $7.95 billion (compare ...

Core Insights - K1 Investment Management's portfolio company Subsplash has entered into a definitive agreement to be acquired by Roper Technologies, marking K1's third exit to a publicly traded strategic buyer in the past year [1][4] - Subsplash is a leading AI-powered engagement platform designed for mission-driven organizations, serving over 20,000 faith-based organizations globally [2][5] - Since K1's initial investment in 2019, Subsplash has grown its annual recurring revenue (ARR) by approximately 7 times, enhancing its product capabilities and market strategy [3] Company Overview - Subsplash, co-founded by CEO Tim Turner, offers an integrated suite of AI capabilities, including mobile apps, media delivery, digital giving, and church management tools [2][5] - The company has introduced new features in live streaming, church management, and AI-powered content, solidifying its position as a category leader [3] Investment Insights - K1 has successfully executed five exits to strategic buyers and three to publicly traded acquirers in the last year, indicating a strong performance despite challenging market conditions [4][6] - Notable recent exits include Irwin sold to FactSet, GoCanvas sold to Nemetschek Group, and Axcient sold to ConnectWise, contributing to a record year of distributions for K1 in 2024 [4][6] Strategic Focus - K1 emphasizes backing founder-led companies and scaling them into category leaders, as demonstrated by the success of Subsplash [4][6] - The firm has invested in over 250 companies since its inception, focusing on high-growth B2B software businesses [6][7]

Core Insights - Roper Technologies reported adjusted earnings of $4.87 per share for Q2 2025, exceeding the Zacks Consensus Estimate of $4.82, marking a 9% year-over-year increase [1][10] - The company's net revenues reached $1.94 billion, surpassing the consensus estimate of $1.93 billion, with a 13% year-over-year growth driven by 7% organic growth and 6% from acquisitions [2][10] Segment Performance - Application Software segment generated revenues of $1.09 billion, accounting for 56.3% of total revenues, with a 17% year-over-year increase and 6% organic growth, supported by strong performance from Deltek, PowerPlan, Aderant, and Vertafore [3][10] - Network Software & Systems reported revenues of $385.4 million, representing 19.8% of total revenues, with a 6% year-over-year growth and 5% organic growth, driven by ConstructConnect and DAT businesses [4] - Technology Enabled Products segment achieved revenues of $463.3 million, making up 23.9% of total revenues, with a 10% year-over-year increase and 9% organic growth, led by Verathon and Neptune businesses [5] Financial Metrics - Roper's cost of sales increased by 14.3% year over year to $598.2 million, while gross profit rose by 12.7% to approximately $1.35 billion, resulting in a slight decrease in gross margin to 69.2% [6] - Selling, general and administrative expenses increased by 14% year over year to $797.1 million, with adjusted EBITDA growing by 12% to $775 million, and a margin decrease of 60 basis points to 39.9% [6] - Cash and cash equivalents at the end of Q2 2025 were $242.4 million, up from $188.2 million at the end of December 2024, while long-term debt rose to $7.86 billion from $6.58 billion [7] Cash Flow and Shareholder Returns - Roper generated net cash of $932.8 million from operating activities in the first half of 2025, reflecting a 1.9% increase year over year, with capital expenditures totaling $26.0 million [8] - The company rewarded shareholders with a dividend payment of $177.2 million in the first half of 2025, representing a 10.3% year-over-year increase [8] Outlook - Roper has raised its 2025 outlook, expecting adjusted earnings per share to be in the range of $19.90-$20.05, up from the previous estimate of $19.80-$20.05, with total revenues anticipated to increase by 13% [11] - For Q3 2025, Roper anticipates adjusted earnings to be between $5.08 and $5.12 per share [11]