More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 grew by 12% to $1,900,000,000, with organic revenue increasing by 5% [6][17] - EBITDA reached $740,000,000, up over 9% year-over-year, with a reported EBITDA margin of 39.3%, down 90 basis points from the prior year [18][19] - Diluted EPS was $4.78, exceeding guidance of $4.70 to $4.75 [20] - Free cash flow for Q1 was $507,000,000, down 1% year-over-year, impacted by a legal settlement [20][21] Business Line Data and Key Metrics Changes - Application Software segment revenue grew by 19% in total and 6% organically, with EBITDA margins at 41.4% [23] - Network Software segment organic revenue grew by 1%, with EBITDA margins remaining strong at 55.3% [28] - TEP segment revenue grew by 6% on both total and organic bases, with EBITDA margins at 36.2% [31] Market Data and Key Metrics Changes - Over 85% of revenues are generated in the U.S., with over 85% of software revenues recurring [8] - Central Reach, acquired for $1,650,000,000, is expected to deliver approximately $175,000,000 in revenue and $75,000,000 in EBITDA for the TTM period ending June 2026 [11][12] Company Strategy and Development Direction - The company is raising its full-year total revenue guidance from 10% to approximately 12% due to a solid start to the year and the completion of the Central Reach acquisition [7][38] - The company emphasizes its durable business model, with a focus on capital deployment and maintaining over $5,000,000,000 of available capital for acquisitions [6][41] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the macroeconomic environment, noting that while there is uncertainty, the pipeline remains robust [49] - The company expects organic growth rates to remain in the mid-single digits for the year, despite some challenges in specific segments like Deltek [66] Other Important Information - The acquisition of Central Reach is seen as a strategic move to enhance the company's offerings in the autism care market, with expected growth drivers including a shortage of ABA therapists [12][15] - The company is actively pursuing additional acquisition opportunities, with a strong pipeline of potential deals [22][42] Q&A Session Summary Question: What is the perspective on private equity behavior? - Management noted a slowdown in deal activity due to macro uncertainty but highlighted a robust pipeline and ongoing conversations with sponsors [48] Question: What is the exposure of Deltek to government contracting? - Deltek's business is 60% focused on federal government contractors, with current uncertainties affecting growth rates [51][52] Question: Will free cash flow return to growth in June? - Management indicated that free cash flow is expected to be back-end weighted, with stronger performance anticipated in the second half of the year [56][58] Question: How does Central Reach's AI revenue look? - Central Reach's AI products are new and not yet a material revenue source, but they are expected to be significant growth drivers moving forward [81] Question: What is the outlook for core EBITDA margins? - Core EBITDA margins are expected to improve slightly throughout the year, with acquisition margins anticipated to increase as well [85]

Q1 2025 Financial results April 28, 2025 Safe harbor statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be indi ...

Roper Technologies (ROP) came out with quarterly earnings of $4.78 per share, beating the Zacks Consensus Estimate of $4.73 per share. This compares to earnings of $4.41 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.06%. A quarter ago, it was expected that this industrial equipment maker would post earnings of $4.72 per share when it actually produced earnings of $4.81, delivering a surprise of 1.91%.Over the last four qua ...

Revenue and Earnings - Total revenue for Q1 2025 increased by 12% to $1.88 billion, with an 8% contribution from acquisitions and 5% organic growth[7] - GAAP net earnings decreased by 13% to $331 million, while adjusted net earnings increased by 9% to $517 million[7] - Adjusted DEPS for Q1 2025 rose by 8% to $4.78, compared to $4.41 in Q1 2024[14] - The company expects full year 2025 adjusted DEPS to be between $19.80 and $20.05, up from previous guidance of $19.75 to $20.00[5] - Full year total revenue growth outlook has been increased to approximately 12%, compared to the previous outlook of over 10%[5] - Net revenues for Q1 2025 increased to $1,882.8 million, up 12.0% from $1,680.7 million in Q1 2024[26] - Net earnings for Q1 2025 were $331.1 million, a decrease of 13.3% compared to $382.0 million in Q1 2024[26] Cash Flow and Margins - Trailing-twelve-months free cash flow grew by 12% with a free cash flow margin of 31%[4] - Operating cash flow for Q1 2025 decreased by 1% to $529 million, while trailing-twelve-months adjusted operating cash flow increased by 12% to $2.39 billion[15] - Adjusted EBITDA for Q1 2025 increased by 9% to $740 million, with an adjusted EBITDA margin of 39.3%[12] - Gross profit margin decreased to 68.7% in Q1 2025 from 70.3% in Q1 2024, with gross profit amounting to $1,293.7 million[27] - Cash provided by operating activities was $528.7 million, slightly down from $531.5 million in Q1 2024[29] Assets and Liabilities - Total assets increased to $31,418.8 million as of March 31, 2025, compared to $31,334.7 million at the end of 2024[25] - Total liabilities decreased to $12,195.2 million from $12,467.1 million at the end of 2024[25] - Cash and cash equivalents rose to $372.8 million at the end of Q1 2025, up from $188.2 million at the end of 2024[29] Segment Performance and Acquisitions - Application Software segment revenues increased to $1,068.2 million, representing 56.7% of total revenues in Q1 2025[27] - The acquisition of CentralReach, completed on April 23, 2025, is expected to enhance the company's recurring revenue base[4] - Acquisitions of businesses in Q1 2025 amounted to $124.9 million, significantly lower than $1,858.7 million in Q1 2024[29] - The company remains well-positioned for future growth through disciplined capital deployment and a strong pipeline of acquisition opportunities[4] - The company reported an operating profit of $597.1 million, up from $542.8 million in Q1 2024, reflecting a margin of 31.7%[27]

Core Insights - Roper Technologies, Inc. reported a strong start to 2025 with total revenue growth of 12%, driven by 8% from acquisitions and 5% organic growth [3][4] - The company has increased its full year guidance for 2025, expecting adjusted diluted earnings per share (DEPS) of $19.80 - $20.05, up from the previous range of $19.75 - $20.00 [4][5] - Roper completed the acquisition of CentralReach, enhancing its cloud-native software offerings for Applied Behavior Analysis therapy [3][5] Financial Performance - Total revenue for Q1 2025 was $1.88 billion, a 12% increase from $1.68 billion in Q1 2024, with organic revenue growth of 5% and acquisition contribution of 8% [8][10] - GAAP net earnings decreased by 13% to $331 million, while adjusted net earnings increased by 9% to $517 million [8][10] - Adjusted EBITDA rose by 9% to $740 million, with an adjusted EBITDA margin of 39.3% [8][10] Cash Flow and Capital Management - Trailing twelve-months free cash flow grew by 12% to $2.39 billion, with a free cash flow margin of 31% [3][8] - Operating cash flow for Q1 2025 was $529 million, a slight decrease of 1% compared to $531 million in Q1 2024 [12][26] - The company maintains a disciplined capital deployment strategy, supported by significant M&A capabilities and a robust pipeline of acquisition opportunities [3][4] Segment Performance - Application Software segment generated $1.07 billion in revenue, while Network Software and Technology Enabled Products segments contributed $375.9 million and $438.7 million, respectively [24] - Gross profit margins for Application Software, Network Software, and Technology Enabled Products were 67.5%, 84.0%, and 58.7%, respectively [24][25] Guidance and Outlook - Roper expects full year 2025 total revenue growth to be approximately 12%, up from a previous outlook of 10%+, with organic revenue growth anticipated at 6% - 7% [4][5] - For Q2 2025, the company projects adjusted DEPS of $4.80 - $4.84 [4][13]

Earnings Report - Roper Technologies, Inc. is set to release its first-quarter earnings results on April 28, with expected earnings of $4.74 per share, an increase from $4.41 per share in the same period last year [1] - The company anticipates quarterly revenue of $1.88 billion, up from $1.68 billion a year earlier [1] Acquisition Deal - On March 24, Roper Technologies announced the acquisition of CentralReach from Insight Partners for a net purchase price of approximately $1.65 billion [2] - Following the announcement, Roper Technologies shares experienced a decline of 0.4%, closing at $557.70 [2] Analyst Ratings - JP Morgan analyst Stephen Tusa maintained a Neutral rating and reduced the price target from $558 to $465 [5] - Stifel analyst Brad Reback initiated coverage with a Buy rating and a price target of $685 [5] - Oppenheimer analyst Christopher Glynn maintained an Outperform rating and raised the price target from $630 to $640 [5] - Raymond James analyst Brian Gesuale reiterated a Strong Buy rating and increased the price target from $620 to $655 [5] - Barclays analyst Julian Mitchell maintained an Underweight rating and lowered the price target from $569 to $562 [5]

Procare and ChildPlus software hold the prestigious SOC 2 Type 2 certification, a gold standard for secure and trustworthy data management DENVER, April 15, 2025 /PRNewswire/ -- Procare Solutions, a leader in child care management software, is pleased to announce that ChildPlus, a Procare Solutions company serving Head Start providers, has also received the distinction of being SOC 2 Type 2 compliant by taking steps far beyond what is required by law to secure data. Procare Solutions stands out as one of th ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Roper Technologies (ROP) . This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.When looking at the last two reports, this industrial equipment maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 1.95%, on average, i ...

SARASOTA, Fla., April 03, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its financial results for the first quarter of 2025, ended March 31, 2025, will be released before the market opens on Monday, April 28, 2025. A conference call to discuss these results has been scheduled for 8:00 AM ET on Monday, April 28, 2025. The call can be accessed via webcast or by dialing +1 800-836-8184 (US/Canada) or +1 646-357-8785, using conference call ID 07867. Webcast information and confe ...