Roper Technologies Inc. (NASDAQ:ROP) Q1 2023 Earnings Conference Call April 27, 2023 8:00 AM ET Company Participants Zack Moxcey - Vice President of Investor Relations Neil Hunn - President & Chief Executive Officer Jason Conley - Vice President & Chief Accounting Officer Conference Call Participants Deane Dray - RBC Capital Markets Scott Davis - Melius Research Terry Tillman - Truist Securities Steve Tusa - JPMorgan Julian Mitchell - Barclays Joe Giordano - Cowen Allison Poliniak - Wells Fargo Joe Vruwink ...

SUBSTANTIAL OUTPERFORMANCE CUMULATIVE TOTAL SHAREHOLDER RETURN (IPO – 12/31/22) Roper Technologies, Inc. S&P 500 $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 TOTAL SHAREHOLDER RETURN (12/31/03 – 12/31/22) 404% 1,863% S&P 500 ROP PAGE 3 ROPER'S REVENUE COMPOSITION Vertical Software $4.0B Medical & Water Products $1.3B Recurring $2.9B Reoccurring $0.4B Services & Other $0.5B Perpetual Licenses $0.2B SaaS Subscription $2.1B On-Prem Annual Maintenance $0.9B 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% $5.4B ...

SAFE HARBOR STATEMENT PAGE 2 ROPER'S REVENUE COMPOSITION | --- | --- | |-------------------------------------------------------------|-------| | | | | | | | | | | INVESTOR PRESENTATION BARCLAYS CONFERENCE FEBRUARY 23, 2023 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | We refer to certain non-GAAP financial measures in this presentation. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures can be found within this presentation. | --- | --- | --- | |-------| ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 -------------------------- FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ 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) ---------------- (State or o ...

Roper Technologies Inc. (NASDAQ:ROP) Q4 2022 Results Conference Call January 27, 2023 8:00 AM ET Company Participants Zack Moxcey - Vice President-Investor Relations Neil Hunn - President and Chief Executive Officer Jason Conley - Vice President and Chief Accounting Officer Brandon Cross - Vice President Audit Services at Roper Technologies, Inc. Robert Crisci - Executive Vice President and Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Scott Davis - Melius Research J ...

Roper TECHNOLOGIES INVESTOR PRESENTATION RAYMOND JAMES TECHNOLOGY INVESTORS CONFERENCE DECEMBER 7, 2022 SIMPLE IDEAS. POWERFUL RESULTS. SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking 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 contribu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ROPER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) FORM 10-Q 6901 Professional Parkway, Suite 200 Sarasota, Florida 34240 (Address of principal executive offices) (Zip Code) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period en ...

Roper Technologies, Inc. (NASDAQ:ROP) Q3 2022 Earnings Conference Call October 26, 2022 8:00 AM ET Company Participants Zack Moxcey – Vice President-Investor Relations Neil Hunn – President and Chief Executive Officer Rob Crisci – Executive Vice President and Chief Financial Officer Jason Conley – Vice President and Chief Accounting Officer Conference Call Participants Deane Dray – RBC Capital Markets Scott Davis – Melius Research Joe Giordano – Cowen Christopher Glynn – Oppenheimer Julian Mitchell – Barcla ...

| --- | --- | |--------------------------------------------|-------| | | | | | | | | | | Q3 2022 FINANCIAL RESULTS OCTOBER 26, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired bu ...

Summary of Roper Technologies, Inc. Conference Call on Frontline Education Acquisition Company and Industry - **Company**: Roper Technologies, Inc. (NASDAQ: ROP) - **Acquisition Target**: Frontline Education - **Industry**: K-12 Education Software Solutions Key Points and Arguments 1. **Acquisition Details**: Roper Technologies announced the acquisition of Frontline Education for $3.725 billion, with a net purchase price of $3.375 billion after accounting for a $350 million tax benefit, resulting in a valuation of approximately 19x 2023 EBITDA [7][9]. 2. **Financial Performance**: For calendar year 2023, Frontline is expected to generate revenue of approximately $370 million and EBITDA of around $175 million, yielding EBITDA margins exceeding 47% [9]. 3. **Recurring Revenue Model**: Frontline's business model is characterized by over 90% recurring revenue, high single-digit organic growth, and strong cash conversion due to a negative net working capital profile [7][10]. 4. **Market Position**: Frontline is a leading provider of SaaS solutions in the K-12 education market, serving approximately 10,000 school districts across the U.S. with a product portfolio of 30 offerings [11][12]. 5. **Growth Drivers**: The company has high gross retention rates in the mid-90% range and net retention rates between 107% and 108%, indicating strong customer loyalty and growth potential [10][28]. 6. **Regulatory Environment**: The K-12 education market is highly regulated on a state-by-state basis, which presents a barrier to entry for new competitors [18]. 7. **Tax Benefits**: The tax benefit from the acquisition is projected to average about $35 million annually for the first ten years, with a slightly higher amount in the initial five years [19]. 8. **Competitive Landscape**: The K-12 education software market is fragmented, with less than half of the market currently vended. Frontline's competitive advantage lies in its administrative software solutions, which are less competitive than other areas like student information systems [24][48]. 9. **Future Growth Potential**: The K-12 market is in the early stages of digital transformation, providing significant opportunities for growth as districts automate workflows and processes [12][28]. 10. **Employee Base**: Frontline has a workforce of over 1,000 employees, including offshore development capabilities [40]. Additional Important Information - **M&A Strategy**: Frontline has a history of bolt-on acquisitions and is expected to continue pursuing opportunities that align with its product offerings and enhance its market reach [38]. - **Impact of COVID-19**: The pandemic did not significantly boost demand for Frontline's services, although it did lead to increased funding for K-12 systems, primarily for one-time expenses [33]. - **Pricing Power**: Frontline has historically been able to implement price increases in the range of 4%, with potential for slightly higher pricing in the near term due to inflation [36]. This summary encapsulates the essential details and insights from the conference call regarding Roper Technologies' acquisition of Frontline Education, highlighting the strategic fit, financial metrics, and market dynamics.