Core Insights - PowerPlan, Inc. has announced the appointment of Raphael (Rafi) Shure as the new President and CEO, succeeding Joe Gomes, who will transition to lead Procare Solutions effective March 14, 2025 [1][3] Company Overview - PowerPlan has over 30 years of experience in providing financial software and solutions for the utility and energy sectors, helping companies make informed financial decisions [4] - The company operates as an independent subsidiary of Roper Technologies, which is part of the Nasdaq 100, S&P 500, and Fortune 1000 [4] Leadership Transition - Rafi Shure has a strong background in the technology sector, previously serving as Chief Operating Officer at Aderant for over 12 years, contributing to significant company growth [2] - Shure holds a bachelor's degree from Cornell University and an MBA with honors from the University of Chicago Booth School of Business [2] - Current CEO Joe Gomes expressed confidence in Shure's leadership abilities, indicating that he is well-suited to guide PowerPlan into its next growth phase [3]

Core Insights - PowerPlan, Inc. has announced the appointment of Raphael (Rafi) Shure as the new President and CEO, succeeding Joe Gomes, who will transition to lead Procare Solutions effective March 14, 2025 [1][6] Group 1: Leadership Transition - Raphael Shure has a strong background in the technology sector, previously serving as Chief Operating Officer at Aderant for over 12 years, contributing to significant company growth [2] - Shure holds a bachelor's degree from Cornell University and an MBA with honors from the University of Chicago Booth School of Business [2] - Mike Corkery, Senior Vice President at Roper Technologies, expressed confidence in Shure's leadership and strategic vision to drive PowerPlan's success [3] Group 2: Company Background - PowerPlan has been a key player in providing financial software and solutions for the energy industry for over 30 years, helping utility and energy companies make informed financial decisions [4] - The company operates as an independent subsidiary of Roper Technologies, which is part of the Nasdaq 100, S&P 500, and Fortune 1000 [4]

Company Overview - Procare Solutions is a leading provider of child care management software with over 30 years of experience in empowering early childhood educators [3][4] - The company has over 40,000 satisfied customers who trust Procare Solutions for exceptional care for young minds [4] Leadership Change - Joe Gomes has been appointed as the new President and CEO of Procare Solutions, bringing 25 years of leadership experience [1][2] - Gomes previously served as President and CEO at PowerPlan, where he led the company through transformational growth, managing solutions for over $4 trillion in infrastructure [1] Strategic Direction - Gomes will focus on advancing Procare Solutions' mission to deliver solutions that support the care, safety, and education of children [2] - He aims to shape the company's strategic direction and maintain its position as a market leader in the industry [2]

Core Viewpoint - Roper Technologies has achieved remarkable total returns of approximately 3,740% since 2000, significantly outperforming the S&P 500, making it one of the most successful stocks in the index [1][2] Company Overview - Roper operates a diversified portfolio of around 28 independent businesses, focusing on acquiring and growing niche, market-leading technology companies [2][4] - The company has transitioned from industrial applications to technology-first solutions, with 75% of its sales now derived from vertical software solutions [5][6] Financial Performance - Roper has consistently raised its dividend payments for 27 consecutive years, increasing quarterly payouts 36-fold during this period [2] - The company reported a 14% revenue growth and a 16% increase in free cash flow (FCF) in the fourth quarter, despite integrating two recent acquisitions valued at $3.6 billion [9] - Roper has grown its FCF by an impressive 22% annually over the last decade, which is crucial for funding its acquisition strategy [8] Business Segments - Roper's business segments include: - **Application Software (56% of sales)**: Serves markets like healthcare, education, and government contracting, with Deltek being a significant player [7] - **Network Software (20% of sales)**: Focuses on construction data, food supply chains, and freight matching, with subsidiaries forming North America's largest freight spot market [7] - **Technology-Enabled Products (24% of sales)**: Provides solutions for water and medical industries, with Neptune Technology Group being a key business line [7] Dividend Growth - Roper has increased its dividend payments by 20% annually over the last decade, utilizing only 14% of its FCF for these payments, indicating strong potential for future increases [10] - The company’s dividend yield is currently 0.5%, but long-term investors have seen substantial rewards, with a 19% annual dividend payment compared to their original cost basis [11] Investment Outlook - Roper Technologies is positioned as a premium business trading at a fair price, with a focus on high-margin verticals and a strong acquisition strategy, making it a stock to watch for potential investment [12]

Group 1 - Roper Technologies reported strong annual results for the year 2024, leading to a 5% increase in stock price during the session [1] - The company aims to identify and invest in the best businesses globally to create a long-term portfolio that can outperform the market [1]

Core Insights - Roper Technologies' shares increased by 7% following the release of earnings and guidance that exceeded analysts' expectations, indicating the effectiveness of its growth strategy through acquisitions [1] - The company operates as a decentralized technology enterprise with 28 independent business segments, utilizing mergers and acquisitions to drive growth, achieving returns that outpace the S&P 500 by sixfold since 2000 [2] Financial Performance - In the fourth quarter, Roper reported a 14% increase in sales, with 8% attributed to M&A and 6% from organic growth, alongside a 16% rise in free cash flow [3] - The company is currently integrating two acquisitions made last year, valued at a total of $3.6 billion, which have expanded its campus commerce solutions and introduced cloud-based software for early childhood education, while achieving record free cash flow [4] Future Outlook - For 2025, management anticipates at least 10% revenue growth, with 6% expected to come from organic sources, and highlighted a robust M&A pipeline with approximately $5 billion available for new acquisitions [5]

Roper Technologies delivered strong fourth-quarter results exceeding market expectations, yet concerns linger about long-term organic growth sustainability.Software company Roper Technologies (ROP 5.74%) reported fourth-quarter and full-year earnings on Thursday, Jan. 30, that topped analysts' consensus estimates. Q4 revenue reached $1.88 billion, just ahead of expectations for $1.84 billion, and rose 16.6% year over year. Adjusted earnings per share (EPS) of $4.81 beat the anticipated $4.73.Overall, it was ...

Core Insights - Roper Technologies reported fourth-quarter 2024 adjusted earnings of $4.81 per share, exceeding the Zacks Consensus Estimate of $4.72, marking a 10% year-over-year increase [1] - The company's net revenues for the quarter reached $1.88 billion, surpassing the consensus estimate of $1.83 billion, and reflecting a 16% year-over-year growth [1] - For the full year 2024, Roper's net revenues totaled $7.04 billion, a 14% increase from the previous year, with adjusted earnings of $18.31 per share, also up 10% year over year [2] Segment Performance - The Application Software segment generated revenues of $1.06 billion, accounting for 56.3% of the quarterly total, with a year-over-year increase of 24.1% and organic revenue growth of 6% [3] - Network Software & Systems reported revenues of $373.5 million, representing 19.9% of the quarterly top line, with a 3% year-over-year growth and organic revenue increase of 3% [4] - The Technology Enabled Products segment achieved revenues of $446.7 million, making up 23.8% of the quarterly total, with a 12% year-over-year increase and organic revenue growth of 12% [5] Financial Metrics - Roper's cost of sales rose by 21.8% year over year to $594.8 million, while gross profit increased by 14% to approximately $1.28 billion, resulting in a gross margin decrease to 68.3% from 69.7% [6] - Selling, general and administrative expenses increased by 14.4% year over year to $757.6 million, with adjusted EBITDA growing by 13% to $744 million, leading to a margin decrease of 120 basis points to 39.6% [6] - The company had cash and cash equivalents of $188.2 million at the end of Q4 2024, down from $214.3 million at the end of December 2023, while long-term debt increased to $6.58 billion from $5.83 billion [7] Shareholder Returns - In 2024, Roper distributed $321.9 million in dividends to shareholders, reflecting a 10.9% year-over-year increase [8] Future Outlook - For 2025, Roper anticipates adjusted earnings per share from continuing operations to be in the range of $19.75-$20.00, with total revenues expected to increase by more than 10% and organic revenues projected to grow by 6-7% [10] - For Q1 2025, the company expects adjusted earnings to be between $4.70 and $4.74 per share [10]

For the quarter ended December 2024, Roper Technologies (ROP) reported revenue of $1.88 billion, up 16.3% over the same period last year. EPS came in at $4.81, compared to $4.37 in the year-ago quarter.The reported revenue represents a surprise of +2.45% over the Zacks Consensus Estimate of $1.83 billion. With the consensus EPS estimate being $4.72, the EPS surprise was +1.91%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Q4 2024 Financial results January 30, 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 in ...