Third quarter 2025 highlights "Roper delivered another strong quarter and once again demonstrated the durability of our business model, with 14% revenue growth, 13% EBITDA growth, and 17% free cash flow growth," said Neil Hunn, Roper Technologies' President and CEO. "During the quarter, we continued to execute our strategy of acquiring businesses that enhance shareholder value creation, deploying $1.3 billion toward Subsplash and several bolt-on acquisitions. Importantly, all of our businesses continue to a ...

Core Insights - Roper Technologies reported strong financial performance for Q3 2025, with 14% revenue growth, 13% EBITDA growth, and 17% free cash flow growth, demonstrating the resilience of its business model [3][8] - The company is actively pursuing acquisitions to enhance shareholder value, deploying $1.3 billion towards Subsplash and other bolt-on acquisitions, while also focusing on AI innovation across its business segments [3][4] - Roper has adjusted its full-year 2025 DEPS guidance to a range of $19.90 - $19.95, reflecting underlying trends and dilution from recent acquisitions [4][5] Financial Performance - Revenue increased by 14% to $2.02 billion, with acquisition contributions accounting for 8% and organic revenue growth at 6% [8][11] - GAAP net earnings rose by 8% to $398 million, while adjusted net earnings increased by 12% to $557 million [8][12] - Adjusted EBITDA grew by 13% to $810 million, with operating cash flow increasing by 15% to $870 million and free cash flow rising by 17% to $842 million [8][15] Guidance and Future Outlook - For Q4 2025, the company expects adjusted DEPS of $5.11 - $5.16, which includes a $(0.05) impact from third-quarter acquisitions [5][16] - Roper anticipates total revenue growth of approximately 13% and organic revenue growth of about 6% for the full year [4][5] Share Repurchase Program - Roper's Board of Directors has authorized a share repurchase program of up to $3 billion, allowing for open-market purchases or privately negotiated transactions [6][21] Segment Performance - The Application Software segment generated $1.16 billion in revenue, while Network Software and Technology Enabled Products contributed $413.4 million and $443.1 million, respectively [27][28] - Gross profit margins for Application Software, Network Software, and Technology Enabled Products were 69.0%, 83.9%, and 57.6%, respectively [28]

Roper Technologies, Inc. (ROP) is scheduled to release third-quarter 2025 results on Oct. 23, before market open.The Zacks Consensus Estimate for Roper’s third-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average surprise being 1.5%.The Zacks Consensus Estimate for the company’s revenues is pegged at $2.02 billion, indicating growth of 14.3% from the pr ...

Core Insights - DAT Freight & Analytics has launched the Carrier Management Suite, a carrier-qualification product integrated into the DAT One load board, allowing freight brokers to determine which carriers can access their loads based on various factors such as authority status and insurance [1][2]. Group 1: Product Features - The Carrier Management Suite differentiates itself from third-party rating systems by integrating carrier authentication directly into the procurement process on DAT One, enhancing the efficiency of matching brokers with carriers [2][3]. - The suite includes Qualification Settings that enable brokers to set standards for which carriers can view their load posts, streamlining the vetting process and reducing unnecessary calls from unqualified carriers [5]. - Company Profiles within the suite build upon the DAT Directory, providing brokers with comprehensive carrier information and allowing carriers to present detailed descriptions of their services [5]. Group 2: Security and Trust - The Carrier Management Suite is part of a broader set of security and fraud-prevention tools for DAT One, which includes stronger login authentication and behavioral monitoring for identity verification and risk assessment [4]. - The integration of insights from Trucker Tools allows brokers to search specifically for carriers based on automated tracking and visibility, enhancing the overall trust and reliability of the network [5]. Group 3: Company Overview - DAT Freight & Analytics operates the DAT One truckload freight marketplace and various analytics and visibility platforms, serving shippers, brokers, and carriers with market trends and data insights [6]. - Founded in 1978 and headquartered in Beaverton, Oregon, DAT is a business unit of Roper Technologies and continues to innovate in the trucking and logistics industry [7].

Core Insights - Roper Technologies, Inc. operates in defensible niche markets with a market cap of $53.6 billion, focusing on vertical software and technology-enabled products [1] - Analysts anticipate a non-GAAP profit of $5.11 per share for Q3, reflecting a 10.6% increase from the previous year [2] - For fiscal 2025, adjusted EPS is expected to reach $20.28, a 10.8% increase from 2024, with further growth projected for fiscal 2026 [3] Financial Performance - Roper's stock has declined by 9.8% over the past 52 weeks, underperforming the S&P 500's 17.6% gain and the Technology Select Sector SPDR Fund's 29% increase [4] - Following the release of Q2 results, Roper's stock gained 1.3%, with net revenues increasing by 13.2% year-over-year to $1.9 billion, driven by 7% organic revenue growth and 6% from acquisitions [5] Analyst Ratings - The consensus opinion on Roper's stock is moderately bullish, with a "Moderate Buy" rating from 18 analysts; 10 recommend "Strong Buy," 1 "Moderate Buy," 6 "Hold," and 1 "Strong Sell" [6] - The mean price target for Roper's stock is $640.14, indicating a potential upside of 28.6% from current levels [6]

Group 1: Ecolab Inc - Ecolab Inc reported strong financial performance with a revenue increase of 10% year-over-year, reaching $3.8 billion in the latest quarter [1] - The company emphasized its commitment to sustainability and innovation, which are expected to drive future growth [1] - Ecolab's water management solutions are gaining traction, contributing significantly to its overall revenue [1] Group 2: Roper Technologies Inc - Roper Technologies Inc experienced a revenue growth of 8% year-over-year, totaling $1.5 billion in the recent quarter [1] - The company highlighted its strategic acquisitions that have expanded its product offerings and market reach [1] - Roper's focus on software and technology solutions is positioning it well for future opportunities in various sectors [1] Group 3: California Water Service Group - California Water Service Group reported a revenue increase of 5% year-over-year, amounting to $200 million in the latest financial results [1] - The company is actively investing in infrastructure improvements to enhance service reliability and efficiency [1] - Regulatory changes and environmental considerations are influencing the company's operational strategies and growth prospects [1]

Financial Results Announcement - Roper Technologies, Inc. will release its financial results for Q3 2025 on October 23, 2025, before market opens [1] - A conference call to discuss these results is scheduled for 8:00 AM ET on the same day, accessible via webcast or by phone [1] Company Overview - Roper Technologies is a member of the Nasdaq 100, S&P 500, and Fortune 1000, with a strong track record of compounding cash flow and shareholder value [2] - The company operates in niche markets, designing and developing vertical software and technology-enabled products [2] - Roper employs a disciplined approach to redeploy excess capital towards high-quality acquisitions [2]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring, I believed that Roper Technologies, Inc. (NASDAQ: ROP ) continued to execute well. The company excels in niche markets, thanks to a strong focus on software, which in combination wi ...

Accessibility StatementSkip Navigation Loveland to Lead Customer Success and Value Initiatives DENVER, Sept. 30, 2025 /PRNewswire/ -- Procare Solutions, a leader in child care management software, announced the appointment of Sam Loveland as Chief Customer Officer. In this role, Loveland will be responsible for advancing the customer experience and enabling early childhood education providers to maximize the benefits of Procare. Continue Reading Sam Loveland will be responsible for advancing the customer ex ...

Core Viewpoint - Roper Technologies (ROP) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. Recent Performance and Outlook - Roper Technologies is projected to earn $20.28 per share for the fiscal year ending December 2025, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for Roper Technologies has increased by 1.9%, reflecting a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% of stocks receiving a "Strong Buy" or "Buy" rating [9][10]. - The upgrade of Roper Technologies to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for higher stock prices in the near term [10].