Core Insights - Roper Technologies demonstrated strong financial performance in 2025, achieving 12% total revenue growth, 11% EBITDA growth, and 8% free cash flow growth, while also executing a significant M&A strategy with $3.3 billion deployed towards high-quality vertical software businesses [4][8] - The company is entering 2026 with a stronger foundation, focusing on innovation and capital deployment, particularly in AI, with a robust pipeline of acquisition opportunities [5][6] Financial Performance - Fourth quarter 2025 revenue increased by 10% to $2.06 billion, with acquisition contributions of 5% and organic revenue growth of 4% [8] - Full year 2025 revenue rose by 12% to $7.90 billion, with acquisition contributions of 7% and organic revenue growth of 5% [8] - GAAP net earnings for Q4 2025 decreased by 7% to $428 million, while adjusted net earnings increased by 8% to $561 million [8][12] - Adjusted EBITDA for Q4 2025 increased by 10% to $818 million, and for the full year, it rose by 11% to $3.14 billion [8][12] Shareholder Returns - The company repurchased 1.12 million shares for $500 million as part of its share repurchase program [4][8] - For 2026, Roper expects adjusted diluted earnings per share (DEPS) of $21.30 to $21.55, with total revenue growth projected at approximately 8% and organic revenue growth of 5% to 6% [6][15] Strategic Focus - Roper is enhancing its leadership talent, AI capabilities, and capital deployment discipline to capture significant opportunities in AI across its businesses [5] - The company has a large pipeline of attractive acquisition opportunities and the flexibility to utilize its share repurchase program to support long-term growth [5]
Roper Technologies announces 2025 financial results