Roper (NasdaqGS:ROP) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Speaker1Good morning. The Roper Technologies conference call will now begin. Today's call is being recorded. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero on your touch-tone telephone. I would now like to turn the call over to Zach Moxcey, Vice President of Investor Relations. Please go ahead.Speaker4Good morning, and thank you ...

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 ...

I asked Michael about how they figured out the $3 price for the DAT before the token launched.https://t.co/lEIGCf1QJuThe Rollup (@therollupco):Michael Heinrich on OG Token Launch & DAT"We had to get an independent third party to say, we believe this is a fair price. They said, based on a number of historical factors and other things, we believe $3 per token is a fair price." https://t.co/C7397pOn1G ...

Mega Matrix Inc. (NYSE: MPU) filed a $2 billion universal shelf registration statement (Form F-3) to support its stablecoin governance token DAT strategy, aimed at accumulating tokens such as Ethena’s ENA. https://t.co/IJTPBfAFXE ...

RT Nom (@TheOnlyNom)Looking forward to expanding the scope of products contributing to $BONK's DAT, and to working on growing the BONK Under Management for $SHOT! ...

Heard of Liquid Collective's LsETH?Their fast growth shows how quickly established DeFi playground can change when institutions get involved.Thanks to @SharpLinkGaming's DAT, LsETH has become the largest LST for $ETH.It's coming to Aave as well. https://t.co/fTKFhgQYFVTom Wan (@tomwanhh):lsETH by @liquid_col has reached $1.7B TVL and surpassed mETH to become the 4th largest ETH LST.The main catalyst comes from @SharpLinkGaming, which is now holding 70% ($1.2B) of the supply. https://t.co/cBYiLaY5xP ...

Summary of Roper (ROP) FY Conference Call - August 11, 2025 Company Overview - Roper is a vertical market software and technology compounder, focusing on compounding cash flow in the mid-teens sustainably over a long period of time [4][5] - The company operates 29 businesses that are leaders in niche vertical markets, emphasizing organic growth and acquisitions to drive expansion [5][6] Core Business Strategy - Roper achieves growth through: - Organic growth of existing portfolio, currently at 6% to 7%, with a target of 7% to 7.5% [6][25] - Strategic acquisitions of niche market leaders, leveraging cash flow and investment-grade leverage [6][7] - The company aims to improve organic growth and capture more value from mergers and acquisitions (M&A) [7][19] Market Position and Competitive Advantage - Roper focuses on niche markets that are less prone to disruption, allowing for high gross retention and strong customer relationships [10][11] - The company emphasizes a decentralized operational structure, enabling agility and accountability at the business unit level [12][13] - Roper is investing in generative AI and other resources to enhance business performance and innovation [14][14] Recent Acquisitions and Growth Opportunities - Roper has acquired businesses like Central Reach and SubSplash, which are positioned in growing markets with strong retention rates [28][34] - Central Reach serves the autism services space, addressing a significant gap in care, while SubSplash focuses on church management software, benefiting from increased engagement and giving [30][34] - The company anticipates these acquisitions will contribute to organic growth and cash flow generation [29][30] Macro Environment and Market Dynamics - Roper's government contracting business (Deltek) has faced challenges but is expected to benefit from pent-up demand and favorable contract types [47][48] - The freight market has been in a recession, but Roper's DAT business is tracking mid-single-digit growth, with potential for improvement [49][50] - The healthcare sector remains strong, with Roper's solutions positioned well to manage costs [51] Risks and Challenges - Roper acknowledges potential execution risks with new acquisitions, particularly with ProCare, and is implementing measures to mitigate these risks [37][42] - The company is enhancing its market diligence and forecasting capabilities to better navigate potential challenges [39][40] AI and Technology Integration - Roper is actively exploring AI applications across its portfolio, aiming to enhance productivity and innovation [69][71] - The company is focused on modernizing its code base and leveraging AI to drive growth and efficiency [75][76] Future Outlook - Roper aims to achieve high single-digit organic growth by leveraging its existing portfolio and new acquisitions [25][26] - The company remains optimistic about the M&A environment, with a $5 billion capacity for acquisitions and a focus on disciplined valuation [60][62] - Roper believes that as long as there are entrepreneurs and capital, new opportunities will continue to emerge [88][90]