Core Viewpoint - Roper Technologies, Inc. (ROP) is set to release its fourth-quarter 2025 results on January 27, with expectations of steady earnings and revenue growth, supported by strong performance in its Application Software and Technology Enabled Products segments [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for Roper's fourth-quarter revenues is $2.09 billion, reflecting an 11.4% increase from the prior-year quarter [2][9]. - The consensus estimate for adjusted earnings is $5.14 per share, indicating a 6.9% growth from the year-ago quarter [2]. Segment Performance Insights - The Application Software segment is expected to generate $1.19 billion in sales, a 12.9% rise year-over-year, driven by SaaS adoption and GenAI innovations [4][9]. - The Technology Enabled Products segment is projected to achieve $460 million in sales, marking a 2.9% increase from the previous year, supported by demand for ultrasonic meters and cloud-based solutions [5]. - The Network Software segment's sales are estimated at $424 million, benefiting from strong demand in construction and freight match markets, as well as GenAI-powered solutions [6]. Acquisition Impact - Recent acquisitions, including Subsplash and CentralReach, are expected to enhance Roper's top-line performance due to their modern technology platforms and strong recurring revenue bases [7][8][9]. Margin Considerations - Despite positive growth factors, rising operating costs related to the amortization of acquired assets may negatively impact Roper's margin performance [8][10].

Q3 2025 Financial results October 23, 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 ...

Core Viewpoint - Roper Technologies, Inc. is set to release its third-quarter 2025 results on October 23, with expectations of continued revenue and earnings growth based on strong performance across various segments [1][2]. Revenue and Earnings Estimates - The consensus estimate for Roper's revenues is $2.02 billion, reflecting a growth of 14.3% year-over-year [2]. - The adjusted earnings estimate is $5.11 per share, indicating a growth of 10.6% from the previous year [2]. Segment Performance Expectations - The Application Software segment is expected to see revenue growth of 18.3% year-over-year to $1.16 billion, driven by strong performance in Aderant, Deltek, Vertafore, and PowerPlan businesses, aided by SaaS adoption and GenAI innovations [3][4]. - The Technology Enabled Products segment is projected to grow by 12.2% to $463.5 million, supported by demand for ultrasonic meters and cloud-based solutions [5]. - The Network Software segment is estimated to generate $390 million in revenue, a 6.3% increase year-over-year, benefiting from strong demand in construction and freight match markets [6]. Impact of Acquisitions - Recent acquisitions, including CentralReach and Trucker Tools LLC, are expected to enhance Roper's performance through synergistic gains and improved service offerings [7]. Cost and Margin Considerations - Operating costs are anticipated to rise, with selling, general, and administrative expenses expected to reach $827.2 million, a 14.1% increase year-over-year, which may impact margin performance [8].