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1. Company Snapshot

1.a. Company Description

Roper Technologies, Inc.designs and develops software, and engineered products and solutions.The company offers management, campus solutions, diagnostic and laboratory information management, enterprise management, information solutions, transportation management, financial and compliance management, and cloud-based financial analytics and performance management software; cloud-based software to the property and casualty insurance industry; and software, services, and technologies for foodservice operations.


It also provides cloud-based data, collaboration, and estimating automation software; electronic marketplace; visual effects and 3D content software; wireless sensor network and solutions; cloud-based software for the life insurance and financial services industries; supply chain software; health care service and software; RFID card readers; data analytics and information; and pharmacy software solutions.In addition, the company offers precision rubber and polymer testing instruments, and data analysis software; ultrasound accessories; testing and analyzing plastic solutions; dispensers and metering pumps; control valves; precision weighing equipment; automated surgical scrub and linen dispensing equipment; water meters; optical and electromagnetic measurement systems; automated leak detection equipment; medical devices; products and services for water and gas utilities; and equipment and consumables.It also provides temperature control and emergency shutoff valves; turbomachinery control hardware, software, and services; specialized pumps; flow meter calibrators and controllers; vibration monitoring systems and controls; analytical instrument; drilling power section; and pressure and level sensors.


The company was formerly known as Roper Industries, Inc.and changed its name to Roper Technologies, Inc.in April 2015.


The company was incorporated in 1981 and is based in Sarasota, Florida.

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1.b. Last Insights on ROP

Negative drivers behind Roper Technologies' recent performance include a disappointing Q4 earnings report, with sales missing estimates despite beating earnings expectations. The company's guidance for only 8% revenue growth next year also weighed on investor sentiment. Additionally, a downgrade from Melius Research to a hold rating and a new 52-week low contributed to the negative sentiment. Furthermore, the company's software business is seen as an anachronism in a world hungry for AI, and some investors reacted negatively to the tech conglomerate's performance.

1.c. Company Highlights

2. Roper Technologies Outpaces Expectations in Q1 2026

Roper Technologies surged in Q1 2026, reporting total revenue of $2.1 billion—a 11 % jump year‑over‑year—and an 8 % rise in EBITDA to $797 million. Net income per diluted share climbed 8 % to $5.16, beating consensus of $4.99. The company’s margin expansion reflects stronger application software and network software performance, underscoring strategic focus.

Publication Date: Apr -26

📋 Highlights
  • Revenue Growth:: Total revenue increased 11% to $2.1B, with organic growth of 6%, driven by strong performance across segments like Network Software (+14%) and Technology-Enabled Products (+9%).
  • EBITDA & DEPS:: EBITDA rose 8% to $797M; diluted EPS reached $5.16 (+8% YoY), with full-year DEPS guidance raised by $0.50 to $21.80-$22.05.
  • Capital Deployment:: $2.2B in share repurchases since November, with an additional $3B authorization, totaling $5B in firepower for M&A and buybacks over 12 months.
  • AI Acceleration:: Expanded AI integration across 85% of Application Software businesses, including six AI-powered agents at Vertafore, enhancing productivity and cloud transitions.
  • Segment Highlights:: NDI achieved record demand for electromagnetic tracking solutions; Neptune’s revenue declined <1% but outperformed expectations, while Verathon grew via BFlex and GlideScope demand.

Revenue Growth

Revenue climbed 11 % to $2.1 billion, with organic growth of 6 % underscoring healthy demand across the portfolio. Application and Network Software segments led the charge, posting 12 % and 14 % top‑line gains, respectively, while Technology‑Enabled Products added 9 %.

Segment Highlights

Application Software benefited from robust bookings and a 5 % organic lift, bolstered by enterprise gross retention. Network Software’s 14 % rise was driven by high retention and new enterprise deals, while NDI’s electromagnetic tracking solutions kept demand soaring in cardiac and orthopedic markets.

AI and Innovation

Roper accelerated AI across its businesses, launching AI‑enabled features that deepen core offerings. The AI strike team, led by Shane and Eddie, rolled out six agents at Vertafore’s conference, signaling a broader product roadmap and potential productivity gains [Staff].

Capital Deployment

Since November, Roper has repurchased 6 million shares for $2.2 billion, including 4.9 million year‑to‑date. The board granted an extra $3 billion in buyback capacity, leaving $3.8 billion of authorization and over $5 billion of total capital deployment for the next 12 months.

Guidance & Outlook

Full‑year DEPS guidance rose to $21.80‑$22.05, up $0.50 from the midpoint, while revenue growth remains around 8 % with organic growth of 5‑6 %. Mid‑single‑digit organic expansion is expected for Application and Network Software, tempered by a tough Q2 comp.

Valuation Snapshot

At a P/E of 21.5 and EV/EBITDA of 11.33, Roper trades modestly above the sector average, reflecting confidence in AI and margin expansion. The company’s strong cash flow yield of 7.01 % and low Net Debt/EBITDA of 0.1 underscore its financial resilience, positioning it well for future growth and attractive returns.

3. NewsRoom

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DAT Brings Shipper-Focused Freight Intelligence to Gartner Supply Chain Symposium/Xpo™

May -04

Source: globenewswire.com

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Roper Technologies (ROP) Upgraded to Strong Buy: Here's What You Should Know

Apr -30

Source: zacks.com

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Comerica Bank Has $16.92 Million Stock Holdings in Roper Technologies, Inc. $ROP

Apr -29

Source: defenseworld.net

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Illumia Invests in Chennai Global Capability Center to Drive Technology and Product Innovation

Apr -29

Source: businesswire.com

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Wall Street Analysts See a 27.9% Upside in Roper Technologies (ROP): Can the Stock Really Move This High?

Apr -28

Source: zacks.com

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PCS Software Integrates DAT One Load Board Directly into Cortex Opportunity Manager and Backhaul Booster

Apr -28

Source: prnewswire.com

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Roper Technologies: Solid Q1, I'm Bullish Despite The AI Fears

Apr -26

Source: seekingalpha.com

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Roper Technologies, Inc. (ROP) Q1 2026 Earnings Call Transcript

Apr -23

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.62%)

6. Segments

Application Software

Expected Growth: 6.4%

Roper Technologies' software solutions drive growth in healthcare and education industries, fueled by increasing demand for digital transformation, data analytics, and process automation.

Technology Enabled Products

Expected Growth: 10.5%

Roper Technologies' growth is driven by increasing demand for technology-enabled products, expansion into new markets, and strategic acquisitions.

Network Software

Expected Growth: 7.5%

Roper Technologies' network management software solutions are driven by increasing demand for digital transformation, IoT adoption, and cybersecurity threats, leading to a strong growth hypothesis.

7. Detailed Products

Software and Information Services

Roper Technologies provides software and information services that help businesses and organizations manage their operations, improve efficiency, and make data-driven decisions. These services include software solutions for customer relationship management, human capital management, and financial management.

Medical Imaging and Service

Roper Technologies offers medical imaging solutions, including X-ray, CT, and ultrasound systems, as well as service and repair for medical imaging equipment. These solutions help healthcare providers diagnose and treat patients more effectively.

Security and Inspection Systems

Roper Technologies provides security and inspection systems, including sensors, detectors, and inspection equipment, that help organizations protect their assets, people, and infrastructure. These solutions are used in various industries, including transportation, logistics, and government.

Industrial and Commercial Instruments

Roper Technologies offers industrial and commercial instruments, including flow meters, pressure transmitters, and temperature sensors, that help businesses measure and control their industrial processes. These solutions improve process efficiency, reduce costs, and enhance product quality.

Electronic Components

Roper Technologies provides electronic components, including connectors, switches, and sensors, that are used in various industries, including aerospace, automotive, and industrial. These components help businesses design and manufacture innovative products.

8. Roper Technologies, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Roper Technologies, Inc. operates in a niche market with limited substitutes for its products and services, particularly in the fields of medical and industrial imaging, and software solutions. The company's focus on high-end, specialized products reduces the threat of substitution.

Bargaining Power Of Customers

While Roper Technologies has a diverse customer base across various industries, its customers are often large enterprises with significant purchasing power. However, the company's products and services are often critical to its customers' operations, which can limit their bargaining power.

Bargaining Power Of Suppliers

Roper Technologies has a large and diverse supplier base, which reduces the bargaining power of any individual supplier. Additionally, the company has a strong financial position, which allows it to negotiate favorable terms with its suppliers.

Threat Of New Entrants

The markets in which Roper Technologies operates are highly specialized and require significant investment in research and development, as well as regulatory approvals. This creates a barrier to entry for new competitors, reducing the threat of new entrants.

Intensity Of Rivalry

While Roper Technologies operates in a niche market with limited competitors, its products and services are often competing with those of established players in the industry. The company's strong brand reputation and focus on innovation help it to maintain a competitive edge, but there is still some level of rivalry in the market.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 28.90%
Debt Cost 4.34%
Equity Weight 71.10%
Equity Cost 9.56%
WACC 8.05%
Leverage 40.65%

11. Quality Control: Roper Technologies, Inc. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Xylem

A-Score: 5.6/10

Value: 2.3

Growth: 5.6

Quality: 6.7

Yield: 2.0

Momentum: 7.5

Volatility: 9.3

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AMETEK

A-Score: 5.3/10

Value: 1.8

Growth: 5.8

Quality: 7.7

Yield: 1.0

Momentum: 6.0

Volatility: 9.3

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Howmet Aerospace

A-Score: 5.1/10

Value: 0.0

Growth: 6.8

Quality: 6.7

Yield: 0.0

Momentum: 9.5

Volatility: 7.7

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Otis

A-Score: 5.1/10

Value: 4.4

Growth: 4.4

Quality: 5.5

Yield: 3.0

Momentum: 4.0

Volatility: 9.0

1-Year Total Return ->

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Roper Technologies

A-Score: 5.0/10

Value: 3.0

Growth: 5.6

Quality: 7.4

Yield: 1.0

Momentum: 3.0

Volatility: 10.0

1-Year Total Return ->

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Ingersoll Rand

A-Score: 4.2/10

Value: 2.1

Growth: 7.4

Quality: 6.0

Yield: 0.0

Momentum: 2.5

Volatility: 7.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

356.56$

Current Price

356.56$

Potential

-0.00%

Expected Cash-Flows