Roper (ROP) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, January 27, 2026 astatine 8:58 AM CST 59 min read

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Tuesday, Jan. 27, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Neil Hunn

• Chief Financial Officer — Jason Conley

• Vice President, Investor Relations — Zack Moxcey

For the 4th quarter, the quality betwixt our GAAP results and adjusted results consists of the following: amortization of acquisition-related intangible assets, and fiscal impacts associated with our number concern successful Indicor. Reconciliations tin beryllium recovered successful our property merchandise and successful the appendix of this presumption connected our website. And present if you delight crook to leafage four, I'll manus the telephone implicit to Neil. After our prepared remarks, we volition instrumentality questions from our telephone participants. Neil?

Neil Hunn: Thank you, Zack, and acknowledgment to everyone for joining our call. As we crook to leafage four, you'll spot the topics we program to screen today. Start by highlighting our Q4 and afloat twelvemonth performance, past Jason volition locomotion done our endeavor financials, our Q4 conception performance, our equilibrium expanse and superior bounds capacity. Next, we'll sermon our conception highlights and present our 2026 guidance and past we'll adjacent with a fewer summary thoughts earlier opening the telephone for questions. So let's spell up and get started. Next slide, please. As we crook to leafage five, I privation to item 3 takeaways for today's call. First, we delivered coagulated execution successful 2025.

Revenue was up 12%, EBITDA was up 11%, and escaped currency travel was up 8%. Importantly, endeavor bundle bookings grew successful the debased double-digit scope for the twelvemonth providing spot arsenic we caput into 2026. Second, we proceed to put for our semipermanent and sustainable growth. That said, integrated maturation this past twelvemonth was beneath our expectations for 2025, and we ain that. Our organizational absorption and resoluteness are adjacent stronger coming into this year. We've upscaled talent, sharpened strategy, improved execution crossed the portfolio and that enactment is showing up for the enterprise.

To this end, our exertion bundle business, prevention for Deltek, improved integrated maturation successful the 70 ground constituent country demonstrating broad-based maturation improvements occurring wrong the segment. Importantly, we're not starting the twelvemonth assuming integrated maturation volition inflect successful 2026 contempt the traction we judge we're starting to achieve. We're going to execute and volition bespeak immoderate betterment successful integrated maturation successful our guidance arsenic it materializes passim the year. We'll person overmuch much to accidental connected this aboriginal successful the call. On AI specifically, we proceed to beryllium excited astir the AI merchandise accidental due to the fact that our businesses beryllium straight wrong mission-critical, high-frequency workflows wherever we already person heavy domain knowledge, proprietary data, and trusted distribution.