Roper Technologies Q4 Earnings Call Highlights

1 week ago 6

MarketBeat

Tue, January 27, 2026 astatine 9:54 AM CST 7 min read

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Beat EPS guidance connected borderline strength: Roper topped Q4 adjusted DEPS astatine $5.21 driven by precise beardown borderline expansion—Q4 gross was $2.06B (+10%) portion integrated maturation (~4%) lagged expectations.
Conservative 2026 outlook with back‑half weighting: Management guided to ~8% full‑year gross maturation and $21.30–$21.55 adjusted DEPS, explicitly excluding assumed recoveries astatine Deltek GovCon, DAT freight, Neptune, oregon meaningful AI gross and expecting stronger maturation successful H2.
Healthy currency procreation and deployment capacity: FY2025 escaped currency travel was astir $2.5B (31% of revenue), Roper deployed $3.3B into vertical bundle M&A and repurchased $500M successful Q4, ending the twelvemonth astatine ~2.9x nett leverage with ample revolver capableness and $2.5B remaining connected its buyback authorization.
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Roper Technologies (NASDAQ:ROP) reported fourth-quarter and full-year 2025 results that absorption described arsenic coagulated execution, portion acknowledging integrated maturation came successful beneath expectations and emphasizing a much blimpish stance successful its archetypal 2026 outlook.

Chief Financial Officer Jason Conley said the institution finished up of its guidance connected adjusted diluted net per stock (DEPS), driven by “very beardown borderline performance.” Fourth-quarter gross was $2.06 billion, up 10% twelvemonth implicit year, with acquisitions contributing 5% and integrated maturation of 4%, which Conley said was beneath expectations.

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Adjusted EBITDA was $818 million, up 10%, portion halfway EBITDA borderline expanded 60 ground points successful the quarter, representing 54% incremental margin. Adjusted DEPS was $5.21, supra the company’s guidance scope of $5.11 to $5.16 and up $0.40 from the anterior year. Conley noted the institution repurchased 1.1 cardinal shares for $500 cardinal during the quarter, though the buyback did not interaction DEPS versus guidance owed to partial-quarter stock number payment and higher involvement expense.

In Application Software, fourth-quarter gross grew 10%, including 4% integrated growth. Segment borderline expanded 70 ground points to 42.2%. Conley said recurring gross grew 6% successful the quarter, portion non-recurring gross declined 8%, which drove the lower-than-expected integrated result.

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Management repeatedly pointed to Deltek arsenic a plaything factor, citing disruption tied to a prolonged authorities shutdown that affected GovCon commercialized enactment and pressured perpetual licence revenue. Conley said astir of Deltek’s GovCon Enterprise customers inactive bargain perpetual licenses and that dynamic weighed connected results. While the institution said it is “cautiously optimistic” astir betterment successful 2026, it is not assuming that successful guidance until it sees sustained lawsuit activity.