Roper Technologies, Inc. (ROP) Earnings
Roper Technologies, Inc. is expected to report next earnings on July 20, 2026 (in NaN days), with a consensus EPS estimate of $5.32. ROP has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise +1.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $4.99 | $5.16 | +3.4% | $2.1B | +1.6% |
| Jan 27, 2026 | $5.14 | $5.21 | +1.4% | $2.1B | -1.1% |
| Oct 23, 2025 | $5.11 | $5.14 | +0.6% | $2.0B | -0.3% |
| Jul 21, 2025 | $4.83 | $4.87 | +0.8% | $1.9B | +0.8% |
| Jan 30, 2025 | $4.73 | $4.81 | +1.7% | $1.9B | +2.2% |
| Oct 23, 2024 | $4.53 | $4.62 | +2.0% | $1.8B | +2.4% |
| Jul 24, 2024 | $4.46 | $4.48 | +0.4% | $1.7B | -0.9% |
| Apr 26, 2024 | $4.34 | $4.41 | +1.6% | $1.7B | +1.4% |
| Jan 31, 2024 | $4.34 | $4.37 | +0.7% | $1.6B | +2.1% |
| Oct 25, 2023 | $4.21 | $4.32 | +2.6% | $1.6B | +1.7% |
| Jul 21, 2023 | $3.99 | $4.12 | +3.3% | $1.5B | +2.2% |
| Jan 27, 2023 | $3.77 | $3.92 | +4.0% | $1.4B | -0.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 23, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Delivered strong start to 2026 with 11% revenue growth, 6% organic revenue, 11% free cash flow growth, raised full-year depth guidance. • Accelerating AI innovation across portfolio, with multiple businesses releasing AI-enabled product capabilities. • Capital deployment: Repurchased 6 million shares for 2.2 billion since November, board authorized additional $3 billion repurchase capacity, $5 billion of capital deployment firepower available over next 12 months. • Organizational velocity across portfolio continues to build with investments in leadership, AI, modern engineering practices, and operational rigor showing results.
Guidance
• Raised full-year 2026 depth guidance to 2180 to 2205, up from 2130 to 2155. • Maintaining full-year total revenue growth guidance of approximately 8% and organic revenue growth of 5% to 6%. • Establishing Q2 adjusted depth guidance of 525 to 530. • Full-year guidance assumes no meaningful improvement at Deltek's GovCon market or DAT's freight market and modest top-line weakness at Neptune versus a year ago.
Segment performance
Application Software Segment: Revenue grew 12% in total, organic revenue growth 5%, EBITDA grew 13%, EBITDA margins 42%, core margins improved 50 basis points year over year. Recurring and reoccurring revenue about 85% of the segment grew in mid single digit plus range. Network Software Segment: Total revenue growth 14%, organic revenue grew 5%, EBITDA margins 50.7% down 460 basis points year over year, core margins held steady down just 20 basis points. Technology-abled Product Segment: Revenue grew 9% in total and 7% organic, EBITDA margins 33.6% down 260 basis points year-over-year.
Analyst Q&A
Q: Dylan Becker with William Blair asked about embeddability and monetization of AI platform.
A: Neil and Jason discussed product magic with AI, right to win with on-stack AI embedded natively, monetization including consumption basis and subscription with overage based on utilization.
Q: Brent Thiel with Jefferies asked about private markets and Dell Tech's government contracting business.
A: Neil talked about private markets being less busy but opportunities improving, Dell Tech's government contracting business had little impact from Middle East war.
Q: Joseph Verwink with Baird asked about AI-related spending and pricing power.
A: Neil said no impact on budgetary spend, Jason talked about pricing held up well and strategic pricing approach.
Q: Terry Tillman with Truist asked about sustainability of Adderant's momentum and AI commercialization.
A: Neil discussed Adderant's growth drivers and AI commercialization learnings.
Q: Joe Giordano with TD Cowan asked about ROI of AI investment.
A: Neil and Jason talked about demonstrable hard dollar ROIs and efficiencies in AI development.
Q: George Kuro with Citi asked about AI Strike team and AI commercialization stages.
A: Neil discussed team objectives and commercialization stages based on product readiness.
Q: Clark Jeffries with Piper Sandler asked about SaaS transitions and margin impact.
A: Neil talked about SaaS transition impact on growth and cloud product enablement.
Q: Josh Tilton with Wolf Research asked about offsetting weakness in application and network software.
A: Neil talked about confidence in application and network software segments.
Q: Ken Wong with Oppenheimer asked about geopolitical macro dynamics in guidance.
A: Neil said guidance downtick due to tough comps, no geopolitical impact.
Q: Julian Mitchell with Barclays asked about full-year guidance and DAT business.
A: Jason talked about share count assumption and cautious optimism on DAT business.
Q: Dean Dre with RBC Capital Markets asked about Neptune business.
A: Neil talked about no project delays in Neptune business and cost pressure dynamics.