Snapshot
Roper Technologies Inc reported $1.94B of revenue in Q2 2025, up 13.2% year over year, with diluted EPS of $3.49 and an operating margin of 28.2%.
- Revenue
- $1.94B
- YoY growth
- +13.2%
- Diluted EPS
- $3.49
- Operating margin
- 28.2%
$1.94B
Revenue
+13.2%
YoY growth
$3.49
Diluted EPS
28.2%
Operating margin
01 Key takeaways
What management said
- •We'll start with our second quarter highlights, including reviewing the platform acquisition we announced earlier today, Subsplash.
- •Then we'll go through our segment results and our improved outlook for the full year, and then get to your questions.
- •Software bookings grew in the high teens area, and we continued to deliver impressive cash flow with free cash flow margins coming in at 31% for the TTM period.
- •Second, we announced earlier today the acquisition of another great vertical market software provider, Subsplash, which I'll get to in a bit.
- •Then given the strong first half performance and the anticipated completion of the Subsplash acquisition, we're raising our full year total revenue guidance and our full year debt outlook.
- •Finally, we continue to be very well positioned for capital deployment and continue to have more than $5 billion of available firepower over the course of the next 12 months.
- •Importantly, this customer value proposition strengthens further as the company's AI-native capabilities are further deployed across the product stack.
- •We expect Subsplash to deliver $115 million of revenue and $36 million of EBITDA for the 12 months ending Q3 of 2026.
- •This business meets all of our longstanding acquisition criteria: leader in a niche, competes on the basis of customer intimacy, has strong gross margins, and converts high levels of cash flow.
- •As a result, we expect to see Subsplash's organic revenue growth convert to high 20% EBITDA growth over the next three to five years.
- •We will finance this transaction with a revolver and report the results in our network software segment.
- •Revenue of $1.94 billion was up 13% over prior year and well balanced, with 7% organic growth and a 6% increase from acquisitions, with CentralReach results contributing since the April 23rd close date.
SourcesCompany financials · earnings call
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