Earnings summary

Roper Technologies Inc Q3 2025 results

Reported 2025-10-23Full transcript →

Snapshot

Roper Technologies Inc reported $2.02B of revenue in Q3 2025, up 14.3% year over year, with diluted EPS of $3.68 and an operating margin of 28.4%.

Revenue
$2.02B
YoY growth
+14.3%
Diluted EPS
$3.68
Operating margin
28.4%
$2.02B
Revenue
+14.3%
YoY growth
$3.68
Diluted EPS
28.4%
Operating margin
01 Key takeaways

What management said

  • Next, we'll review our segment performance, our AI progress and momentum, and our most recent set of bolt-on acquisitions.
  • I'll get into our guidance details and, of course, wrap up with your questions.
  • Total revenue grew 14%, organic revenue grew 6%, software bookings grew in the high singles area.
  • We continued to deliver impressive free cash flow, with free cash flow growing 17%.
  • Of note, free cash flow margins posted at 32% for the TTM period.
  • Lastly, we continue to execute on our M&A strategy of acquiring faster growth platforms and bolt-on or tuck-in acquisitions at a high fidelity rate.
  • In the quarter, we deployed $1.3 billion, $800 million for Subsplash, which we detailed this time last quarter, and $500 million on a series of tuck-in acquisitions.
  • Also, more on this later, but worth highlighting here, we are very encouraged by this recent capital deployment execution and the future growth potential that's being layered into our enterprise.
  • Importantly, we remain very well positioned for the continued execution of our M&A strategy and continue to have north of $5 billion of capital deployment capacity available over the next 12 months or so.
  • Turning to page six, Q3 and TTM results reflect the long-term financial profile of Roper, which is to compound cash flow in the mid-teens area.
  • We'll start with revenue, which was 14% over prior year and surpassed the $2 billion mark.
  • Acquisitions contributed 8%, led by the final quarter of Transact before it turns organic, and CentralReach, which we acquired in April of this year.
Read the full Q3 2025 transcript
SourcesCompany financials · earnings call Last updated

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