Snapshot
Roper Technologies Inc reported $2.06B of revenue in Q4 2025, up 9.7% year over year, with diluted EPS of $3.97 and an operating margin of 28.6%.
- Revenue
- $2.06B
- YoY growth
- +9.7%
- Diluted EPS
- $3.97
- Operating margin
- 28.6%
$2.06B
Revenue
+9.7%
YoY growth
$3.97
Diluted EPS
28.6%
Operating margin
01 Key takeaways
What management said
- •For the fourth quarter, the difference between our GAAP results and adjusted results consists of the following items: amortization of acquisition-related intangible assets and financial impacts associated with our minority investment in Indicor.
- •Then Jason will walk through our enterprise financials, our Q4 segment performance, our balance sheet, and capital allocation capacity.
- •Next, we'll discuss our segment highlights and introduce our 2026 guidance, and then we'll close with a few summary thoughts before opening the call for questions.
- •Revenue was up 12%, EBITDA was up 11%, and free cash flow was up 8%.
- •Importantly, enterprise software bookings grew in the low double-digit range for the year, providing strength as we head into 2026.
- •That said, organic growth this past year was below our expectations in 2025, and we own that.
- •To this end, our application software business is safe for Deltek, improved organic growth in the 70 basis points area, demonstrating broad-based growth improvements occurring within the segment.
- •Importantly, we're not starting the year assuming organic growth will inflect in 2026, despite the traction we believe we're starting to achieve.
- •We're going to execute, and we'll reflect any improvement in organic growth in our guidance as it materializes throughout the year.
- •Importantly, our decentralized model lets each business deploy AI with the appropriate domain specificity across our various end markets.
- •During 2025, we materially advanced our portfolio and foundation through capital deployment, deploying $3.3 billion towards high-quality vertical software acquisitions during the year, highlighted by CentralReach, Subsplash, and several tuck-in acquisitions.
- •We're very encouraged by the size and quality of our acquisition pipeline, and we expect to remain active while staying highly disciplined on price and business quality.
SourcesCompany financials · earnings call
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