Snapshot
Roper Technologies Inc reported $2.10B of revenue in Q1 2026, up 11.3% year over year, with diluted EPS of $4.87 and an operating margin of 27.2%.
- Revenue
- $2.10B
- YoY growth
- +11.3%
- Diluted EPS
- $4.87
- Operating margin
- 27.2%
$2.10B
Revenue
+11.3%
YoY growth
$4.87
Diluted EPS
27.2%
Operating margin
01 Key takeaways
What management said
- •For the first 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.
- •We'll discuss our segment highlights and outlook and introduce our Q2 and increased full-year 2026 guidance.
- •First, we delivered a strong start to 2026 and are raising our full-year debt guidance.
- •Total revenue grew 11%, organic revenue grew 6%, EBITDA grew 8%, free cash flow grew 11%, and DEPS was $5.16.
- •On that foundation, enterprise software bookings were also strong, core up low double digits on a TTM basis.
- •On the back of this quarter's performance, we're raising our full-year DEPS guidance to a range of $21.80-$22.05, up $0.50 at the midpoint, and more on this later.
- •The signal from our own portfolio that AI can be a meaningful growth driver in vertical software keeps getting clearer by the day.
- •Importantly, our board authorized an additional $3 billion of repurchase capacity, giving us $3.8 billion of remaining authorization and north of $5 billion of total capital employment capacity over the next 12 months.
- •We're disciplined and unbiased between acquisitions and opportunistic buybacks, focusing on driving the best risk-adjusted long-term cash flow compounding per share for our shareholders.
- •Our M&A pipeline today is targeted, focused on high-quality strategic opportunities where we're developing deep relationships and real conviction, and we expect to remain active as disciplined long-term buyers.
- •As you heard, we delivered a strong first quarter, finishing well above the high end of our debt guidance range and ahead of expectations on organic growth.
- •Revenue of $2.1 billion was up 11%, with organic growth of 6% and acquisitions contributing 5%.
SourcesCompany financials · earnings call
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