Roper Technologies exceeded Q4 adjusted DEPS expectations at $5.21 due to strong margin performance, with revenue hitting $2.06B. 2026 guidance is conservative with ~8% revenue growth and an expected $21.30–$21.55 adjusted DEPS. The company generated $2.5B in free cash flow and ended 2025 with a net leverage ratio of 2.9x.

Roper reported solid execution in Q4 and full-year 2025, with acquisitions contributing to revenue growth. Adjusted EBITDA reached $818 million, up 10%, with core EBITDA margin expanding. Application Software revenue grew 10%, while Network Software revenue rose 14%. TEP segment revenue increased 6%.

Management cited Deltek as a factor influencing results, with a cautious outlook for 2026. They project stronger growth in the second half, emphasizing AI initiatives. Roper expects higher organic growth in Application Software and Network Software. The company also discussed AI opportunities and mentioned hiring a team for AI development.

Roper aims for disciplined capital deployment, balancing acquisitions and buybacks. The company projects full-year 2026 revenue growth of 8% and organic growth between 5% and 6%. They anticipate a stronger second half due to certain acquisitions turning organic. Roper also plans to focus on commercializing AI offerings in 2026.

Roper Technologies is a diversified technology company that focuses on specialized software, engineered products, and data-driven analytics. Its decentralized operating model allows for entrepreneurial autonomy within acquired businesses. The company emphasizes recurring revenue streams and centralized capital allocation for growth and innovation.

Read more at Yahoo Finance: Roper Technologies Q4 Earnings Call Highlights