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ROPER TECHNOLOGIES $ROP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.17B (Est. $2.17B) 🟡; +8% YoY 🔹 Adj. EPS: $5.89 (Est. $5.79) 🟢; +15% YoY 🔹 Adj. EBITDA: $864M (Est. $862M) 🟢; +7% YoY Raises FY26 Guide: 🔹 Adj. EPS: $22.35-$22.40 (Est. $22.22) 🟢 🔹 Revenue Growth: +8%+ YoY 🔹 Organic Revenue Growth: +7% YoY Q4 Guide: 🔹 Adj. EPS: $5.95-$6.00 (Est. $5.91) 🟢 Segment Revenue: 🔹 Application Software: $1.24B 🔹 Network Software: $446M 🔹 Technology Enabled Products: $486M Other Q3 Metrics: 🔹 Organic Revenue Growth: +7% YoY 🔹 Acquisition Contribution: +1% 🔹 Adj. EBITDA Margin: 39.8%; -40 bps YoY 🔹 GAAP EPS: $4.88; +33% YoY Key Updates: 🔹 Financial impacts associated with minority investments: $0.71/share gain 🔹 Amortization of acquisition-related intangible assets: $1.68/share 🔹 Transaction-related expenses for completed acquisitions: $0.05/share 🔸 FY26 adjusted DEPS guidance raised to $22.35-$22.40 from $22.15-$22.30 🔹 Deployed $436M toward three bolt-on acquisitions and received $1.2B in proceeds from Indicor’s sale of its instrumentation businesses 🔹 AI launches: PowerPlan, Strata, and Vertafore Comments: 🔸 “This quarter, our businesses again brought several AI launches to market, highlighted by PowerPlan, Strata, and Vertafore.”
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The rope binds my hand, and I can't bind the heart that misses you. @king_ruanfeng
$ROP Roper CEO: Roper’s AI token costs have risen ~3x since January "On the token-maxing, I think the -- we've gone up so like just in terms of costs, we've gone up maybe 3x or so since January, it's certainly going to continue to go up by the end of the year."
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