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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