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Wall St Engine
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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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