Roper Technologies, Inc. (ROP) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 11:10 AM EDT
Company Participants
Neil Hunn - President, CEO & Director
Jason Conley - Executive VP & CFO
Conference Call Participants
Joseph Ritchie - Goldman Sachs Group, Inc., Research Division
Presentation
Joseph Ritchie
Goldman Sachs Group, Inc., Research Division
All right. I think we're ready to kick it off. Day 2 of the Communacopia and Technology Conference. My name is Joe Ritchie. I cover the multi-industry sector at Goldman, also co-head our U.S. Industrials and Materials Research. Really happy today to have Roper with us today. We have Neil Hunn, President and CEO; as well as Jason Conley, CFO. Thank you guys for joining us today.
Neil Hunn
President, CEO & Director
Yes, thanks for having us.
Jason Conley
Executive VP & CFO
Yes, thanks for having us, great to be here.
Joseph Ritchie
Goldman Sachs Group, Inc., Research Division
So Neil, year 3 at the Communacopia and Technology Conference. So at this point, you would think that folks would be pretty familiar with the Roper story, but for those that aren't, maybe just provide a little overview on your value creation framework, and we'll take it from there.
Neil Hunn
President, CEO & Director
Yes. Just real briefly, think of us as a durable, steady, low range of outcomes, cash flow per share compounder. That's the mindset of the organization. In terms of the profile of the assets in the business, about $8.5 billion of revenue, 40% EBITDA margins, low 30% free cash flow margins. And perhaps interesting for investors is the portfolio of businesses are hard for investors to own individually because they're small. They're tiny businesses that are leaders in small markets.
SARASOTA, Fla., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026, at 8:30 AM (Central Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
Hsbc Holdings PLC grew its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 0.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 209,740 shares of the industrial products company’s stock after buying an additional 1,325 shares during the quarter. Hsbc Holdings PLC owned 0.21% of Roper Technologies worth $70,956,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in ROP. BlackRock Inc. purchased a new stake in Roper Technologies during the second quarter valued at approximately $3,346,912,000. Wellington Management Group LLP purchased a new position in shares of Roper Technologies in the 2nd quarter worth approximately $890,328,000. Norges Bank bought a new position in shares of Roper Technologies during the 4th quarter valued at approximately $1,112,873,000. Corient Private Wealth LP purchased a new stake in Roper Technologies during the 2nd quarter valued at $80,953,000. Finally, Flossbach Von Storch SE purchased a new stake in Roper Technologies during the 2nd quarter valued at $448,321,000. Institutional investors own 93.31% of the company’s stock.
Insider Transactions at Roper Technologies In other news, Director Richard F. Wallman sold 6,434 shares of Roper Technologies stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the completion of the sale, the director owned 7,423 shares of the company’s stock, valued at approximately $2,679,703. The trade was a 46.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP John K. Stipancich sold 2,000 shares of the stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $379.05, for a total value of $758,100.00. Following the completion of the transaction, the executive vice president directly owned 35,634 shares in the company, valued at approximately $13,507,067.70. This trade represents a 5.31% decrease in their position. The SEC filing for this sale provides additional information. 0.80% of the stock is owned by corporate insiders.
Roper Technologies Stock Performance ROP stock opened at $407.28 on Tuesday. Roper Technologies, Inc. has a twelve month low of $305.96 and a twelve month high of $530.00. The firm has a market cap of $40.28 billion, a price-to-earnings ratio of 16.87, a PEG ratio of 2.04 and a beta of 0.75. The business’s fifty day simple moving average is $386.04 and its two-hundred day simple moving average is $358.49. The company has a quick ratio of 0.51, a current ratio of 0.55 and a debt-to-equity ratio of 0.57. Roper Technologies (NASDAQ:ROP – Get Free Report) last issued its earnings results on Thursday, July 23rd. The industrial products company reported $5.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.29 by $0.09. The firm had revenue of $2.11 billion during the quarter. Roper Technologies had a net margin of 30.24% and a return on equity of 11.36%. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.87 earnings per share. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. Analysts predict that Roper Technologies, Inc. will post 22.22 earnings per share for the current year.
Roper Technologies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, October 2nd. Roper Technologies’s payout ratio is 15.08%.
Analyst Upgrades and Downgrades Several research analysts have commented on ROP shares. Weiss Ratings raised shares of Roper Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, August 14th. Mizuho set a $355.00 target price on shares of Roper Technologies in a report on Tuesday, July 21st. Raymond James Financial cut shares of Roper Technologies from a “strong-buy” rating to a “market perform” rating in a research note on Wednesday, July 22nd. Robert W. Baird set a $480.00 price target on shares of Roper Technologies in a report on Friday, July 24th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $417.00 price objective on shares of Roper Technologies in a research report on Tuesday, August 18th. Seven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $466.94.
Read Our Latest Research Report on Roper Technologies
Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
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SARASOTA, Fla., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Citi Global TMT Conference on Thursday, September 10, 2026, at 8:50 AM (Eastern Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
SARASOTA, Fla., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Goldman Sachs Communacopia + Technology Conference on Wednesday, September 9, 2026, at 8:10 AM (Pacific Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
Some dividend stocks boast decades of unbroken raise streaks yet leave income investors with almost nothing to show for it. These three companies sit in that strange category, and the tension between their legendary consistency and their near-invisible payouts reveals…
Three of the market’s most durable dividend-raise histories share an awkward feature for anyone actually trying to live on the checks: the yield is nothing. Roper, Nordson, and Sherwin-Williams have all pushed their per-share payouts higher for decades, yet a 0.84% yield at Roper, a 0.99% yield at Nordson, and a 0.92% yield at Sherwin-Williams mean $10,000 invested today generates roughly $84, $99, and $92 in annual dividend income, respectively. That is the tension this bundle is about. The streaks are nearly untouchable. The income, for a retiree who needs cash flow now, is almost nothing.
Roper Technologies: A Vertical-Software Compounder With a Rounding-Error Payout Roper Technologies (NASDAQ:ROP | ROP Price Prediction) trades at $424.96 with a market cap of roughly $42.15 billion and pays a quarterly dividend of $0.91 per share, or $3.64 annualized. That works out to a yield of 0.84%. The raise cadence is intact: the payout stepped up from $0.825 quarterly in 2025 to $0.91 in 2026, and the dividend record on file goes all the way back to 1999, with higher annual amounts stacked across every year in between.
Safety is the easy part as Roper generated $447 million of free cash flow in Q2 alone and $2.6 billion on a trailing-12-month basis, against a dividend that costs the company only a fraction of that. Trailing EPS of $24.21 versus a $3.555 trailing dividend leaves an enormous cushion. The bull case for a growth-tilted income investor is compounding: management has called free cash flow per share its “most important financial metric” and repurchased 9 million shares for $3.2 billion since the program began, shrinking the count faster than most peers.
However, if you need current income, Roper does not deliver it. The stock is also down 18.35% over the past year and 8.05% over five, so the total-return backstop the low yield leans on has stalled.
Nordson: A Precision Industrial With a Fresh Raise and Sub-1% Yield Nordson (NASDAQ:NDSN) sits at $323.08 with a market cap of $18.09 billion. The board just declared a $0.94 per share quarterly dividend, up from $0.82, lifting the annualized rate to $3.76. The reported yield is 0.99%. The dividend record on file reaches back to 1999, and the year-by-year progression shows successively higher payments across every listed year, consistent with the company’s long-standing reputation as one of the market’s most persistent dividend raisers.
The coverage for this stock looks pristine. EPS of $9.71 against a $3.28 trailing dividend leaves ample room. Free cash flow reached $237 million in Q3, and management put $137 million into dividends and $159 million into buybacks through nine months while cutting leverage to 1.7 times. CEO Sundaram Nagarajan positioned the model as a “quality growth compounder” with approximately 60% recurring revenue and a backlog up 35% year over year. Bull case for income buyers: a decades-long raise pattern, a just-announced hike, and a business tilted toward semiconductor, electronics, and medical demand.
On the other hand, Nordson trades at 33x trailing earnings and 25x forward, after a 46.34% one-year run. Paying a premium multiple for a sub-1% yield puts this squarely in growth-trade territory.
Sherwin-Williams: An Aristocrat With Rich Multiples and a Thin Check Sherwin-Williams (NYSE:SHW) changes hands at $339.01, with a market cap near $83.72 billion. The quarterly dividend is $0.80 per share, or $3.20 annualized, for a reported yield of 0.92%. The dividend record on file starts in 1999, and the annual rate has climbed from $0.55 quarterly in 2021 to $0.80 today, extending the paint maker’s widely recognized status as a long-tenured Aristocrat.
EPS of $10.83 dwarfs the $3.19 trailing dividend, and Q2 free cash flow conversion hit 86%. Management combined dividends and buybacks to return $1.5 billion to shareholders in the quarter alone, ending it with net debt to adjusted EBITDA of 2.4 times. The bull case for income buyers is durability: pricing power in Paint Stores, a raised FY26 EPS band of $11.80 to $12.20, and a payout ratio that leaves the streak effectively untouchable.
The caveat here is that Sherwin-Williams trades at 32x trailing and 29x forward earnings. Nothing about that price says “income stock,” and the yield reflects it.
Takeaway for Income Investors Roper, Nordson, and Sherwin-Williams all pass the dividend-safety test with room to spare, and each has a raise history that stretches across decades of the dividend record. That is why they get named in every “untouchable streak” screen. For someone who needs to fund living expenses right now, they are the wrong tool: yields of 0.84%, 0.99%, and 0.92% mean the checks are rounding errors on the position. These are long-duration compounders that happen to pay a dividend, not income stocks that happen to compound. If cash flow is the goal, a mid six-figure balance can do a lot more than $90 a year, and we sketched the full plan for pulling $1,500 a month out of $250K in a free income report.
Contact [email protected] for any questions or corrections.
Bank of Nova Scotia purchased a new position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 11,918 shares of the industrial products company’s stock, valued at approximately $4,034,000.
Several other institutional investors and hedge funds have also made changes to their positions in ROP. Brighton Jones LLC purchased a new stake in Roper Technologies in the fourth quarter valued at $203,000. Empowered Funds LLC lifted its holdings in shares of Roper Technologies by 11.7% in the 1st quarter. Empowered Funds LLC now owns 3,108 shares of the industrial products company’s stock valued at $1,832,000 after buying an additional 326 shares during the period. Cary Street Partners Financial LLC purchased a new stake in shares of Roper Technologies in the second quarter worth about $137,000. Nebula Research & Development LLC acquired a new stake in Roper Technologies during the second quarter worth about $977,000. Finally, Sei Investments Co. grew its holdings in Roper Technologies by 22.6% during the second quarter. Sei Investments Co. now owns 61,621 shares of the industrial products company’s stock worth $34,928,000 after acquiring an additional 11,372 shares during the period. 93.31% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets ROP has been the subject of several analyst reports. Argus upgraded shares of Roper Technologies from a “hold” rating to a “buy” rating and set a $450.00 target price for the company in a research note on Thursday, August 6th. BMO Capital Markets started coverage on shares of Roper Technologies in a report on Friday, July 10th. They issued a “market perform” rating and a $393.00 price objective for the company. Zacks Research downgraded shares of Roper Technologies from a “strong-buy” rating to a “hold” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. lifted their price target on Roper Technologies from $397.00 to $415.00 and gave the company an “underweight” rating in a research note on Wednesday, July 29th. Finally, Weiss Ratings raised Roper Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, August 14th. Seven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, Roper Technologies has an average rating of “Hold” and a consensus price target of $466.94.
Read Our Latest Report on Roper Technologies Roper Technologies Stock Down 0.5% Shares of ROP opened at $413.37 on Wednesday. The company’s 50-day moving average price is $370.53 and its 200 day moving average price is $353.34. Roper Technologies, Inc. has a 12-month low of $305.96 and a 12-month high of $532.18. The company has a current ratio of 0.55, a quick ratio of 0.51 and a debt-to-equity ratio of 0.57. The firm has a market cap of $40.88 billion, a P/E ratio of 17.12, a price-to-earnings-growth ratio of 1.87 and a beta of 0.74.
Roper Technologies (NASDAQ:ROP – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, topping analysts’ consensus estimates of $5.29 by $0.09. Roper Technologies had a return on equity of 11.36% and a net margin of 30.24%.The company had revenue of $2.11 billion for the quarter. During the same quarter last year, the company earned $4.87 earnings per share. The firm’s revenue for the quarter was up 8.5% on a year-over-year basis. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. On average, sell-side analysts forecast that Roper Technologies, Inc. will post 22.22 earnings per share for the current year.
Roper Technologies Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, October 2nd. Roper Technologies’s dividend payout ratio (DPR) is 15.08%.
Insider Activity In other Roper Technologies news, EVP John K. Stipancich sold 2,000 shares of the business’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $379.05, for a total transaction of $758,100.00. Following the sale, the executive vice president directly owned 35,634 shares in the company, valued at $13,507,067.70. This represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Richard F. Wallman sold 6,434 shares of the stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the sale, the director directly owned 7,423 shares in the company, valued at $2,679,703. This represents a 46.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.80% of the company’s stock.
Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 21,332 shares of the industrial products company’s stock, valued at approximately $7,219,000.
Other hedge funds have also recently modified their holdings of the company. BlackRock Inc. bought a new stake in shares of Roper Technologies in the 2nd quarter worth about $3,346,912,000. Norges Bank purchased a new position in shares of Roper Technologies in the 4th quarter valued at $1,112,873,000. Vanguard Group Inc. increased its holdings in shares of Roper Technologies by 12.5% during the 4th quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock valued at $5,553,932,000 after purchasing an additional 1,384,656 shares in the last quarter. Flossbach Von Storch SE purchased a new stake in shares of Roper Technologies during the 2nd quarter worth about $448,321,000. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Roper Technologies by 206.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,339,710 shares of the industrial products company’s stock valued at $474,070,000 after purchasing an additional 903,223 shares during the period. Hedge funds and other institutional investors own 93.31% of the company’s stock.
Wall Street Analyst Weigh In Several analysts have recently weighed in on the company. Zacks Research downgraded Roper Technologies from a “strong-buy” rating to a “hold” rating in a report on Thursday, June 25th. Mizuho set a $355.00 price objective on Roper Technologies in a research note on Tuesday, July 21st. Weiss Ratings upgraded shares of Roper Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, August 14th. Argus raised shares of Roper Technologies from a “hold” rating to a “buy” rating and set a $450.00 target price on the stock in a report on Thursday, August 6th. Finally, BMO Capital Markets assumed coverage on shares of Roper Technologies in a research report on Friday, July 10th. They issued a “market perform” rating and a $393.00 price target for the company. Seven research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $466.94.
View Our Latest Report on Roper Technologies Roper Technologies Stock Performance Shares of NASDAQ:ROP opened at $411.79 on Friday. The firm has a market capitalization of $40.73 billion, a PE ratio of 17.06, a P/E/G ratio of 1.85 and a beta of 0.74. Roper Technologies, Inc. has a 12 month low of $305.96 and a 12 month high of $538.21. The business has a 50-day moving average of $367.34 and a two-hundred day moving average of $352.63. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.55 and a quick ratio of 0.51.
Roper Technologies (NASDAQ:ROP – Get Free Report) last posted its earnings results on Thursday, July 23rd. The industrial products company reported $5.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.29 by $0.09. The company had revenue of $2.11 billion for the quarter. Roper Technologies had a return on equity of 11.36% and a net margin of 30.24%.The business’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.87 earnings per share. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. As a group, research analysts forecast that Roper Technologies, Inc. will post 22.22 earnings per share for the current year.
Roper Technologies Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a $0.91 dividend. The ex-dividend date is Friday, October 2nd. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Roper Technologies’s dividend payout ratio (DPR) is presently 15.08%.
Insider Buying and Selling at Roper Technologies In other Roper Technologies news, EVP John K. Stipancich sold 2,000 shares of the firm’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $379.05, for a total transaction of $758,100.00. Following the transaction, the executive vice president owned 35,634 shares in the company, valued at approximately $13,507,067.70. This trade represents a 5.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard F. Wallman sold 6,434 shares of Roper Technologies stock in a transaction on Friday, July 24th. The stock was sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the transaction, the director directly owned 7,423 shares in the company, valued at approximately $2,679,703. This represents a 46.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.80% of the company’s stock.
Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Aurora Investment Counsel bought a new position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 5,154 shares of the industrial products company’s stock, valued at approximately $1,744,000.
Other large investors also recently bought and sold shares of the company. Triumph Capital Management purchased a new stake in shares of Roper Technologies in the third quarter worth $25,000. Private Wealth Management Group LLC increased its position in shares of Roper Technologies by 195.8% during the first quarter. Private Wealth Management Group LLC now owns 71 shares of the industrial products company’s stock valued at $25,000 after acquiring an additional 47 shares in the last quarter. Tucker Asset Management LLC bought a new position in Roper Technologies in the 4th quarter valued at approximately $33,000. Edmond DE Rothschild Holding S.A. purchased a new stake in Roper Technologies during the 2nd quarter valued at $27,000. Finally, Kelleher Financial Advisors bought a new stake in shares of Roper Technologies in the 3rd quarter worth $40,000. 93.31% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets In related news, Director Richard F. Wallman sold 6,434 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $361.00, for a total transaction of $2,322,674.00. Following the sale, the director owned 7,423 shares of the company’s stock, valued at $2,679,703. This represents a 46.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP John K. Stipancich sold 2,000 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $379.05, for a total transaction of $758,100.00. Following the completion of the transaction, the executive vice president directly owned 35,634 shares of the company’s stock, valued at approximately $13,507,067.70. The trade was a 5.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.80% of the company’s stock.
Roper Technologies Stock Up 3.3% Shares of ROP stock opened at $407.32 on Thursday. The company has a market capitalization of $40.28 billion, a price-to-earnings ratio of 16.87, a PEG ratio of 1.77 and a beta of 0.74. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.55 and a quick ratio of 0.51. The company’s fifty day moving average price is $364.25 and its 200-day moving average price is $351.94. Roper Technologies, Inc. has a one year low of $305.96 and a one year high of $544.94. Roper Technologies (NASDAQ:ROP – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, beating analysts’ consensus estimates of $5.29 by $0.09. The business had revenue of $2.11 billion for the quarter. Roper Technologies had a return on equity of 11.36% and a net margin of 30.24%.Roper Technologies’s revenue was up 8.5% compared to the same quarter last year. During the same period in the prior year, the business earned $4.87 earnings per share. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. Sell-side analysts expect that Roper Technologies, Inc. will post 22.22 EPS for the current fiscal year.
Roper Technologies Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a $0.91 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Roper Technologies’s payout ratio is presently 15.08%.
Analysts Set New Price Targets ROP has been the topic of a number of recent analyst reports. BMO Capital Markets began coverage on shares of Roper Technologies in a report on Friday, July 10th. They set a “market perform” rating and a $393.00 price target on the stock. Mizuho set a $355.00 target price on shares of Roper Technologies in a research note on Tuesday, July 21st. Zacks Research cut Roper Technologies from a “strong-buy” rating to a “hold” rating in a report on Thursday, June 25th. Robert W. Baird set a $480.00 price target on Roper Technologies in a research note on Friday, July 24th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $417.00 price objective on shares of Roper Technologies in a research report on Tuesday. Seven investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $466.94.
Read Our Latest Report on ROP
Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
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Students and families can now choose PayPal or Venmo to pay tuition, adding two more everyday payment options to a major life expense.
Key Points:
PayPal and Venmo are now accepted for tuition payments through new integrations with Illumia, Nelnet Campus Commerce, and TouchNet, a Global Payments company. Students and families can pay tuition directly through their participating schools' existing payment portal using PayPal and Venmo. The expansion marks one year since PayPal Inc.'s landmark agreements with the Big Ten and Big 12 which included a change to institutional revenue-share payments for student athletes, building on its push onto college campuses. , /PRNewswire/ -- PayPal (Nasdaq: PYPL) today announced new integrations with three of the nation's leading education payment platforms, Illumia, Nelnet Campus Commerce, and TouchNet, that give students and their families the option to pay tuition and fees directly with PayPal or Venmo. These integrations are live at schools across the nation, including Bellarmine University, Butler University, Kansas State University, Michigan State University, and Texas Tech University, with more institutions expected to join throughout the year. Illumia, Nelnet Campus Commerce, and TouchNet collectively serve thousands of colleges and universities across the country.
PayPal and Venmo are already how many students and families manage money day to day. They pay for groceries, split rent, earn rewards, and send money to friends and family. That familiarity and convenience now extends to tuition, one of the most significant payments for students and their families.
This summer marks a year since PayPal and Venmo struck landmark agreements with the Big Ten and Big 12 Conferences, which included enabling institutional revenue-share payments for student athletes directly through its platform. Venmo built on that momentum throughout the school year, expanding its presence on college campuses through NIL partnerships with student athletes, college-branded cards, student ambassadors, and gameday activations. Together, these efforts continue to bring the brand to life for students and fans alike. This expansion brings that same energy and infrastructure to tuition for the broader student body, giving students and families a trusted and familiar way to pay for one more part of college life.
"Tuition is one of the biggest payments a family will make, and it should come with the same flexibility and security that millions of people already count on PayPal and Venmo for every day," said Frank Keller, President, Checkout Solutions & PayPal. "That's why we're proud to bring that same choice and protection into the reliable systems schools have already built."
Paying for tuition with PayPal or Venmo comes with the same trust and security customers rely on for everyday purchases, including encryption and fraud monitoring. Students and families can pay using whichever funding instrument they prefer, including bank accounts, credit cards, and PayPal or Venmo balances1.
"A modern tuition payment experience has to work for both sides of the transaction," said Don Smith, SVP & General Manager of Integrated Payments at Illumia. "Students and families want the flexibility to use payment methods that fit how they manage their money, while institutions need those options to work within the systems and processes their teams already rely on. This integration helps schools expand choice in a practical way, improving the payer experience without creating a disconnected path for campus teams."
"For students and families, tuition is the single biggest financial decision they'll navigate for higher education. Every payment option we add, including PayPal and Venmo, is about meeting them at that moment with more flexibility and less friction, so affordability isn't a barrier to staying enrolled," said Jackie Strohbehn, President of Nelnet Campus Commerce.
"We are helping campuses deliver greater convenience and operational efficiency in a single experience," said Jeremy Loch, President of TouchNet. "This integration enables institutions to broaden choice and create a more frictionless payment experience for students and families, while preserving the efficiency and visibility campus teams need to support student success. The result is a seamless experience that delivers value for both tuition payers and institutions."
PayPal and Venmo will begin rolling out across the country for tuition payments at select schools.
About PayPal
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com, https://about.pypl.com, and https://investor.pypl.com.
About Illumia
Illumia (formerly Transact + CBORD), a business unit of Roper Technologies (Nasdaq: ROP), powers the payments, access, foodservice, and credentialing systems that more than 10,000 higher education, healthcare, and senior living institutions depend on every day. Its unified platform delivers the stability, security, and reliability these environments demand — where downtime is not an option. Illumia transforms the experiences organizations deliver to their communities while modernizing how those organizations operate. For more information, visit illumiatech.com.
About Nelnet Campus Commerce
Nelnet Campus Commerce delivers unlimited payment opportunities across campus. Solutions use the latest technology to create a unique and integrated payment experience for more than 1,100 higher education institutions across the country. The intuitive and secure solutions are PCI Level 1 validated and integrate with every major Enterprise Resource Planning (ERP) system. From payment processing and refunds to tuition payment plans and online storefronts, Nelnet Campus Commerce helps process every payment on campus. For more information, visit CampusCommerce.com.
About TouchNet, a Global Payments company
TouchNet unifies campuswide payments and campus ID software solutions for institutions of higher education around the world. Colleges and universities rely on TouchNet to integrate and secure payments, permissions, and other related business transactions for a comprehensive, actionable view campuswide. TouchNet's unmatched integration, transparency, and security gives institutions greater control over transactions, costs, and compliance. As the market leader in higher education commerce technology, our platform-driven approach enables greater operational efficiencies and self-service access to real-time information for students and staff. TouchNet is a Global Payments company. For more information, visit touchnet.com.
Press & Media Contact
Gideon Anstey
[email protected]
PayPal and Venmo Balance accounts required to hold and use a balance. SOURCE PayPal Holdings, Inc.
3 "Tollbooth" Stocks With Hidden Monopolies in Their IndustriesRoper Technologies NASDAQ: ROP is pursuing a strategy centered on long-term free-cash-flow-per-share growth, portfolio collaboration and acquisitions of vertical-market software businesses, while increasingly deploying artificial intelligence across its operations and products, Chief Financial Officer Jason Conley said at the Oppenheimer Technology Conference.
Conley described Roper as a vertical-market software and technology company with 29 businesses that lead their respective niche markets. The company targets mid-teens annual compounding of free cash flow per share over the long term, supported by organic growth, acquisitions and, more recently, share repurchases.
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3 Strong Dividend Growers for Income Without Rate RiskRoper’s businesses generally operate in smaller total-addressable markets that Conley said offer protective characteristics. He said the company’s organic growth is in the mid-single digits or higher, translating into high-single-digit cash-flow growth because of its margins, low capital-expenditure requirements and limited working-capital intensity.
Focus on Faster-Growing Software Platforms Over the past three years, Roper has shifted toward acquiring earlier-stage software companies with stronger growth rates, rather than focusing only on more mature businesses, Conley said. The company aims to help those businesses scale, add strategically relevant bolt-on acquisitions and capture margin opportunities through growth rather than cost cuts.
Conley pointed to the acquisitions of CentralReach and Subsplash, as well as bolt-on acquisitions for its DAT freight-market business, including Convoy and Outgo. He said CentralReach and Subsplash have performed in line with their value-creation plans during their first year under Roper ownership, tracking forecasts for revenue and EBITDA.
At DAT, Roper is working to automate portions of the spot freight market. Conley said the company’s acquisition of Convoy supports efforts to reduce the manual process of matching freight loads and carriers, while Outgo adds factoring technology. Both acquisitions are tracking well, though he noted the development of a new market can create a wider range of outcomes regarding timing.
Improved Outlook After First-Half Performance Roper raised its full-year adjusted earnings guidance to $22.15 to $22.30 per share from an initial range of $21.30 to $21.55. Conley said the increase reflected both share repurchases and better-than-expected operating performance, representing a 4% increase at the midpoint.
The company also raised its organic-growth outlook to 6% from a previous range of 5% to 6%. Conley cited stronger-than-expected execution at Neptune Technology Group, part of Roper’s technology-enabled products segment, as a key contributor. Neptune had faced concerns related to its cycle following COVID-era demand, but its first-half results exceeded expectations, he said.
Software performance was generally in line with expectations, while DAT showed improvement after what Conley described as a three- to four-year freight recession. Higher spot freight rates and an increasing number of carriers entering the market have supported the business, he said.
Deltek’s private-sector operations, which serve architecture, engineering and construction customers, have remained strong. Deltek’s government-contracting business has been slower, although Conley said the company saw “signs of life” during the second quarter, including a large license deal that was not included in its forecast. He said Roper is not yet prepared to call a recovery in government contracting demand.
Roper expects organic growth to accelerate in the second half partly because CentralReach will become organic to results in the third quarter and Subsplash in the fourth quarter. CentralReach is growing at more than 20%, Conley said. The technology-enabled products segment is expected to post high-single-digit growth in the second half, with an even stronger third quarter anticipated.
AI Deployment, Pricing and Competitive Positioning Conley said Roper began focusing on AI roughly two years ago, requiring each business to reconsider its markets and operations in an AI-driven environment. The company secured agreements with frontier-model providers about a year and a half ago and expanded its dedicated AI organization beginning in the third quarter of last year. The team has grown to about 20 people.
Roper is using AI both to develop products and improve internal software development. Conley said three or four businesses have fully moved to agentic coding, and every business has committed to doing so by the end of the year. However, he said Roper’s goal is not to use developer productivity primarily for significant margin expansion. Instead, it plans to reinvest productivity gains into product roadmaps and continued innovation.
CentralReach has generated AI revenue by offering capabilities beyond its core enterprise health-record product, including tools intended to improve therapist productivity and claims accuracy in the autism-care market. At DAT, adoption of freight-market automation has been slower because customers must change established workflows, Conley said.
Roper has not seen significant competitive threats from AI-native startups, according to Conley. He said certain point solutions have appeared in some markets, but Roper businesses have in some cases replicated those capabilities within weeks because their products are embedded in customer workflows. He identified a small data-business exposure involving public-company information as an area where AI-native competitors have targeted lower-end customers.
On AI economics, Conley said Roper does not currently see a gross-margin challenge from AI products. While margins may initially be lower than traditional software-as-a-service offerings, he said the company can reduce costs over time through model selection, prompt design, caching and batching. Roper uses frontier models for development and exploratory work, he said, but not generally for production tasks.
Capital Allocation and M&A Conley said Roper sees signs of a more constructive acquisition environment after several years of limited activity. He cited discussions with financial sponsors, indications from investment bankers that deal pipelines are improving, and heavy activity at commercial-diligence firms.
The company has developed an AI-focused “moat scorecard” for evaluating acquisition targets, examining both the risks and opportunities AI may create for a potential investment. Roper also uses lessons from its existing software portfolio to assess how AI could change customer workflows and competitive dynamics.
While Conley said Roper stock remains attractive at current levels, the company plans to pause share repurchases for now to preserve flexibility for potential acquisitions. If deal activity does not materialize, he said Roper could resume leaning into buybacks.
Looking toward the second half, Conley identified Deltek’s government-contracting business and carrier growth at DAT as variables that could affect results. He said the technology-enabled products segment also has some quarter-to-quarter variability because it is not a high-backlog business, though the company feels reasonably confident about third-quarter comparisons.
About Roper Technologies (NASDAQ:ROP)Roper Technologies, Inc NASDAQ: ROP is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Key Takeaways Roper's Application Software revenues rose 8% to $1.18 billion in the second quarter of 2026.Aderant, Deltek and CentralReach are supporting segment growth through SaaS adoption and innovation.Roper expects Application Software organic revenue growth above mid-single digits through the rest of 2026. Roper Technologies, Inc. (ROP - Free Report) is witnessing persistent strength in the Application Software segment. In the second quarter of 2026, the Application Software segment accounted for nearly 56% of Roper’s total revenues. Segment revenues increased 8% year over year to $1.18 billion. Organic revenues also increased 5% in the same period.
Strength across its Aderant, Deltek, Vertafore and CentralReach businesses has been supporting the segment’s results. The growing adoption of SaaS solutions and continued GenAI innovation (collections, billing appeals, talent & time) are key catalysts to Aderant’s growth. Solid demand for SaaS solutions in the private sector bodes well for the Deltek business.
The Vertafore business is gaining from excellent enterprise delivery capabilities to the largest customers in the market, which has also resulted in strong annual recurring revenue (ARR) growth. Solid momentum in the CentralReach business, driven by higher recurring revenues, also bodes well for the segment.
Solid momentum in the project-based private sector, higher education, property and casualty insurance, and legal markets also bodes well for the segment’s growth. Roper expects the segment to maintain solid momentum by delivering organic revenue growth of more than mid-single digits for the rest of 2026. The Application Software segment is well-positioned to drive Roper’s long-term growth and profitability, supported by recurring subscription revenues, broader software adoption and ongoing product enhancements.
Segment Snapshot of ROP’s PeersAmong its major peers, Atlassian Corp.’s (TEAM - Free Report) AI-powered capabilities are seeing rapid adoption. Atlassian’s AI-powered Rovo platform and automation tools are boosting growth in its premium and enterprise offerings, driven by strong demand for AI-based workflows. Atlassian’s focus on adding generative AI features to its collaboration software is expected to support long-term revenue growth.
Roper's other peer, Autodesk, Inc.’s (ADSK - Free Report) performance is gaining from new business growth, steady subscription renewal rates and strong competitive performance. Higher demand for its cloud-based products, mobile solutions and design suites also bodes well for Autodesk. Autodesk’s aggressive push into cloud infrastructure and AI integration demands substantial capital deployment for data centers, computing resources and specialized talent acquisition.
ROP’s Price Performance, Valuation & EstimatesShares of Roper have gained 14% in the past month compared with the industry’s growth of 13.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, ROP is trading at a forward price-to-earnings ratio of 16.91X compared with the industry’s average of 18.93X. Roper carries a Value Score of C.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ROP’s 2026 earnings has increased 4.7% over the past 60 days.
Image Source: Zacks Investment Research
Roper currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PORTLAND, Ore., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Contract rates for dry van and refrigerated truckload freight posted their largest June-to-July increases on record, according to DAT Freight & Analytics , provider of the industry's leading load boards and freight analytics.
Roper Technologies, Inc. (ROP) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 11, 2026 9:55 AM EDT
Company Participants
Jason Conley - Executive VP & CFO
Zack Moxcey - Vice President of Investor Relations
Conference Call Participants
Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division
Presentation
Hoi-Fung Wong
Oppenheimer & Co. Inc., Research Division
Good morning, everyone. Welcome to the Oppenheimer Technology Conference. Ken Wong here. I think most of you guys know me, your software analyst. Happy to have with us the team from Roper. I've got Jason Conley, EVP and CFO; Zack Moxcey, VP of Investor Relations. Good morning, guys. Welcome aboard.
Jason Conley
Executive VP & CFO
Good morning. Good to see you, Ken.
Hoi-Fung Wong
Oppenheimer & Co. Inc., Research Division
Great to see you guys also. [Operator Instructions] So with that, Jason, welcome aboard. Look, I think a lot of folks now, especially in the tech world, are generally very much aware of Roper. You guys have made a fantastic transformation from an industrial company to a software company. But even still, I think it'd be great to provide the audience with a kind of a quick background on Roper, and then we can dive into the formal fireside.
Jason Conley
Executive VP & CFO
Sure, love to. So yes, Roper is a vertical market software and technology company. And -- we're focused on sustainably compounding free cash flow per share in the mid-teens over a long period of time. We are kind of an N of 1 in the software space because we have this sustainable M&A motion, so we have a lot of M&A optionality.
With that, we own 29 businesses, they're leaders in their niche vertical markets. And typically, we choose fairly smaller TAMs. We think they're attractive because of their protective nature and with
August 04, 2026 08:30 ET | Source: Roper Technologies, Inc.
SARASOTA, Fla., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Oppenheimer 29th Annual Technology, Internet & Communications Conference on Tuesday, August 11, 2026, at 9:55 AM (Eastern Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
Investors interested in stocks from the Computers - IT Services sector have probably already heard of Amdocs (DOX) and Roper Technologies (ROP). But which of these two companies is the best option for those looking for undervalued stocks?
[url="]Illumia[/url], a leading provider of technology solutions that power payments, identity, commerce, and foodservice operations across higher education, he
Assetmark Inc. reduced its stake in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 76.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,791 shares of the industrial products company’s stock after selling 8,949 shares during the quarter. Assetmark Inc.’s holdings in Roper Technologies were worth $988,000 at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of the stock. Empire Life Investments Inc. lifted its position in Roper Technologies by 38.5% during the fourth quarter. Empire Life Investments Inc. now owns 45,517 shares of the industrial products company’s stock worth $20,261,000 after purchasing an additional 12,645 shares during the period. Vanguard Group Inc. increased its holdings in Roper Technologies by 12.5% in the 4th quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock valued at $5,553,932,000 after buying an additional 1,384,656 shares during the period. BNP Paribas Financial Markets raised its position in shares of Roper Technologies by 31.6% in the 4th quarter. BNP Paribas Financial Markets now owns 444,950 shares of the industrial products company’s stock valued at $198,061,000 after buying an additional 106,902 shares in the last quarter. Mattern Capital Management LLC lifted its holdings in shares of Roper Technologies by 36.6% during the 4th quarter. Mattern Capital Management LLC now owns 18,516 shares of the industrial products company’s stock worth $8,242,000 after acquiring an additional 4,966 shares during the period. Finally, Horizon Investments LLC lifted its holdings in shares of Roper Technologies by 94.7% during the 4th quarter. Horizon Investments LLC now owns 9,519 shares of the industrial products company’s stock worth $4,229,000 after acquiring an additional 4,629 shares during the period. 93.31% of the stock is currently owned by institutional investors and hedge funds.
Roper Technologies Stock Performance Shares of Roper Technologies stock opened at $367.34 on Friday. The company’s 50 day moving average price is $340.29 and its two-hundred day moving average price is $354.44. The firm has a market capitalization of $37.07 billion, a P/E ratio of 15.22, a P/E/G ratio of 1.65 and a beta of 0.76. Roper Technologies, Inc. has a fifty-two week low of $305.96 and a fifty-two week high of $564.68. The company has a debt-to-equity ratio of 0.57, a current ratio of 0.55 and a quick ratio of 0.49.
Roper Technologies (NASDAQ:ROP – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The industrial products company reported $5.38 EPS for the quarter, beating analysts’ consensus estimates of $5.29 by $0.09. The company had revenue of $2.11 billion during the quarter. Roper Technologies had a return on equity of 11.36% and a net margin of 30.24%.The firm’s revenue was up 8.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.87 earnings per share. Roper Technologies has set its FY 2026 guidance at 22.150-22.300 EPS and its Q3 2026 guidance at 5.750-5.800 EPS. On average, equities analysts forecast that Roper Technologies, Inc. will post 22.22 earnings per share for the current fiscal year.
Roper Technologies Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Wednesday, July 8th were paid a $0.91 dividend. The ex-dividend date of this dividend was Wednesday, July 8th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Roper Technologies’s dividend payout ratio is currently 15.08%.
Wall Street Analyst Weigh In A number of brokerages recently issued reports on ROP. Zacks Research cut shares of Roper Technologies from a “strong-buy” rating to a “hold” rating in a research note on Thursday, June 25th. Robert W. Baird set a $480.00 target price on Roper Technologies in a research note on Friday. Raymond James Financial downgraded Roper Technologies from a “strong-buy” rating to a “market perform” rating in a report on Wednesday. BMO Capital Markets initiated coverage on Roper Technologies in a research note on Friday, July 10th. They issued a “market perform” rating and a $393.00 price target on the stock. Finally, Barclays lowered their price target on Roper Technologies from $380.00 to $373.00 and set an “underweight” rating for the company in a report on Friday, April 24th. Six research analysts have rated the stock with a Buy rating, nine have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Roper Technologies presently has a consensus rating of “Hold” and a consensus price target of $466.88.
Read Our Latest Stock Analysis on Roper Technologies
Key Roper Technologies News Here are the key news stories impacting Roper Technologies this week:
Positive Sentiment: Roper posted Q2 adjusted EPS of $5.38, topping the $5.29 consensus, while revenue rose 8.5% year over year to $2.11 billion, signaling solid operational momentum. Roper Technologies Lifts 2026 Targets, 2Q Profit, Revenues Rise Positive Sentiment: The company raised full-year 2026 guidance, now expecting EPS of $22.15 to $22.30 and Q3 EPS of $5.75 to $5.80, both above prior Wall Street expectations. Roper Technologies raises annual profit forecast on AI software demand 2026-07-23 Positive Sentiment: Management said demand is benefiting from AI-integrated software products, reinforcing the growth story in its software-focused businesses. Roper Q2 Earnings Top Estimates, Application Software Sales Up Y/Y Neutral Sentiment: Piper Sandler trimmed its price target to $526 from $540, but kept an Overweight rating, suggesting the firm still sees meaningful upside from current levels. Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
Featured Stories Five stocks we like better than Roper Technologies Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 Want to see what other hedge funds are holding ROP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Roper Technologies, Inc. (NASDAQ:ROP – Free Report).
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Key Takeaways Roper topped Q2 earnings and revenue estimates as Application Software delivered solid organic growth.ROP benefited from acquisitions and strength across software and technology-enabled product businesses.Roper raised its 2026 earnings outlook and expects revenue growth above 8% with about 6% organic growth. Roper Technologies’ (ROP - Free Report) second-quarter 2026 adjusted earnings of $5.38 per share surpassed the Zacks Consensus Estimate of $5.29. The bottom line increased 10% on a year-over-year basis.
Roper’s net revenues of $2.11 billion beat the consensus estimate of $2.10 billion. The top line increased 9% year over year. Organic revenues grew 5%, driven by solid momentum in the Application Software segment. Acquisitions boosted sales by 3%.
Roper’s Segmental Performance in Q2The company reports under three segments, namely Application Software, Network Software and Technology Enabled Products.
Application Software’s revenues totaled $1.18 billion, representing 56% of the quarter’s top line. The metric came almost in line with the Zacks Consensus Estimate. The segment’s revenues increased 8% on a year-over-year basis. Organic revenues increased 5%. Acquisitions boosted sales by 3%. Solid momentum in the company’s Aderant, Deltek, Vertafore and CentralReach businesses augmented the segment’s performance.
Network Software & Systems generated revenues of $430.9 million, accounting for 20.4% of the quarterly top line. The Zacks Consensus Estimate for the segment’s revenues was pegged at $437 million. Segmental revenues grew 12% year over year. Organic revenues increased 4%. Acquisitions boosted sales by 8%. Strong momentum in the ConstructConnect, Foundry and DAT businesses supported the segment’s performance.
The Technology Enabled Products segment generated revenues of $497.2 million, accounting for 23.6% of the quarter’s top line. The Zacks Consensus Estimate for the segment’s revenues was pegged at $475 million. Sales were up 7% year over year. Organic revenues grew 7%. The strong performance of the Verathon and NDI businesses drove the segment’s top-line performance.
ROP’s Margin ProfileRoper’s cost of sales increased 6.8% year over year to $638.7 million. Gross profit increased 9.3% to about $1.47 billion, while the gross margin increased to 69.7% from 69.2% in the year-ago quarter.
Selling, general and administrative expenses increased 11.1% year over year to $885.5 million. Adjusted EBITDA was $815 million, reflecting year-over-year growth of 5%. The margin decreased 130 basis points to 38.6%. Interest expenses (net) increased 40.8% year over year to $111.4 million.
Balance Sheet & Cash Flow of RoperExiting the second quarter of 2026, Roper had cash and cash equivalents of $364.9 million compared with $297.4 million at the end of December 2025. Long-term debt (net of current portion) was $10.60 billion compared with $8.60 billion at the end of 2025.
Roper generated net cash of $1.06 billion from operating activities in the first six months of 2026, reflecting an increase of 13.8% from the year-ago level. Capital expenditure totaled $25.3 million compared with $26 million in the year-ago period.
In the same period, ROP rewarded its shareholders with a dividend payment of $191.4 million, up 8% year over year. It repurchased shares worth $3.2 billion.
Roper’s OutlookFor 2026, Roper expects adjusted earnings per share from continuing operations to be in the range of $22.15-$22.30 compared with $21.80-$22.05 projected earlier. Total revenues are expected to increase more than 8%. Organic revenues are anticipated to increase approximately 6% from the year-ago number.
For the third quarter of 2026, Roper anticipates adjusted earnings to be in the band of $5.75-$5.80 per share.
ROP’s Zacks Rank and Other Stocks to ConsiderThe company currently carries a Zacks Rank #2 (Buy). Some other top-ranked stocks are discussed below:
Amdocs (DOX - Free Report) carries a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Amdocs’ earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 1.3%. In the past 60 days, the Zacks Consensus Estimate for DOX’s fiscal 2026 bottom line has been stable.
CoStar Group (CSGP - Free Report) presently carries a Zacks Rank of 2. CoStar Group’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 23%. In the past 60 days, the Zacks Consensus Estimate for CSGP’s 2026 earnings has been stable.
Nutanix (NTNX - Free Report) currently carries a Zacks Rank of 2. Nutanix’s earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 19.3%. In the past 60 days, the Zacks Consensus Estimate for NTNX’s fiscal 2026 earnings has increased 5.5%.
Roper Technologies (ROP - Free Report) reported $2.11 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 8.5%. EPS of $5.38 for the same period compares to $4.87 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.1 billion, representing a surprise of +0.5%. The company delivered an EPS surprise of +1.7%, with the consensus EPS estimate being $5.29.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Roper Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net revenues- Application Software: $1.18 billion versus the five-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +7.9%.Net revenues- Technology Enabled Products: $497.2 million versus $474.96 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.Net revenues- Network Software: $430.9 million compared to the $437.04 million average estimate based on five analysts. The reported number represents a change of +11.8% year over year.Operating Profit- Application Software: $324 million compared to the $311.94 million average estimate based on three analysts.Operating Profit- Technology Enabled Products: $165.7 million versus $158.53 million estimated by three analysts on average.Operating Profit- Network Software: $176.6 million versus the three-analyst average estimate of $176.79 million.View all Key Company Metrics for Roper Technologies here>>>
Shares of Roper Technologies have returned +1.5% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Roper Technologies NASDAQ: ROP reported second-quarter results that topped its internal expectations and raised its full-year outlook, citing solid organic growth, continued strong retention and accelerating artificial intelligence product development across its portfolio.
Roper Technologies (ROP - Free Report) came out with quarterly earnings of $5.38 per share, beating the Zacks Consensus Estimate of $5.29 per share. This compares to earnings of $4.87 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.70%. A quarter ago, it was expected that this industrial equipment maker would post earnings of $4.97 per share when it actually produced earnings of $5.16, delivering a surprise of +3.82%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Roper Technologies, which belongs to the Zacks Computers - IT Services industry, posted revenues of $2.11 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.50%. This compares to year-ago revenues of $1.94 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Roper Technologies shares have lost about 24.4% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Roper Technologies?While Roper Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Roper Technologies was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $5.63 on $2.16 billion in revenues for the coming quarter and $21.86 on $8.54 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Dynatrace (DT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This software intellegence company is expected to post quarterly earnings of $0.45 per share in its upcoming report, which represents a year-over-year change of +7.1%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.
Dynatrace's revenues are expected to be $549.3 million, up 15.1% from the year-ago quarter.
Increases full year guidance July 23, 2026 06:55 ET | Source: Roper Technologies, Inc.
SARASOTA, Fla., July 23, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the second quarter ended June 30, 2026.
Second quarter 2026 highlights
Revenue increased 9% to $2.11 billion; organic revenue was +5% and acquisition contribution was +3%GAAP DEPS increased 233% to $11.62; adjusted DEPS increased 10% to $5.38GAAP operating cash flow increased 16% to $469 million; adjusted free cash flow increased 11% to $447 millionRepurchased 3.6 million shares for $1.2 billion in Q2 (program to date: 9.0 million shares for $3.2 billion) "Roper delivered another solid quarter, with 9% total revenue growth, 5% organic revenue growth, and 11% free cash flow growth," said Neil Hunn, Roper Technologies' President and CEO. "We repurchased 3.6 million shares for $1.2 billion during the quarter, bringing our cumulative repurchase activity over the past three quarters to 9.0 million shares or more than 8% of shares outstanding, and rolling our share count back to 2013 levels."
"We continue to accelerate our pace of AI innovation, having launched multiple new products across the portfolio this quarter that expand our addressable markets. Early adopters are seeing the value of these solutions that address complex workflow challenges. This reinforces our conviction that Roper's vertical market-leading businesses, with deep domain expertise and proprietary data, are well positioned to create differentiated value for customers."
"Given the combination of our strong first half performance, share repurchases to date, and durable customer demand for our mission-critical solutions, we are raising our full year outlook. With significant capital deployment capacity, we are focused on attractive acquisition targets that will continue compounding free cash flow per share for our shareholders," concluded Mr. Hunn.
Increasing 2026 guidance
Roper now expects full year 2026 adjusted DEPS of $22.15 - $22.30, compared to previous guidance of $21.80 - $22.05. The Company increased its full year total revenue growth outlook to 8%+, compared to a previous outlook of ~8%, and increased its organic revenue growth outlook to ~6%, compared to a previous outlook of +5 - 6%.
For the third quarter of 2026, the Company expects adjusted DEPS of $5.75 - $5.80.
The Company’s guidance excludes the impact of unannounced future acquisitions or divestitures, proceeds from Indicor's pending divestiture of its instrumentation businesses, as well as potential share repurchases.
Conference call to be held at 8:00 AM (ET) today
A conference call to discuss these results has been scheduled for 8:00 AM ET on Thursday, July 23, 2026. The call can be accessed via webcast or by dialing +1 800-836-8184 (US/Canada) or +1 646-357-8785, using conference call ID 70538. Webcast information and conference call materials will be made available in the Investors section of Roper’s website (www.ropertech.com) prior to the start of the call. The webcast can also be accessed directly by using the following URL https://event.webcast. Telephonic replays will be available for up to two weeks and can be accessed by dialing +1 646-517-4150 with access code 70538 #.
Use of non-GAAP financial information
The Company supplements its consolidated financial statements presented on a GAAP basis with certain non-GAAP financial information to provide investors with greater insight, increase transparency and allow for a more comprehensive understanding of the information used by management in its financial and operational decision-making. Reconciliation of non-GAAP measures to their most directly comparable GAAP measures are included in the accompanying financial schedules or tables. The non-GAAP financial measures disclosed by the Company should not be considered a substitute for, or superior to, financial measures prepared in accordance with GAAP, and the financial results prepared in accordance with GAAP and reconciliations from these results should be carefully evaluated.
Minority interest
Following the sale of a majority stake in its industrial businesses to CD&R, Roper holds a minority interest in Indicor. The fair value of Roper’s equity investment in Indicor is updated on a quarterly basis and reported as "equity investment (gain) loss, net." Roper makes non-GAAP adjustments for the impacts associated with this investment.
Table 1: Revenue and adjusted EBITDA reconciliation ($M) Q2 2025 Q2 2026 V %GAAP revenue$ 1,944 $ 2,109 9 %
Components of revenue growth Organic 5 %
Acquisitions 3 %
Foreign exchange — %
Total revenue growth 9 %
Adjusted EBITDA reconciliation GAAP net earnings$ 378 $ 1,168 Taxes 107 140 Interest expense 79 111 Depreciation 10 10 Amortization 213 221 EBITDA$ 788 $ 1,650 109 %
Transaction-related expenses for completed
acquisitions 4 — Financial impacts associated with minority
investments (17) (835)A Adjusted EBITDA$ 775 $ 815 5 %
Adjusted EBITDA margin 39.9% 38.6% (130 bps)
Table 2: Adjusted net earnings reconciliation ($M) Q2 2025 Q2 2026 V %GAAP net earnings$ 378 $ 1,168 209 %
Transaction-related expenses for completed
acquisitions 3 — Financial impacts associated with minority
investments (13) (791)A Amortization of acquisition-related intangible
assets 160 164 B Adjusted net earnings C$ 528 $ 542 3 %
Table 3: Adjusted DEPS reconciliation Q2 2025 Q2 2026 V %GAAP DEPS$ 3.49 $ 11.62 233 %
Transaction-related expenses for completed
acquisitions 0.03 — Financial impacts associated with minority
investments (0.12) (7.86)A Amortization of acquisition-related intangible
assets 1.48 1.63 B Adjusted DEPS C$ 4.87 $ 5.38 10 %
Table 4: Adjusted cash flow reconciliation ($M) Q2 2025 Q2 2026 V %Operating cash flow$ 404 $ 469 16 %
Taxes paid in period related to divestiture 30 — Adjusted operating cash flow$ 434 $ 469 8 %
Capital expenditures (16) (11) Capitalized software expenditures (14) (16) Outgo beneficial interest collections — 4 D Adjusted free cash flow$ 403 $ 447 11 %
Table 5: Forecasted adjusted DEPS reconciliation Q3 2026 FY 2026 Low end High end Low end High endGAAP DEPS E$ 4.07 $ 4.12 $ 24.78 $ 24.93 YTD financial impacts associated with the
minority investment in Indicor ATBD TBD (9.16) (9.16)Amortization of acquisition-related
intangible assets B 1.68 1.68 6.53 6.53 Adjusted DEPS C$ 5.75 $ 5.80 $ 22.15 $ 22.30 Footnotes:
A.Adjustments related to the financial impacts associated with the minority investment in Indicor as shown below ($M, except per share data). Forecasted results do not include any future impacts associated with our minority investment in Indicor, as these future impacts cannot be reasonably predicted. These impacts will be excluded from all non-GAAP results in future periods. Q2 2026A Q3 2026E FY 2026E YTD 2026 Pretax$ (835) TBD TBD $ (1,002) After-tax$ (791) TBD TBD $ (925) Per share$ (7.86) TBD TBD $ (9.16) B.Actual results and forecast of estimated amortization of acquisition-related intangible assets as shown below ($M, except per share data). Q2 2026A Q3 2026E FY 2026E Pretax$ 208 $ 211 $ 835 After-tax$ 164 $ 167 $ 660 Per share$ 1.63 $ 1.68 $ 6.53 C.All actual and forecasted non-GAAP adjustments are taxed at 21% with the exception of the financial impacts associated with minority investments. D.Cash collected on Outgo's beneficial interest, the residual amount owed to Outgo after it sells receivables to a third-party financial institution, classified within cash flows from investing activities. E.Forecasted GAAP DEPS do not include any future impacts associated with our minority investment in Indicor. These impacts will be excluded from all non-GAAP results in future periods. Note: Numbers may not foot due to rounding.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
The information provided in this press release contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be indicated by words or phrases such as "anticipate," "estimate," "plans," "expects," "projects," "should," "will," "believes," "intends" and similar words and phrases. These statements reflect management's current beliefs and are not guarantees of future performance. They involve risks and uncertainties that could cause actual results to differ materially from those contained in any forward-looking statement. Such risks and uncertainties include our ability to identify and complete acquisitions consistent with our business strategies, integrate acquisitions that have been completed, realize expected benefits and synergies from, and manage other risks associated with, acquired businesses, including obtaining any required regulatory approvals with respect thereto, and our ability to develop, deploy, and use artificial intelligence in our platforms and offerings. We also face other general risks, including our ability to realize cost savings from our operating initiatives, general economic conditions and the conditions of the specific markets in which we operate, including risks related to labor shortages and volatile interest rates, changes in foreign exchange rates, risks related to changing U.S. and foreign trade policies, including increased trade restrictions or tariffs, risks associated with our international operations, cybersecurity and data privacy risks, including litigation resulting therefrom, risks related to political instability, armed hostilities, incidents of terrorism, public health crises or natural disasters, increased product liability and insurance costs, increased warranty exposure, future competition, changes in the supply of, or price for, parts and components, including as a result of inflation and potential supply chain constraints, environmental compliance costs and liabilities, risks and cost associated with litigation, potential write-offs of our substantial intangible assets, and risks associated with obtaining governmental approvals and maintaining regulatory compliance for new and existing products. Important risks may be discussed in current and subsequent filings with the SEC. You should not place undue reliance on any forward-looking statements. These statements speak only as of the date they are made, and we undertake no obligation to update publicly any of them in light of new information or future events.
Roper Technologies, Inc. Condensed Consolidated Balance Sheets (unaudited) (Amounts in millions) June 30, 2026 December 31, 2025ASSETS: Cash and cash equivalents$ 364.9 $ 297.4 Accounts receivable, net 927.2 1,001.0 Inventories, net 145.4 141.7 Income taxes receivable 73.3 128.2 Unbilled receivables 153.8 124.0 Prepaid expenses and other current assets 253.9 235.8 Total current assets 1,918.5 1,928.1 Property, plant and equipment, net 158.7 156.9 Goodwill 21,330.7 21,341.2 Other intangible assets, net 9,347.3 9,764.2 Deferred taxes 67.8 73.3 Equity investment 1,792.2 796.3 Other assets 554.3 517.0 Total assets$ 35,169.5 $ 34,577.0 LIABILITIES AND STOCKHOLDERS’ EQUITY: Accounts payable$ 174.1 $ 150.3 Accrued compensation 232.0 293.0 Deferred revenue 1,707.8 1,906.8 Other accrued liabilities 588.9 642.3 Income taxes payable 49.4 28.0 Current portion of long-term debt, net 718.3 705.2 Total current liabilities 3,470.5 3,725.6 Long-term debt, net of current portion 10,601.1 8,595.8 Deferred taxes 1,897.4 1,883.1 Other liabilities 500.2 491.0 Total liabilities 16,469.2 14,695.5 Common stock, 350.0 shares authorized; 109.4 shares
issued and 98.9 outstanding at June 30, 2026 and 109.3
shares issued and 106.6 outstanding at December 31, 2025 1.1 1.1 Additional paid-in capital 3,391.9 3,292.2 Retained earnings 18,697.6 17,205.7 Accumulated other comprehensive loss (135.5) (101.4)Treasury stock, 10.5 shares at June 30, 2026 and 2.7 shares
at December 31, 2025 (3,254.8) (516.1)Total stockholders’ equity 18,700.3 19,881.5 Total liabilities and stockholders’ equity$ 35,169.5 $ 34,577.0 Roper Technologies, Inc. Condensed Consolidated Statements of Earnings (unaudited) (Amounts in millions, except per share data) Three months ended
June 30, Six months ended
June 30, 2026 2025 2026 2025Net revenues$ 2,108.9 $ 1,943.6 $ 4,204.2 $ 3,826.4Cost of sales 638.7 598.2 1,280.2 1,187.3Gross profit 1,470.2 1,345.4 2,924.0 2,639.1 Selling, general and administrative expenses 885.5 797.1 1,769.7 1,565.0Income from operations 584.7 548.3 1,154.3 1,074.1 Interest expense, net 111.4 79.1 210.7 142.0Equity investment (gain) loss, net (835.2) (16.6) (1,002.5) 27.8Other expense, net 0.5 0.5 3.1 1.0Earnings before income taxes 1,308.0 485.3 1,943.0 903.3 Income taxes 139.5 107.0 265.6 193.9Net earnings$ 1,168.5 $ 378.3 $ 1,677.4 $ 709.4 Net earnings per share: Basic$ 11.64 $ 3.52 $ 16.40 $ 6.60Diluted$ 11.62 $ 3.49 $ 16.35 $ 6.55 Weighted average common shares outstanding: Basic 100.4 107.6 102.3 107.5Diluted 100.6 108.4 102.6 108.3 Roper Technologies, Inc. Selected Segment Financial Data (unaudited) (Amounts in millions; percentages of net revenues) Three months ended June 30, Six months ended June 30, 2026 2025 2026 2025 Amount % Amount % Amount % Amount %Net revenues: Application Software$ 1,180.8 $ 1,094.9 $ 2,372.3 $ 2,163.1 Network Software 430.9 385.4 858.5 761.3 Technology Enabled Products 497.2 463.3 973.4 902.0 Total$ 2,108.9 $ 1,943.6 $4,204.2 $ 3,826.4 Gross profit: Application Software$ 823.7 69.8% $ 753.3 68.8% $ 1,646.3 69.4% $ 1,474.1 68.1%Network Software 363.4 84.3% 320.8 83.2% 723.8 84.3% 636.4 83.6%Technology Enabled Products 283.1 56.9% 271.3 58.6% 553.9 56.9% 528.6 58.6% Total$ 1,470.2 69.7% $ 1,345.4 69.2% $ 2,924.0 69.5% $ 2,639.1 69.0% Operating profit*: Application Software$ 324.0 27.4% $ 294.6 26.9% $ 643.2 27.1% $ 571.4 26.4%Network Software 176.6 41.0% 169.3 43.9% 350.4 40.8% 336.0 44.1%Technology Enabled Products 165.7 33.3% 164.1 35.4% 320.1 32.9% 317.7 35.2% Total$ 666.3 31.6% $ 628.0 32.3% $ 1,313.7 31.2% $ 1,225.1 32.0% * Segment operating profit is before unallocated corporate general and administrative expenses and enterprise-wide stock-based compensation. These expenses were $81.6 and $79.7 for the three months ended June 30, 2026 and 2025, respectively, and $159.4 and $151.0 for the six months ended June 30, 2026 and 2025, respectively. Roper Technologies, Inc. Condensed Consolidated Statements of Cash Flows (unaudited)(Amounts in millions) Six months ended
June 30, 2026 2025 Cash flows from operating activities: Net earnings$ 1,677.4 $ 709.4 Adjustments to reconcile net earnings to cash flows from operating activities: Depreciation and amortization of property, plant and equipment 20.1 19.6 Amortization of intangible assets 440.9 417.2 Amortization of deferred financing costs 6.3 5.5 Non-cash stock compensation 108.2 82.7 Equity investment (gain) loss, net (1,002.5) 27.8 Income tax provision 265.6 193.9 Changes in operating assets and liabilities, net of acquired businesses: Accounts receivable 71.0 37.4 Unbilled receivables (30.8) (9.7)Inventories (4.9) (9.6)Prepaid expenses and other current assets (23.3) (22.9)Accounts payable 24.4 7.0 Other accrued liabilities (93.9) (115.4)Deferred revenue (193.6) (132.7)Cash taxes paid for gain on disposal of equity investment — (30.2)Cash income taxes paid, excluding tax associated with gain on disposal of equity investment (190.2) (233.7)Other, net (13.1) (13.5)Cash provided by operating activities 1,061.6 932.8 Cash flows from (used in) investing activities: Acquisitions of businesses, net of cash acquired (27.5) (2,005.2)Capital expenditures (25.3) (26.0)Capitalized software expenditures (30.9) (26.8)Distributions from equity investment 6.7 5.1 Cash receipts on beneficial interest in sold receivables 4.5 — Other, net 0.2 1.6 Cash used in investing activities (72.3) (2,051.3) Cash flows from (used in) financing activities: Borrowings under revolving credit facility, net 2,000.0 1,275.0 Debt issuance costs (3.9) — Cash dividends to stockholders (191.4) (177.2)Repurchases of common stock (2,726.7) — Proceeds from (tax withholding payments for) stock-based compensation, net (8.6) 73.8 Treasury stock sales under employee stock purchase plan 12.7 12.5 Other, net 12.8 (43.9)Cash provided by (used in) financing activities (905.1) 1,140.2 Effect of exchange rate changes on cash (16.7) 32.5 Net increase in cash and cash equivalents 67.5 54.2 Cash and cash equivalents, beginning of period 297.4 188.2 Cash and cash equivalents, end of period$ 364.9 $ 242.4
The upcoming report from Roper Technologies (ROP - Free Report) is expected to reveal quarterly earnings of $5.29 per share, indicating an increase of 8.6% compared to the year-ago period. Analysts forecast revenues of $2.1 billion, representing an increase of 7.9% year over year.
The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
Given this perspective, it's time to examine the average forecasts of specific Roper Technologies metrics that are routinely monitored and predicted by Wall Street analysts.
According to the collective judgment of analysts, 'Net revenues- Application Software' should come in at $1.18 billion. The estimate indicates a change of +8.2% from the prior-year quarter.
Based on the collective assessment of analysts, 'Net revenues- Technology Enabled Products' should arrive at $476.04 million. The estimate indicates a change of +2.8% from the prior-year quarter.
Analysts predict that the 'Net revenues- Network Software' will reach $436.50 million. The estimate indicates a change of +13.3% from the prior-year quarter.
The consensus estimate for 'Operating Profit- Application Software' stands at $311.94 million. Compared to the present estimate, the company reported $294.60 million in the same quarter last year.
Analysts' assessment points toward 'Operating Profit- Technology Enabled Products' reaching $158.53 million. The estimate is in contrast to the year-ago figure of $164.10 million.
Analysts forecast 'Operating Profit- Network Software' to reach $176.79 million. Compared to the present estimate, the company reported $169.30 million in the same quarter last year.
View all Key Company Metrics for Roper Technologies here>>>
Shares of Roper Technologies have experienced a change of +11.6% in the past month compared to the -0.6% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), ROP is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways ROP is expected to report Q2 revenues of $2.10 billion, up 7.9%, with adjusted EPS of $5.29.ROP may benefit from SaaS demand, GenAI solutions and recurring revenues across software units.ROP's Subsplash acquisition may aid revenues, while high costs and a stronger U.S. dollar remain headwinds. Roper Technologies, Inc. (ROP - Free Report) is scheduled to release second-quarter 2026 results on July 23, before market open.
The Zacks Consensus Estimate for Roper Technologies’ second-quarter earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 1.7%.
The consensus estimate for the company’s revenues is pegged at $2.10 billion, indicating growth of 7.9% from the prior-year quarter’s figure. The consensus estimate for adjusted earnings is pinned at $5.29 per share, indicating 8.6% growth from the year-ago quarter’s number.
Let’s see how things have shaped up for Roper Technologies this earnings season.
Factors to Note Ahead of ROP’s Q2 ResultsROP’s Application Software segment’s second-quarter performance is expected to have benefited from strength across its Aderant, Deltek, Vertafore, PowerPlan and CentralReach businesses. The growing adoption of SaaS solutions and continued GenAI innovation are likely to have been key catalysts to Aderant's business growth. The Deltek business is likely to have gained from the strong demand for SaaS solutions in the private sector.
The Vertafore business is anticipated to have performed well, driven by excellent enterprise delivery capabilities to the large customers in the market. The adoption of new SaaS solutions, along with strong customer retention, is expected to drive the PowerPlan business’ results. Strength in the CentralReach business, driven by higher recurring revenues, is expected to have acted as a tailwind for the segment. For the second quarter, the Zacks Consensus Estimate for the Application Software segment’s revenues is pegged at $1.18 billion, indicating an 8.1% increase from the year-ago reported number.
Roper Technologies’ Network Software segment is expected to have benefited from strong momentum across alternate site healthcare, construction and freight match markets. Solid demand for Gen AI-powered solutions within the ConstructConnect business is likely to have driven the segment. Increased average revenue per user (ARPU), driven by a rise in product packaging and continued customer cross-sell activity, is likely to have supported the DAT business. Strength in SoftWriters and Subsplash businesses is also likely to have aided the segment. For the second quarter, the Zacks Consensus Estimate for the segment’s revenues is pegged at $437 million, indicating a 13.5% rise on a year-over-year basis.
The performance of the Technology Enabled Products segment is likely to have been driven by continued demand for ultrasonic meters and rising demand for cloud-based data and billing software solutions. Solid momentum in the Verathon and NDI businesses, supported by strength across single-use BFlex & GlideScope offerings and cardiac, neurology & orthopedic precision measurement solutions, is likely to have been another tailwind. However, softness in the water meter technology business is expected to have put up a weak show in the quarter. For the second quarter, the Zacks Consensus Estimate for the segment’s revenues is pegged at $159 million, indicating a 3% decline from the year-ago reported number.
Nevertheless, ROP has remained focused on expanding its product offerings and market presence through buyouts, which is expected to have boosted its top line. In July 2025, Roper Technologies acquired Subsplash, a provider of cloud-based solutions. The inclusion of Subsplash’s modern technology platform, strong recurring revenue base and software-led payments capability is expected to aid ROP’s second-quarter results.
However, rising operating costs, owing to higher costs related to the amortization of acquired assets, are expected to have affected the company’s bottom line.
Also, given Roper Technologies’ extensive geographic presence, its operations are exposed to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt its overseas business.
Earnings WhisperOur proven model does not conclusively predict an earnings beat for ROP this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: Roper Technologies has an Earnings ESP of -0.22% as the Zacks Consensus Estimate is pegged at $5.29 per share, higher than the Most Accurate Estimate of $5.28. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: ROP presently carries a Zacks Rank of 2.
Stocks With the Favorable CombinationHere are three companies, which according to our model, have the right combination of elements to post an earnings beat this season.
Vertiv (VRT - Free Report) has an Earnings ESP of +3.28% and a Zacks Rank of 2 at present. The company is slated to release second-quarter 2026 results on July 29. You can see the complete list of today’s Zacks #1 Rank stocks here.
Vertiv’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being a negative 14.7%.
EPAM Systems, Inc. (EPAM - Free Report) has an Earnings ESP of +0.23% and a Zacks Rank of 3 at present. The company is scheduled to release second-quarter 2026 results on Aug. 6.
EPAM Systems’ earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 3.8%.
Leidos Holdings, Inc. (LDOS - Free Report) has an Earnings ESP of +3.54% and a Zacks Rank of 3 at present. The company is slated to release second-quarter 2026 results on Aug. 4.
Leidos’ earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 13.8%.
California Public Employees Retirement System cut its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 14.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 248,003 shares of the industrial products company’s stock after selling 40,725 shares during the quarter. California Public Employees Retirement System owned 0.25% of Roper Technologies worth $87,758,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of ROP. Norges Bank acquired a new position in shares of Roper Technologies during the 4th quarter valued at $1,112,873,000. Vanguard Group Inc. grew its holdings in Roper Technologies by 12.5% in the fourth quarter. Vanguard Group Inc. now owns 12,477,100 shares of the industrial products company’s stock worth $5,553,932,000 after purchasing an additional 1,384,656 shares during the period. OpenArc Corporate Advisory LLC acquired a new stake in Roper Technologies in the fourth quarter worth $367,567,000. AQR Capital Management LLC increased its stake in Roper Technologies by 194.6% in the fourth quarter. AQR Capital Management LLC now owns 772,347 shares of the industrial products company’s stock valued at $343,795,000 after purchasing an additional 510,138 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased its stake in Roper Technologies by 131.6% in the third quarter. Qube Research & Technologies Ltd now owns 750,800 shares of the industrial products company’s stock valued at $374,416,000 after purchasing an additional 426,648 shares in the last quarter. Institutional investors and hedge funds own 93.31% of the company’s stock.
Roper Technologies Price Performance Roper Technologies stock opened at $363.14 on Monday. The firm has a market capitalization of $36.65 billion, a price-to-earnings ratio of 22.68, a price-to-earnings-growth ratio of 1.65 and a beta of 0.76. The firm’s fifty day moving average price is $336.99 and its two-hundred day moving average price is $356.96. Roper Technologies, Inc. has a 1-year low of $305.96 and a 1-year high of $566.24. The company has a current ratio of 0.53, a quick ratio of 0.49 and a debt-to-equity ratio of 0.52.
Roper Technologies (NASDAQ:ROP – Get Free Report) last posted its earnings results on Thursday, April 23rd. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.97 by $0.19. Roper Technologies had a net margin of 21.12% and a return on equity of 11.16%. The company had revenue of $2.10 billion during the quarter. During the same period in the previous year, the firm earned $4.78 earnings per share. The company’s revenue was up 11.3% on a year-over-year basis. Roper Technologies has set its Q2 2026 guidance at 5.250-5.30 EPS and its FY 2026 guidance at 21.800-22.050 EPS. On average, equities research analysts predict that Roper Technologies, Inc. will post 21.95 earnings per share for the current fiscal year.
Roper Technologies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Wednesday, July 8th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Wednesday, July 8th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Roper Technologies’s dividend payout ratio is 22.74%.
Wall Street Analysts Forecast Growth ROP has been the topic of a number of research analyst reports. Weiss Ratings reissued a “sell (d+)” rating on shares of Roper Technologies in a research report on Monday, June 8th. Piper Sandler boosted their target price on Roper Technologies from $530.00 to $540.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. BMO Capital Markets began coverage on Roper Technologies in a research note on Friday, July 10th. They set a “market perform” rating and a $393.00 price target on the stock. Royal Bank Of Canada increased their price target on Roper Technologies from $393.00 to $407.00 and gave the stock a “sector perform” rating in a report on Friday, April 24th. Finally, Zacks Research cut Roper Technologies from a “strong-buy” rating to a “hold” rating in a research note on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Roper Technologies currently has an average rating of “Hold” and a consensus target price of $467.12.
Get Our Latest Analysis on ROP
Roper Technologies Company Profile (Free Report)
Roper Technologies, Inc (NASDAQ: ROP) is a diversified technology company that acquires and manages businesses delivering specialized software, engineered products and data-driven analytics to niche markets. Its subsidiaries develop enterprise and cloud-based software, scientific and analytical instruments, industrial and medical devices, and other applied technologies designed to solve specific operational, regulatory and commercial challenges for customers. The company emphasizes recurring revenue streams from software licenses, subscriptions and service contracts alongside sales of hardware and instruments.
Roper operates a decentralized operating model in which acquired businesses retain entrepreneurial autonomy while benefiting from centralized capital allocation, legal and financial support.
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Roper Technologies (ROP - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis industrial equipment maker is expected to post quarterly earnings of $5.29 per share in its upcoming report, which represents a year-over-year change of +8.6%.
Revenues are expected to be $2.1 billion, up 7.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.45% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Roper Technologies?For Roper Technologies, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.22%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Roper Technologies will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Roper Technologies would post earnings of $4.97 per share when it actually produced earnings of $5.16, delivering a surprise of +3.82%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Roper Technologies doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsServiceNow (NOW - Free Report) , another stock in the Zacks Computers - IT Services industry, is expected to report earnings per share of $0.86 for the quarter ended June 2026. This estimate points to a year-over-year change of +4.9%. Revenues for the quarter are expected to be $3.92 billion, up 22% from the year-ago quarter.
The consensus EPS estimate for ServiceNow has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.59%.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that ServiceNow will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
PORTLAND, Ore., July 09, 2026 (GLOBE NEWSWIRE) -- Truckload rates climbed faster than freight volumes last month, a disparity that points to tighter truck capacity rather than stronger freight demand, according to DAT Freight & Analytics, provider of the industry's leading load boards and freight analytics.
The DAT Truckload Volume Index (TVI), which measures loads moved during the month, rose across all three equipment types compared to May:
Van TVI: 262, up 11% from May but roughly flat compared to June 2025Refrigerated TVI: 184, up 5% from May but down 8% from June 2025Flatbed TVI: 308, up 12% from May but down 4% from June 2025 The national average van truckload spot rate exceeded the contract rate in June for the first time since February 2022, and overall rate growth far exceeded volume growth last month. Spot linehaul rates increased at least 39% year over year across all three equipment types, while volumes were flat to lower. Capacity has continued to tighten amid regulatory changes and immigration enforcement, reducing the supply of qualified truck drivers.
Spot rates climb faster than volumes
Dry van, refrigerated, and flatbed spot rates all increased in June, with flatbed spot rates hitting a new all-time high. The gains came even as freight volumes rose more modestly, reinforcing signs of capacity tightening.
Spot van rate: $3.00 per mile, up 11 cents from MaySpot reefer rate: $3.39 per mile, up 4 cents from MaySpot flatbed rate: $3.69 per mile, up 4 cents from May to an all-time high Linehaul rates, which remove an amount equal to an average fuel surcharge, increased substantially:
Van linehaul rate: $2.37 per mile, up 21 cents from MayReefer linehaul rate: $2.70 per mile, up 14 cents from MayFlatbed linehaul rate: $2.94 per mile, up 16 cents from May to an all-time high Year over year, the national average van linehaul rate was up 74 cents in June, reefer was up 76 cents, and flatbed was up 84 cents. Rates increased 45% for van freight, 39% for refrigerated, and 40% for flatbed, the largest year-over-year percentage increases in linehaul rates since June 2021 for vans and since July 2021 for reefers and flatbeds.
Contract rates lag spot
National average contract rates were mixed in June. All-in pricing slipped for van and refrigerated freight as lower fuel surcharges offset gains in linehaul rates, while flatbed edged higher:
Contract van rate: $2.89 per mile, down 3 cents from MayContract reefer rate: $3.22 per mile, down 6 cents from MayContract flatbed rate: $3.80 per mile, up 3 cents from May The national average contract linehaul rate increased across all three equipment types: van rose 7 cents to $2.26 per mile, reefer increased 4 cents to $2.53, and flatbed climbed 15 cents to $3.05.
Year over year, the national average contract rate was up 49 cents for van freight, 48 cents for reefer, and 71 cents for flatbed.
Spot-contract gap widens
The national average van spot rate moved above contract for the first time since February 2022, and the reefer spot-contract gap widened to 17 cents from 7 cents in May. Flatbed remains the exception, with contract linehaul rates still above spot. That spread has closed to 11 cents in June from 52 cents a year ago.
“The difference between spot and contract rates has narrowed steadily for more than a year, and carriers are gaining pricing power across the board,” said Dean Croke, DAT industry analyst. “Van spot beating contract for the first time in four years, and flatbed hitting an all-time high in the same month, shows real capacity pressure. If demand were driving this, volumes would be climbing too, and they’re not.”
About the DAT Truckload Volume Index
The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month for hauls of 250 miles or more in the United States and Canada. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform. Rates are derived from invoice data submitted by shippers, brokers, and carriers, who provide transaction records directly from their TMS systems. Monthly average spot rates reflect amounts paid by the broker to the carrier. Contract rates are paid by shippers primarily to asset-based carriers and brokers.
About DAT Freight & Analytics
DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Contact:
Georgia Jablon
DAT Freight & Analytics [email protected]
904-305-6454
Stephen Petit
SiefkesPetit Communications
425-443-8976
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ce8e6700-4c43-431c-8a56-8c7cf355ee75
Shares of Roper Technologies (ROP - Free Report) have gained 6.2% over the past four weeks to close the last trading session at $354.89, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $446.14 indicates a potential upside of 25.7%.
The mean estimate comprises 14 short-term price targets with a standard deviation of $62.05. While the lowest estimate of $365.00 indicates a 2.9% increase from the current price level, the most optimistic analyst expects the stock to surge 55% to reach $550.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for ROP, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in ROPAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0%, as one estimate has moved higher compared to no negative revision.
Moreover, ROP currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ROP could gain, the direction of price movement it implies does appear to be a good guide.
July 01, 2026 08:00 ET | Source: Roper Technologies, Inc.
SARASOTA, Fla., July 01, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its financial results for the second quarter of 2026, ended June 30, 2026, will be released before the market opens on Thursday, July 23, 2026. A conference call to discuss these results has been scheduled for 8:00 AM ET on Thursday, July 23, 2026. The call can be accessed via webcast or by dialing +1 800-836-8184 (US/Canada) or +1 646-357-8785, using conference call ID 70538. Webcast information and conference call materials will be made available in the Investors section of Roper’s website prior to the start of the call.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
The latest quarterly [url="]U.S. Bank Freight Payment Index â Rates Edition[/url] showed truck freight rates rising considerably in April and May. This pres
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Stock to Watch: Roper Technologies (ROP - Free Report) Based in Sarasota, FL, Roper Technologies, Inc. designs, manufactures and distributes software and technology enabled products and solutions. It caters to selected segments of a broad range of markets, which include legal, healthcare, government, food, transportation, oil & gas, medical, and other niche industries.
ROP is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. ROP has a Momentum Style Score of A, and shares are up 3.9% over the past four weeks.
For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $21.95 per share. ROP boasts an average earnings surprise of +1.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ROP should be on investors' short list.
PORTLAND, Ore., June 25, 2026 (GLOBE NEWSWIRE) -- DAT Freight & Analytics today announced Load Recommendations, a new feature in the DAT One mobile app that displays a curated set of loads most likely to fit a carrier’s truck, lanes, and operating preferences.
Instead of scrolling through every available load and filtering manually, carriers open the app and see their top opportunities the moment they sign in, with no setup required.
“Finding the right load takes time, and for carriers, that time is unpaid,” said Bill Driegert, EVP at DAT. “Load Recommendations now brings their most desirable loads to them quickly, so carriers can spend less time hunting and more time hauling.”
How it works
Load Recommendations draws on several factors, including the carrier’s equipment types, the lanes they typically run, and how they search for freight and engage with the DAT One marketplace. Then the app prioritizes loads that fit the carrier’s operating pattern and automatically brings them forward. Recommendations refresh regularly and become more tailored as the carrier uses the app.
Built for the mobile-first trucker
For carriers who run their business from the cab, Load Recommendations delivers a tighter, more relevant set of loads to review at the start of each session; less time spent filtering, comparing, and calling on covered freight; and better-aligned routing as the system learns their preferences over time.
Get started faster
Load Recommendations is intended as a faster starting point, not a replacement for the carrier’s own judgment about which loads to call on. Carriers retain full access to traditional search on DAT One whenever they want to look beyond the recommendations.
Availability
Load Recommendations is available today to DAT One subscribers in the mobile app. For more information, visit dat.com/carriers.
About DAT Freight & Analytics
DAT Freight & Analytics operates DAT One, North America's largest truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ, the industry's leading freight data analytics service; Trucker Tools, the leader in load visibility; and DAT Outgo, the freight financial services platform. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Media Contacts
Georgia Jablon
Senior Manager, Corporate Communications
DAT Freight & Analytics [email protected]
904-305-6454
Stephen Petit
SiefkesPetit Communications [email protected]
425-443-8976
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/4cdf18cb-685d-4582-ae3c-811eed7fe479
Shares of Roper Technologies (ROP - Free Report) have gained 2.1% over the past four weeks to close the last trading session at $329.97, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $450.77 indicates a potential upside of 36.6%.
The mean estimate comprises 13 short-term price targets with a standard deviation of $62.02. While the lowest estimate of $365.00 indicates a 10.6% increase from the current price level, the most optimistic analyst expects the stock to surge 66.7% to reach $550.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for ROP, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why ROP Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The Zacks Consensus Estimate for the current year has increased 0% over the past month, as one estimate has gone higher compared to no negative revision.
Moreover, ROP currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ROP could gain, the direction of price movement it implies does appear to be a good guide.
PORTLAND, Ore., June 16, 2026 (GLOBE NEWSWIRE) -- Truckload spot rates moved higher in May even as freight volumes fell, according to DAT Freight & Analytics, provider of the industry’s leading load boards and freight analytics. Several factors disrupted the supply of available trucks, including the CVSA International Roadcheck inspection blitz, Memorial Day weekend, and ongoing immigration enforcement that continues to shrink the available driver pool.
The DAT Truckload Volume Index (TVI), which measures demand for truckload services, fell across all three equipment types compared to April:
Van TVI: 233, down 9% compared to AprilRefrigerated (“reefer”) TVI: 172, down 10%Flatbed TVI: 267, down 14% Spot pricing: Volumes down, rates up
Spot rates increased across all three equipment types in May despite lower freight volumes, reflecting tighter capacity rather than rising demand. Enforcement-driven attrition continues to remove drivers from circulation, and truck-post data from the DAT One marketplace during the week of May 10 reflected carriers pulling equipment to avoid Roadcheck-related delays.
Spot van rate: $2.89 per mile, up 22 cents from AprilSpot reefer rate: $3.35 per mile, up 24 centsSpot flatbed rate: $3.65 per mile, up 19 cents Fuel surcharges remained elevated — van at 73 cents per mile, reefer at 79 cents, flatbed at 87 cents — but linehaul rates drove last month’s pricing increases. The average van linehaul rate was up 20 cents to $2.16 per mile, reefer jumped 22 cents to $2.56, and flatbed was up 17 cents to $2.78.
Spot-contract rate gap narrows
Carriers have also been shifting capacity toward contract freight to take advantage of fuel surcharge programs, which offer more predictable cost recovery than spot transactions. That shift is reducing truck supply on the open market, making the spot market more sensitive to disruptions like Roadcheck and holiday slowdowns.
Reefer spot rates crossed above contract rates in May — $3.35 versus $3.28 per mile — reflecting both the move of capacity toward contract and seasonal pressure on temperature-controlled equipment.
Spot rates were higher across all modes compared to May 2025. The average spot van rate was 90 cents per mile higher, the reefer rate was up 99 cents, and the flatbed rate increased by $1.07 year over year.
Contract rates: Modest gains
Contract rates moved modestly higher in May across all three equipment types.
Contract van rate: $2.92 per mile, up 7 cents month over monthContract reefer rate: $3.28 per mile, up 6 centsContract flatbed rate: $3.77 per mile, up 6 cents Year over year, contract rates were up 54 cents for van freight, 57 cents for reefer, and 70 cents for flatbed.
“Last month’s lower volumes do not mean May was a weak freight market,” said Dean Croke, principal industry analyst at DAT. “The capacity supply has come down to meet demand, and carriers in the spot market are being compensated for it. Add in the migration of capacity toward contract freight for fuel surcharge certainty, and you have a spot market that’s tighter than load volumes alone would suggest.”
About the Truckload Volume Index
The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform, which tracks rates paid on actual shipments. Benchmark spot rates reflect invoice data for hauls of 250 miles or more, offering a consistent view of truckload demand and spot rate trends across the United States and Canada.
About DAT Freight & Analytics
DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Media contact:
Georgia Jablon
DAT Freight & Analytics
904-305-6454; [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/57d409dc-32d3-46a9-88bb-5de44d8f17a0
Roper Technologies is a diversified software conglomerate with a 33-year dividend growth streak, now trading below historical valuation averages. ROP's aggressive M&A strategy has driven growth but resulted in rising debt and leverage, now at 3.1x, raising concerns about financial flexibility. Despite strong Q1 2026 results and conservative dividend safety metrics, investor fears of AI disruption and increased private equity competition weigh on sentiment.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
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What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Roper Technologies (ROP - Free Report) Based in Sarasota, FL, Roper Technologies, Inc. designs, manufactures and distributes software and technology enabled products and solutions. It caters to selected segments of a broad range of markets, which include legal, healthcare, government, food, transportation, oil & gas, medical, and other niche industries.
ROP is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 16.22; value investors should take notice.
Eight analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.44 to $21.88 per share. ROP boasts an average earnings surprise of +1.7%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, ROP should be on investors' short list.
PORTLAND, Ore., May 04, 2026 (GLOBE NEWSWIRE) -- DAT Freight & Analytics will showcase how shippers can use DAT iQ to anticipate freight market trends and manage volatility at the 2026 Gartner® Supply Chain Symposium/Xpo™, taking place May 4–6 at the Walt Disney World Swan and Dolphin Resort in Orlando, Florida.
Shippers are navigating shifts that last year’s procurement playbooks were not built to handle. DAT iQ, the company's freight intelligence platform, helps them see those shifts clearly:
Spot and contract rates are moving quickly. Dry van spot rates are running more than 20% higher than a year ago, while contract rates have moved less than 5%—a gap that signals a market turn.Spot freight capacity is contracting. Available spot capacity is returning to levels last seen in 2018, when a tighter market left shippers exposed when routing guides failed. Shippers heading into bid season with last cycle's assumptions risk locking in rates that the market is about to move past.Fuel economics are shifting. Carriers are recapturing far more of the rising trucking fuel cost on the contract side than on the spot side. This shift in fuel cost management is fundamentally changing how they bid and cover loads.Intelligence is a CFO-level concern: Procurement is increasingly evaluated on cost avoidance—catching costs before they hit the P&L. In this volatile cost environment, freight market intelligence isn’t just for transportation analysts. CFOs are looking for reliable data and analytics, too. Ready-now intelligence for shippers
DAT iQ is built for that environment. Trained on more than $1 trillion in verified freight transactions, it gives shippers the market visibility, benchmarks, and forecasts they need to validate the rates they are paying, identify where they are overpaying, and plan freight procurement and capacity strategies with confidence.
“While many enterprises are still assembling the data foundation they need to put AI to work on procurement, DAT iQ is a ready-now solution for shippers,” said Patrick Pretorius, GM of the Shipper Business at DAT Freight & Analytics. “The data, the benchmarks, and the forecasts are available now, and they are built on real market transactions, not assumptions.”
Where to find DAT: DAT will exhibit its DAT iQ solutions for shippers at Booth 230.
Speaking at Gartner: DAT’s Dr. Chris Caplice, chief scientist, and Dean Croke, principal market analyst, will present “DAT Freight & Analytics: Reading the Road Ahead” on Tuesday, May 5, from 12:05 to 12:25 p.m. The session will examine where the truckload market is heading and how business cycles, policy shifts, and structural changes are reshaping pricing, procurement timing, and lane strategy.
About Gartner Supply Chain Symposium/Xpo
Dynamic by Design. Renew, Rethink and Recode Next-Gen Supply Chains. CSCOs are called to predict disruptions before they happen and to achieve unprecedented visibility and transparency. They are leading through the rapid pace of AI and technological advancement, enabling faster data-driven decisions to fuel growth and protect margin. Join us at Gartner Supply Chain Symposium/Xpo in Orlando to inspire ideas, fuel bold experimentation, and accelerate transformation – by design.
GARTNER and SUPPLY CHAIN SYMPOSIUM/XPO are registered trademarks and service marks of Gartner Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.
About DAT Freight & Analytics
DAT Freight & Analytics operates DAT One, North America's largest truckload freight marketplace; DAT iQ, the industry's leading freight data analytics service; and Trucker Tools, the leader in load visibility. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions. Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
On May 11, 2026, Roper Technologies Inc ROP shares fell 4.2% to a current price of $328.80. The stock is currently trading within a 52-week range of $313.07 to $584.03, indicating significant volatility over the past year.
GF Value™ verdict: Current price is $328.80 vs GF Value™ of $678.77, representing a potential upside of 51.6%. GF Score™ of 79/100 indicates the stock is above average based on key performance metrics. Notable signal: There have been no insider transactions in the last 3 months. Is ROP Overvalued or Undervalued? Based on the current price of $328.80 and the GF Value™ estimate of $678.77, Roper Technologies Inc appears significantly undervalued with a margin of safety of 51.6%. This suggests that the stock may present a compelling opportunity for investors looking for undervalued assets. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the stock's undervaluation might indicate a buying opportunity, it is essential to consider potential risks, including market volatility and the company's financial strength, which is rated 5/10. The GF Valuation label classifies ROP as significantly undervalued, reinforcing the idea that there may be room for price appreciation if market conditions improve.
How Does ROP's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 20.5x 36.4x (5-Year Median) Forward P/E 15.3x N/A ROP's current P/E (TTM) of 20.5x is significantly below its 5-year median P/E of 36.4x, reflecting that the stock is trading well below its historical valuation. This analysis aligns with the GF Value™ verdict of undervaluation, indicating that ROP might be a more attractive investment than it has been in the past based on earnings potential.
What Does ROP's GF Score™ Tell Us? Metric Rating GF Score™ 79 Financial Strength 5/10 Profitability 9/10 Growth 10/10 Valuation 2/10 Momentum 2/10 ROP's GF Score™ of 79/100 indicates a strong performance in key areas such as profitability and growth, with scores of 9/10 and 10/10 respectively. However, the stock's valuation is rated low at 2/10, suggesting that while the company's fundamentals are strong, the current market price does not reflect its growth potential. The financial strength score of 5/10 indicates moderate stability, which could be a concern in a volatile market.
What Are Insiders Doing with ROP Stock? There have been no insider transactions involving Roper Technologies Inc in the last three months. This lack of activity may suggest that insiders are either confident in the current valuation or are waiting for more favorable conditions to engage in buying or selling. Investors often watch insider activity as a signal, but in this case, the absence of transactions leaves uncertainty regarding insider sentiment.
What This Means for Investors Based on the GF Value™ analysis, Roper Technologies Inc is currently undervalued, presenting a potential opportunity for long-term investors. However, the low valuation rank and financial strength score warrant caution, as they indicate that there may be underlying concerns that could affect future performance.
For the complete analysis, visit the Roper Technologies Inc ROP stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is ROP's GF Score™?
ROP's GF Score™ is 79/100, indicating that it is above average compared to other stocks based on key performance metrics.
Is ROP overvalued or undervalued?
ROP is currently undervalued with a GF Value™ of $678.77 compared to its current price of $328.80, suggesting significant upside potential.
What is ROP's P/E ratio?
ROP's P/E ratio is 20.5x (TTM), which is 44% below its 5-year median P/E of 36.4x, indicating that the stock is trading well below its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A downtrend has been apparent in Roper Technologies (ROP - Free Report) lately with too much selling pressure. The stock has declined 7.7% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why a Trend Reversal is Due for ROPThe heavy selling of ROP shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 29.26. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.
The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for ROP has increased 5.2%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, ROP currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
The price trend for Roper Technologies (ROP - Free Report) has been bearish lately and the stock has lost 9.7% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this industrial equipment maker enhances its prospects of a trend reversal.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Increases the Odds of a Turnaround for ROPThere has been an upward trend in earnings estimate revisions for ROP lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term.
The consensus EPS estimate for the current year has increased 5.2% over the last 30 days. This means that the Wall Street analysts covering ROP are majorly in agreement about the company's potential to report better earnings than what they predicted earlier.
If this is not enough, you should note that ROP currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, a Zacks Rank of 2 for Roper Technologies is a more conclusive indication of a potential trend reversal, as the Zacks Rank has proven to be an excellent timing indicator that helps investors identify precisely when a company's prospects are beginning to improve.
Key Takeaways ROP's Application Software revenues rose 11.5% year over year to $1.19 billion in Q1 2026.Roper sees more than mid-single-digit organic revenue growth in the segment for the rest of 2026.ROP benefits from SaaS adoption, GenAI innovation and strong recurring revenue momentum. Roper Technologies, Inc. (ROP - Free Report) continues to benefit from strength in its Application Software segment. Strong momentum across its Aderant, Deltek, Vertafore, PowerPlan and CentralReach businesses is aiding the segment. Also, it is witnessing strength in the project-based private sector, higher education, property and casualty insurance, and legal markets.
The growing adoption of SaaS solutions and continued GenAI innovation are key catalysts to Aderant’s growth. Solid demand for SaaS solutions in the private sector is supporting the Deltek business. The Vertafore business is witnessing strong momentum driven by excellent enterprise delivery capabilities to the largest customers in the market, which has also resulted in strong annual recurring revenue (ARR) growth.
Strong customer retention and adoption of new SaaS solutions bode well for the PowerPlan business. Robust momentum in the CentralReach business, driven by higher recurring revenues, is a boon for the segment. In the first quarter of 2026, the Application Software segment’s revenues totaled $1.19 billion, representing 56.9% of the quarter’s top line. The segment’s revenues increased 11.5% on a year-over-year basis.
Backed by strong business performance, Roper expects organic revenues from this segment to increase by more than mid-single digits for the rest of 2026. The segment is likely to remain the company’s key growth driver in the near term, backed by a stable stream of recurring revenues.
Segment Snapshot of ROP’s PeersAmong its major peers, Atlassian Corp.’s (TEAM - Free Report) AI-powered capabilities are seeing rapid adoption. Atlassian’s AI-powered Rovo platform and automation tools are boosting growth in its premium and enterprise offerings, driven by strong demand for AI-based workflows. Atlassian’s focus on adding generative AI features to its collaboration software is expected to support long-term revenue growth.
Roper's other peer, Autodesk, Inc.’s (ADSK - Free Report) performance is gaining from new business growth, steady subscription renewal rates and strong competitive performance. Higher demand for its cloud-based products, mobile solutions and design suites also bodes well for Autodesk. Autodesk’s aggressive push into cloud infrastructure and AI integration demands substantial capital deployment for data centers, computing resources and specialized talent acquisition.
ROP’s Price Performance, Valuation & EstimatesShares of Roper have lost 1.1% in the past three months compared with the industry’s decline of 8.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, ROP is trading at a forward price-to-earnings ratio of 14.06X compared with the industry’s average of 17.18X. Roper carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ROP’s 2026 earnings has increased over the past 60 days.
Image Source: Zacks Investment Research
Roper currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PORTLAND, Ore., May 18, 2026 (GLOBE NEWSWIRE) -- Truckload spot and contract rates climbed sharply in April, but the gains came almost entirely from higher fuel costs, reported DAT Freight & Analytics, provider of the industry's leading load board and freight analytics.
The DAT Truckload Volume Index (TVI), an indicator of loads moved in April, declined month over month for van, refrigerated, and flatbed equipment types:
Van TVI: 251, down 3% from March, up 2% year over yearReefer TVI: 183, down 9% from March, up 1% year over yearFlatbed TVI: 306, down 3% from March, up 3% year over year
Modest movement in linehaul rates
Driven largely by fuel costs, national average spot truckload freight rates rose in April and were significantly higher year over year:
Van: $2.67 per mile, up 15 cents from March and 71 cents higher year over yearReefer: $3.11 per mile, up 14 cents from March and 83 cents higher year over yearFlatbed: $3.46 per mile, up 37 cents from March and 94 cents higher year over year
Linehaul rates—the portion of the spot rate that excludes fuel—moved modestly. The average van linehaul rate rose 5 cents to $1.96 per mile; reefer increased 4 cents to $2.34; and flatbed climbed 25 cents to $2.61. The flatbed increase was the only move large enough to suggest a meaningful rise in demand.
“Fuel was the story in April,” said Dean Croke, principal industry analyst at DAT. “Linehaul rates barely moved in van and reefer, and the volume of loads moved fell across the board. Small carriers continue to exit the market under sustained cost pressure. That’s not what a demand-based truckload freight recovery looks like.”
Per-mile fuel surcharges in April hit their highest monthly averages since July 2022:
Van: 71 cents, up from 61 cents in MarchReefer: 77 cents, up from 67 centsFlatbed: 85 cents, up from 73 cents
Spot-contract rate spread narrowed in April
National average contract freight rates also increased in April, although spot market rates continued to rise faster across most equipment types:
Van: $2.85 per mile, up 13 cents from MarchReefer: $3.22 per mile, up 12 centsFlatbed: $3.71 per mile, up 28 cents
Spot-to-contract spreads have compressed substantially since late 2025 and have remained in a tight range through April. The average spot van rate was 18 cents higher than the contract rate, down from 20 cents in March. The reefer spread was 11 cents, down from 13 cents, while the flatbed spread narrowed to 25 cents from 34 cents in March.
“In a typical freight upcycle, strong demand for truckload services pushes spot rates above contract rates,” said Croke. “What we’re seeing now is different. Spreads are tightening because there are simply fewer trucks available relative to demand, while much of the recent rate increase is being absorbed by fuel costs instead of improving carrier margins.”
For previous TVI reports, visit: https://www.dat.com/news-releases
About the Truckload Volume Index
The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform, which tracks rates paid on actual shipments. Benchmark spot rates reflect invoice data for hauls of 250 miles or more, offering a consistent view of truckload demand and spot rate trends across the United States and Canada.
About DAT Freight & Analytics
DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Media contacts:
Georgia Jablon
DAT Freight & Analytics
904-305-6454; [email protected]
Stephen Petit
SiefkesPetit Communications
425-443-8976; [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fcc5b0a2-a23a-4be6-acb9-0dd57ee915af.
Spot Market Volume & Rates: Van Higher fuel costs lifted April truckload rates; freight volumes eased
May 19, 2026 14:00 ET | Source: Roper Technologies, Inc.
SARASOTA, Fla., May 19, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its Board of Directors has approved a dividend of $0.91 per share payable on July 22, 2026, to stockholders of record on July 8, 2026.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
