Overview
Roper Q3 revenue grows 14% to $2.02 bln, in line with analyst expectations
Adjusted DEPS for Q3 beats consensus, reflecting strong operational performance
Company announces $3 bln share repurchase program, indicating strategic confidence
Outlook
Roper adjusts 2025 DEPS guidance to $19.90 - $19.95 due to acquisition impacts
Company expects 2025 total revenue growth of approximately 13%
Roper forecasts Q4 2025 adjusted DEPS of $5.11 - $5.16
Result Drivers
ACQUISITIONS - Recent acquisitions, including Subsplash, contributed 8% to revenue growth
AI INNOVATION - Co cites acceleration in AI innovation across businesses as a driver for growth
STRATEGIC INVESTMENTS - Acquisitions of Convoy and Orchard Software aimed at enhancing digital and software capabilities
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Meet
$2.02 bln
$2.02 bln (13 Analysts)
Q3 Adjusted DEPS
Beat
$5.14
$5.11 (14 Analysts)
Q3 DEPS
$3.68
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Roper Technologies Inc is $640.00, about 19.6% above its October 21 closing price of $514.52
The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 27 three months ago
Press Release: ID:nGNX5kLjrS
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)