Roper’s guidance for full-year 2026 calls for roughly 8% total revenue growth and adjusted diluted EPS in a range equivalent to 21.30–21.55, falling short of consensus estimates by approximately two percentage points on revenue and five cents on EPS. The shortfall is primarily driven by softer demand at its Deltek government-contracting unit. Following the guidance release, shares tumbled by 14.9%, reflecting investor concern over near-term topline momentum and margin pressure in key end markets.

In the fourth quarter of fiscal 2025, Roper delivered revenue of 2.06 billion, up 10% year-over-year, with organic growth contributing 4% and acquisitions adding 5%. Adjusted net earnings rose 8% to 561 million, translating into an 8% increase in adjusted diluted EPS to 5.21. Adjusted EBITDA climbed 10% to 818 million, while operating cash flow increased 2% to 738 million and free cash flow rose 4% to 714 million. The company repurchased 1.12 million shares for 500 million under its share buyback program.

For the full year 2025, revenue expanded 12% to 7.90 billion, driven by 5% organic growth and 7% from acquisitions. Adjusted net earnings grew 9% to 2.16 billion, and adjusted EBITDA increased 11% to 3.14 billion. Free cash flow rose 8% to 2.47 billion. Roper invested 3.3 billion in vertical software acquisitions, including CentralReach and Subsplash, while also maintaining financial flexibility for future M&A and share repurchases. Management emphasized continued focus on AI integration and disciplined capital allocation to sustain its long-term cash flow compounding model.