Roper Technologies Reports Q4 Revenue Up 10% to $2.06 B, Guides 8% Growth

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Q4 revenue increased 10% to $2.06 billion; adjusted net earnings rose 8% to $561 million with DEPS of $5.21 and free cash flow of $714 million. Full-year 2025 revenue grew 12% to $7.90 billion with adjusted net earnings up 9% to $2.16 billion; 2026 guidance targets ~8% revenue growth and DEPS of $21.30–$21.55.

1. Q4 and Full Year 2025 Financial Results

Roper Technologies reported fourth-quarter revenue of $2.06 billion, up 10% year-over-year, driven by 5% contribution from acquisitions and 4% organic growth. GAAP net earnings declined 7% to $428 million, while adjusted net earnings rose 8% to $561 million. Adjusted EBITDA increased 10% to $818 million, with margin expansion of 10 basis points to 39.7%. Operating cash flow grew 2% to $738 million and free cash flow increased 4% to $714 million. The company also repurchased 1.12 million shares at a total cost of $500 million under its share repurchase program.

2. 2026 Outlook Falls Short of Street Estimates

Management guided to full-year 2026 adjusted diluted earnings per share of $21.30 to $21.55, projecting total revenue growth of approximately 8% and organic growth of 5%–6%. For the first quarter of 2026, adjusted EPS are expected in a range of $4.95 to $5.00. These forecasts exclude the impact of unannounced acquisitions, divestitures and potential future share repurchases. The lower guidance reflects softer than anticipated demand at Roper’s government contracting segment, Deltek.

3. Investor Reaction and Trading Activity

Following the release of the subdued 2026 revenue and profit outlook, Roper Technologies shares declined by 14.9% in a single trading session, with trading volume reaching approximately 3.1 million shares. Over the past twelve months, the stock has traded within a range from its low point of 345.93 to a high of 595.17, underscoring increased volatility as investors adjust expectations for growth and free cash flow generation.

Sources

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