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/Mis Actual Consensu

s s

Estimate

Q3 Meet $2.02 $2.02

Revenue bln bln (13

Analysts

)

Q3 Beat $5.14 $5.11

Adjusted (14

DEPS 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 ( ROP ) 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:

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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.)