Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Roper Technologies (ROP)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$492.22+3.94%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
24.43 → 24.61 EPS · FY ending Dec 31, 2027 · 11 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 10 to 11; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ROP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Successful expansion of AI product offerings | A supporting condition in Roper Technologies's published investment case. The stated target is sustain AI product growth and integration. | Intact | AI product expansion stalls or fails to gain traction | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ROP is a steady-growth business with a multi-year thesis supported by recent revenue and adjusted earnings growth. The thesis is intact, and recent company momentum improved, but risk is elevated and execution across some stated priorities remains mixed.
ROP is described as cheap versus peers, while the market’s expectations appear close to the model’s view. The pricing evidence is tagged as justified, with low fragility, so the valuation does not appear to rest on a highly fragile set of assumptions.
Near term, Q3 revenue rose 8% year over year and adjusted earnings per share rose 15%; management also raised its 2026 adjusted earnings guidance. Organic growth is on track, but the evidence does not quantify AI adoption, and the broader capital-allocation record is mixed; a guidance cut remains a key risk to watch.
The multi-year view depends on continued organic growth and disciplined capital deployment, including whether acquisitions contribute and AI launches gain measurable adoption. Near term, a guidance cut would weaken the thesis, while easing interest rates or more stable results and guidance from major technology companies could support the sector backdrop.
Over the next 1 to 3 years, ROP’s thesis rests on continued earnings growth and execution, with recent results supportive but AI impact and elevated risks still uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Roper Technologies's published investment case. The stated target is >=21.80 USD per share. |
| Intact |
| Adjusted EPS falls below $21.80 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows at least 8% annually | A primary condition in Roper Technologies's published investment case. The stated target is >=8% YoY. | Intact | Revenue growth falls below 8% YoY next year | Revenue growth: 7.65% FY2026-Q3; GAAP. Published target: >=8% YoY. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Nov 2, 20267.648079 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Repurchase at least $1.5 billion in shares in Q1 2026 | Profit margins remain healthy and it actively buys back shares, repurchasing $1.5 billion in Q1. | Intact | Share repurchases fall significantly below $1.5 billion in Q1 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$23.86 → $24.61 · observed estimates
$9.10B → $9.09B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $23.86 | $9,103,642,070 | 19 / 18 |
| 2026-07-25 | $23.99 | $9,079,226,120 | 18 / 19 |
| 2026-07-26 | $23.99 | $9,079,226,120 | 18 / 19 |
| 2026-07-27 | $24.14 | $9,090,268,510 | 18 / 19 |
| 2026-07-28 | $24.14 | $9,090,268,510 | 18 / 19 |
| 2026-07-29 | $24.21 | $9,075,444,809 | 11 / 15 |
| 2026-07-30 | $24.29 | $9,087,442,985 | 12 / 16 |
| 2026-07-31 | $24.26 | $9,088,602,930 | 18 / 19 |
| 2026-08-01 | $24.29 | $9,087,442,985 | 12 / 16 |
| 2026-08-02 | $24.26 | $9,088,602,930 | 18 / 19 |
| 2026-08-03 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-04 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-05 | $24.26 | $9,088,602,930 | 18 / 19 |
| 2026-08-06 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-08 | $24.28 | $9,088,602,930 | 18 / 19 |
| 2026-08-09 | $24.28 | $9,088,602,930 | 18 / 19 |
| 2026-08-10 | $24.28 | $9,088,602,930 | 18 / 19 |
| 2026-08-12 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-13 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-14 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-15 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-16 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-17 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-18 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-19 | $24.28 | $9,087,442,985 | 12 / 16 |
| 2026-08-20 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-21 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-22 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-23 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-24 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-25 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-26 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-27 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-28 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-29 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-30 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-08-31 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-01 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-02 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-03 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-04 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-05 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-06 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-07 | $24.33 | $9,073,560,632 | 11 / 16 |
| 2026-09-08 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-09 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-10 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-11 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-12 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-13 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-14 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-15 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-16 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-17 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-18 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-19 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-20 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-21 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-22 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-23 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-24 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-25 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-26 | $24.33 | $9,073,219,456 | 11 / 16 |
| 2026-09-27 | $24.43 | $9,075,033,172 | 11 / 15 |
| 2026-09-28 | $24.43 | $9,075,033,172 | 11 / 15 |
| 2026-09-29 | $24.43 | $9,075,033,172 | 11 / 15 |
| 2026-09-30 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-01 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-02 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-03 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-04 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-05 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-06 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-07 | $24.43 | $9,075,033,172 | 10 / 15 |
| 2026-10-08 | $24.43 | $9,075,037,788 | 10 / 15 |
| 2026-10-09 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-10 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-11 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-12 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-13 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-14 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-15 | $24.43 | $9,075,053,807 | 10 / 15 |
| 2026-10-16 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-17 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-18 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-19 | $24.43 | $9,075,016,307 | 11 / 15 |
| 2026-10-20 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-21 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-22 | $24.43 | $9,075,053,807 | 11 / 15 |
| 2026-10-23 | $24.57 | $9,084,194,100 | 11 / 15 |
| 2026-10-24 | $24.61 | $9,090,235,249 | 11 / 15 |
| 2026-10-25 | $24.61 | $9,090,235,249 | 11 / 15 |
| 2026-10-26 | $24.61 | $9,090,235,249 | 11 / 15 |
| 2026-10-27 | $24.61 | $9,090,235,249 | 11 / 15 |
| 2026-10-28 | $24.59 | $9,096,793,133 | 11 / 15 |
| 2026-10-29 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-10-30 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-10-31 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-11-01 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-11-02 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-11-03 | $24.61 | $9,094,020,696 | 11 / 15 |
| 2026-11-04 | $24.61 | $9,094,020,696 | 11 / 15 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 11 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
2 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.