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
QuarterlyIQ Insights · ROP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks ROP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 6 guided quarters · 1.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders," concluded Mr. Hunn.
Stated in 8 of 8 supplied quarters. Management reported: “With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders," concluded Mr. Hunn.” “Also, our Board has authorized an additional $3 billion of share repurchases, bringing remaining capacity to $3.8 billion."”
“With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders," concluded Mr. Hunn.”
“With significant capital deployment capacity, we are focused on attractive acquisition targets that will continue compounding free cash flow per share for our shareholders," concluded Mr. Hunn.”
“With more than $5 billion of deployable capacity against attractive acquisitions and opportunistic buybacks, Roper is well positioned to compound long-term free cash flow per share for our shareholde…”
“We are also well positioned to continue deploying capital, with significant M&A capacity, a large pipeline of attractive acquisition opportunities, and the flexibility to utilize our share repurchase…”
“"We remain well positioned to execute our disciplined acquisition approach, with significant M&A firepower and a robust pipeline of attractive opportunities.”
“With significant M&A capacity and our proven acquisition model, we remain well positioned to execute our disciplined capital deployment strategy against a large pipeline of attractive opportunities.”
We are embedding agentic solutions directly into the workflows our customers rely on every day, and we are also evolving how we build, with smaller teams closer to customers and increasingly agentic…
Stated in 8 of 8 supplied quarters. Management reported: “We are embedding agentic solutions directly into the workflows our customers rely on every day, and we are also evolving how we build, with smaller teams closer to customers and increasingly agentic development processes.” “"We continue to accelerate our pace of AI innovation, having launched multiple new products across the portfolio this quarter that expand our addressable markets.”
With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders," concluded Mr. Hunn.
Stated in 8 of 8 supplied quarters. Management reported: “Increasing 2026 guidance Roper now expects full year 2026 adjusted DEPS of $21.80 - $22.05, compared to previous guidance of $21.30 - $21.55.” “1 Roper expects full year 2026 adjusted DEPS of $21.30 - $21.55 with total revenue growth of approximately 8% and organic revenue growth of +5 – 6%.” Revenue was $2.172 billion in 2026-Q3.
Use the authorized share-repurchase program alongside acquisitions as a capital deployment option.
Maintain organic growth across the portfolio, with management's 2026 outlook at approximately 6%.
Over the trailing year it converted 1.41x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, the broad stock market, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-04.
“Additionally, we are well positioned to continue executing our disciplined and process-driven capital deployment strategy, fueled by our significant M&A firepower and a large pipeline of attractive a…”
“We believe these growth trends, combined with our significant M&A firepower and large pipeline of attractive acquisition opportunities, position Roper well to continue delivering compelling long-term…”
“We are embedding agentic solutions directly into the workflows our customers rely on every day, and we are also evolving how we build, with smaller teams closer to customers and increasingly agentic…”
“"We continue to accelerate our pace of AI innovation, having launched multiple new products across the portfolio this quarter that expand our addressable markets.”
“"During the quarter, our businesses continued shipping AI products, fueled by Roper's expanded AI capacity and accelerated speed of execution.”
“Additionally, we remain focused on accelerating innovation and commercialization to capture the significant AI opportunity across each of our businesses.”
“Importantly, all of our businesses continue to accelerate their AI innovation, with promising AI solution pipelines and increasing realization of internal efficiencies."”
“We are particularly excited about how AI capabilities are enhancing our solutions and creating new opportunities, broadly, across our portfolio.”
“This is underpinned by resilient demand for our mission critical solutions and our expanding recurring revenue base.”
“This past year, we upgraded key leadership talent, expanded our capital deployment function, and advanced our operating model.”
“With more than $6 billion of capital deployment capacity, we will continue allocating capital with discipline to drive free cash flow per share compounding for our shareholders," concluded Mr. Hunn.”
“With significant capital deployment capacity, we are focused on attractive acquisition targets that will continue compounding free cash flow per share for our shareholders," concluded Mr. Hunn.”
“"We are raising our full year DEPS outlook on the strength of Q1, share repurchases to date, and resilient demand for our businesses' mission-critical solutions.”
“1 Roper expects full year 2026 adjusted DEPS of $21.30 - $21.55 with total revenue growth of approximately 8% and organic revenue growth of +5 – 6%.”
“Roper continues to deliver compelling long-term cash flow compounding to our shareholders, enabled by the powerful combination of our durable business portfolio and proven capital deployment capabili…”
“"We are once again increasing our full year outlook, supported by our strong second quarter results, the continued expansion of our recurring revenue base, and resilient demand for our businesses' mi…”
“"Despite an uncertain macroeconomic backdrop, we are increasing our full year outlook.”
“Our double-digit 2025 total revenue growth outlook is fueled by improving organic growth and meaningful contributions from our 2024 acquisitions.”