| --- | --- | |------------------------------------------------------------------|-------| | | | | | | | | | | INVESTOR PRESENTATION JEFFERIES SOFTWARE CONFERENCE JUNE 2, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating pl ...

Summary of Roper Technologies, Inc. Conference Call Company Overview - Roper Technologies is the fourth largest application software company in the S&P 500 by revenue, cash flow, and enterprise value [4][5] - The company focuses on compounding cash flow for shareholders, achieving a total shareholder return (TSR) of 18% per year over the past 20 years, with 60% of this growth being organic and 30-35% from acquisitions [5][10] Recent Developments - Roper announced the divestiture of 16 legacy industrial cyclical businesses to Clayton, Dubilier & Rice, focusing on a portfolio that is 75% vertical software and 25% highly engineered products in healthcare and water markets [6][10] Financial Performance - The updated revenue guidance for the company is $5.2 billion with 40% EBITDA margins [6] - Roper has maintained a clean EBITDA, converting over 80% of it into free cash flow annually, and has increased its dividend for 29 consecutive years [10][11] Business Strategy - Roper operates a highly decentralized structure with 26 businesses, each with its own management team, allowing for local autonomy and customer intimacy [8][9] - The company employs business coaches to enhance strategy execution, talent management, and operational improvements across its portfolio [9][10] Market Positioning - Roper targets niche markets with small, growing segments where it can establish a competitive moat [8] - The company focuses on acquiring businesses with high EBITDA margins (40-50%) and mid-single to high-single-digit organic growth potential [32] M&A Strategy - Roper is patient in its capital deployment, currently having $7 billion available due to divestitures, with a typical annual deployment of $2-3 billion [26][28] - The company emphasizes acquiring businesses that are structurally sound and have the potential for long-term growth, rather than seeking short-term value acquisitions [27] Competitive Landscape - Roper does not compete directly with companies like Constellation Software, as it targets larger and more growth-oriented businesses [52] - The company has a cost of capital advantage over private equity firms, financing acquisitions at lower rates [33] Success Stories - Roper highlighted successful businesses in its portfolio, such as Deltek and Verathon, which have shown significant growth through strategic execution and operational improvements [45][46] Challenges and Learnings - Roper acknowledged a past acquisition mistake with Sunquest, which highlighted the importance of understanding market dynamics and decision rights within niche software markets [49][51] Conclusion - Roper Technologies continues to focus on compounding cash flow through strategic acquisitions and operational excellence, maintaining a strong market position in niche verticals while being patient in capital deployment and M&A activities [10][27]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of inc ...

Roper Technologies, Inc. (NASDAQ:ROP) Q1 2022 Earnings Conference Call April 26, 2022 8:30 AM ET Company Participants Zack Moxcey - Vice President, Investor Relations Neil Hunn - President and Chief Executive Officer Rob Crisci - Executive Vice President and Chief Financial Officer Jason Conley - Vice President and Chief Accounting Officer Shannon O’Callaghan - Vice President, Finance Conference Call Participants Christopher Glynn - Oppenheimer Deane Dray - RBC Capital Markets Kiran Patel-O'Connor - Barclay ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 -------------------------- FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File Number 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) ---------------- (State or o ...

| --- | --- | --- | |---------------------------------|----------------------------------|-------| | | | | | | | | | | | | | | A DIVERSIFIED TECHNOLOGY COMPANY | | | FEBRUARY 2, 2022 | Q4 2021 FINANCIAL RESULTS | | | SIMPLE IDEAS. POWERFUL RESULTS. | | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, th ...

Roper Technologies, Inc. (NASDAQ:ROP) Q4 2021 Earnings Conference Call February 2, 2022 8:00 AM ET Company Participants Zack Moxcey - Vice President, Investor Relations Neil Hunn - President and Chief Executive Officer Rob Crisci - Executive Vice President and Chief Financial Officer Jason Conley - Vice President and Chief Accounting Officer Shannon O’Callaghan - Vice President, Finance Conference Call Participants Deane Dray - RBC Capital Markets Christopher Glynn - Oppenheimer Allison Poliniak - Wells Far ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 1-12273 (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of incorporation or organiz ...

Roper Technologies, Inc. (NASDAQ:ROP) Q3 2021 Earnings Conference Call October 22, 2021 8:30 AM ET Company Participants Zack Moxcey - Vice President, Investor Relations Neil Hunn - President and Chief Executive Officer Rob Crisci - Executive Vice President and Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Allison Poliniak - Wells Fargo Trish Gorman - Barclays Christopher Glynn - Oppenheimer Joseph Giordano - Cowen and Company Andrew Shlosh - Vertical Research Pa ...

| --- | --- | |----------------------------------|-------| | | | | | | | | | | A DIVERSIFIED TECHNOLOGY COMPANY | | | Q3 2021 FINANCIAL RESULTS | | | OCTOBER 22, 2021 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward-looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and ...