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Roper(ROP) - 2025 Q1 - Quarterly Results
2025-04-28 10:58
Revenue and Earnings - Total revenue for Q1 2025 increased by 12% to $1.88 billion, with an 8% contribution from acquisitions and 5% organic growth[7] - GAAP net earnings decreased by 13% to $331 million, while adjusted net earnings increased by 9% to $517 million[7] - Adjusted DEPS for Q1 2025 rose by 8% to $4.78, compared to $4.41 in Q1 2024[14] - The company expects full year 2025 adjusted DEPS to be between $19.80 and $20.05, up from previous guidance of $19.75 to $20.00[5] - Full year total revenue growth outlook has been increased to approximately 12%, compared to the previous outlook of over 10%[5] - Net revenues for Q1 2025 increased to $1,882.8 million, up 12.0% from $1,680.7 million in Q1 2024[26] - Net earnings for Q1 2025 were $331.1 million, a decrease of 13.3% compared to $382.0 million in Q1 2024[26] Cash Flow and Margins - Trailing-twelve-months free cash flow grew by 12% with a free cash flow margin of 31%[4] - Operating cash flow for Q1 2025 decreased by 1% to $529 million, while trailing-twelve-months adjusted operating cash flow increased by 12% to $2.39 billion[15] - Adjusted EBITDA for Q1 2025 increased by 9% to $740 million, with an adjusted EBITDA margin of 39.3%[12] - Gross profit margin decreased to 68.7% in Q1 2025 from 70.3% in Q1 2024, with gross profit amounting to $1,293.7 million[27] - Cash provided by operating activities was $528.7 million, slightly down from $531.5 million in Q1 2024[29] Assets and Liabilities - Total assets increased to $31,418.8 million as of March 31, 2025, compared to $31,334.7 million at the end of 2024[25] - Total liabilities decreased to $12,195.2 million from $12,467.1 million at the end of 2024[25] - Cash and cash equivalents rose to $372.8 million at the end of Q1 2025, up from $188.2 million at the end of 2024[29] Segment Performance and Acquisitions - Application Software segment revenues increased to $1,068.2 million, representing 56.7% of total revenues in Q1 2025[27] - The acquisition of CentralReach, completed on April 23, 2025, is expected to enhance the company's recurring revenue base[4] - Acquisitions of businesses in Q1 2025 amounted to $124.9 million, significantly lower than $1,858.7 million in Q1 2024[29] - The company remains well-positioned for future growth through disciplined capital deployment and a strong pipeline of acquisition opportunities[4] - The company reported an operating profit of $597.1 million, up from $542.8 million in Q1 2024, reflecting a margin of 31.7%[27]
Roper Technologies announces first quarter financial results
GlobeNewswire· 2025-04-28 10:55
Core Insights - Roper Technologies, Inc. reported a strong start to 2025 with total revenue growth of 12%, driven by 8% from acquisitions and 5% organic growth [3][4] - The company has increased its full year guidance for 2025, expecting adjusted diluted earnings per share (DEPS) of $19.80 - $20.05, up from the previous range of $19.75 - $20.00 [4][5] - Roper completed the acquisition of CentralReach, enhancing its cloud-native software offerings for Applied Behavior Analysis therapy [3][5] Financial Performance - Total revenue for Q1 2025 was $1.88 billion, a 12% increase from $1.68 billion in Q1 2024, with organic revenue growth of 5% and acquisition contribution of 8% [8][10] - GAAP net earnings decreased by 13% to $331 million, while adjusted net earnings increased by 9% to $517 million [8][10] - Adjusted EBITDA rose by 9% to $740 million, with an adjusted EBITDA margin of 39.3% [8][10] Cash Flow and Capital Management - Trailing twelve-months free cash flow grew by 12% to $2.39 billion, with a free cash flow margin of 31% [3][8] - Operating cash flow for Q1 2025 was $529 million, a slight decrease of 1% compared to $531 million in Q1 2024 [12][26] - The company maintains a disciplined capital deployment strategy, supported by significant M&A capabilities and a robust pipeline of acquisition opportunities [3][4] Segment Performance - Application Software segment generated $1.07 billion in revenue, while Network Software and Technology Enabled Products segments contributed $375.9 million and $438.7 million, respectively [24] - Gross profit margins for Application Software, Network Software, and Technology Enabled Products were 67.5%, 84.0%, and 58.7%, respectively [24][25] Guidance and Outlook - Roper expects full year 2025 total revenue growth to be approximately 12%, up from a previous outlook of 10%+, with organic revenue growth anticipated at 6% - 7% [4][5] - For Q2 2025, the company projects adjusted DEPS of $4.80 - $4.84 [4][13]
Roper Technologies Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-04-28 07:22
Earnings Report - Roper Technologies, Inc. is set to release its first-quarter earnings results on April 28, with expected earnings of $4.74 per share, an increase from $4.41 per share in the same period last year [1] - The company anticipates quarterly revenue of $1.88 billion, up from $1.68 billion a year earlier [1] Acquisition Deal - On March 24, Roper Technologies announced the acquisition of CentralReach from Insight Partners for a net purchase price of approximately $1.65 billion [2] - Following the announcement, Roper Technologies shares experienced a decline of 0.4%, closing at $557.70 [2] Analyst Ratings - JP Morgan analyst Stephen Tusa maintained a Neutral rating and reduced the price target from $558 to $465 [5] - Stifel analyst Brad Reback initiated coverage with a Buy rating and a price target of $685 [5] - Oppenheimer analyst Christopher Glynn maintained an Outperform rating and raised the price target from $630 to $640 [5] - Raymond James analyst Brian Gesuale reiterated a Strong Buy rating and increased the price target from $620 to $655 [5] - Barclays analyst Julian Mitchell maintained an Underweight rating and lowered the price target from $569 to $562 [5]
Procare Solutions Continues to Deliver Secure, Compliant Software
Prnewswire· 2025-04-15 16:07
Procare and ChildPlus software hold the prestigious SOC 2 Type 2 certification, a gold standard for secure and trustworthy data management DENVER, April 15, 2025 /PRNewswire/ -- Procare Solutions, a leader in child care management software, is pleased to announce that ChildPlus, a Procare Solutions company serving Head Start providers, has also received the distinction of being SOC 2 Type 2 compliant by taking steps far beyond what is required by law to secure data. Procare Solutions stands out as one of th ...
Will Roper Technologies (ROP) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-04-14 17:15
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Roper Technologies (ROP) . This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.When looking at the last two reports, this industrial equipment maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 1.95%, on average, i ...
Roper Technologies schedules first quarter 2025 financial results conference call
GlobeNewswire News Room· 2025-04-03 12:30
Financial Results Announcement - Roper Technologies, Inc. will release its financial results for Q1 2025 on April 28, 2025, before market opens [1] - A conference call to discuss these results is scheduled for 8:00 AM ET on the same day, accessible via webcast or by phone [1] Company Overview - Roper Technologies is part of Nasdaq 100, S&P 500, and Fortune 1000, with a strong track record of compounding cash flow and shareholder value [2] - The company operates in niche markets, designing and developing vertical software and technology-enabled products [2] - Roper employs a disciplined approach to redeploy excess capital towards high-quality acquisitions [2]
Roper Benefits From Business Strength & Buyouts Amid Risks
ZACKS· 2025-03-26 15:45
Roper Technologies, Inc. (ROP) is benefiting from strong momentum in the Application Software segment, driven by strength in its Deltek, Vertafore, PowerPlan and Aderant businesses. Growing adoption of SaaS solutions and continued GenAI innovation have been driving the performance of these businesses. Also, stable demand across ROP’s alternate site healthcare businesses and for Gen AI-powered solutions within the ConstructConnect business is fostering growth of the Network Software segment.The solid perform ...
Roper to Acquire CentralReach, Expands in Healthcare Market
ZACKS· 2025-03-25 17:20
Roper Technologies, Inc. (ROP) recently signed a definitive deal with Insight Partners to acquire CentralReach, a provider of SaaS solutions, for Applied Behavior Analysis treatment. The deal is valued at about $1.65 billion, which includes a $200 million tax benefit related to the transaction. Roper expects to fund the buyout through its revolving credit facility.CentralReach is a well-known provider of autism and intellectual & developmental disabilities (IDD) care software. The company offers a comprehen ...
PowerPlan Announces NXT: 30 Years of Industry Expertise, Now Powered by AI
Newsfilter· 2025-03-24 18:30
ATLANTA, March 24, 2025 (GLOBE NEWSWIRE) -- PowerPlan, Inc., a leading provider of financial software solutions for the energy industry, today announced PowerPlan NXT at its 2025 ELEVATE user conference in Atlanta. The new SaaS platform empowers tax and accounting professionals to optimize financial assets throughout their lifecycle. Purpose-built for asset-intensive companies, NXT integrates operational and financial data to facilitate specialized accounting treatments, accommodate complex tax requirements ...
Roper Technologies to acquire CentralReach
GlobeNewswire· 2025-03-24 12:30
Leading provider of SaaS solutions for Applied Behavior Analysis therapySARASOTA, Fla., March 24, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) today announced that it has reached a definitive agreement to acquire CentralReach from Insight Partners for a net purchase price of approximately $1.65 billion, including a $200 million tax benefit resulting from the transaction. Roper expects CentralReach to deliver sustainable 20%+ organic revenue and EBITDA growth. CentralReach is a leading pro ...