Core Insights - Roper Technologies demonstrated strong financial performance in 2025, achieving 12% total revenue growth, 11% EBITDA growth, and 8% free cash flow growth, while also executing a significant M&A strategy with $3.3 billion deployed towards high-quality vertical software businesses [4][8] - The company is entering 2026 with a stronger foundation, focusing on innovation and capital deployment, particularly in AI, with a robust pipeline of acquisition opportunities [5][6] Financial Performance - Fourth quarter 2025 revenue increased by 10% to $2.06 billion, with acquisition contributions of 5% and organic revenue growth of 4% [8] - Full year 2025 revenue rose by 12% to $7.90 billion, with acquisition contributions of 7% and organic revenue growth of 5% [8] - GAAP net earnings for Q4 2025 decreased by 7% to $428 million, while adjusted net earnings increased by 8% to $561 million [8][12] - Adjusted EBITDA for Q4 2025 increased by 10% to $818 million, and for the full year, it rose by 11% to $3.14 billion [8][12] Shareholder Returns - The company repurchased 1.12 million shares for $500 million as part of its share repurchase program [4][8] - For 2026, Roper expects adjusted diluted earnings per share (DEPS) of $21.30 to $21.55, with total revenue growth projected at approximately 8% and organic revenue growth of 5% to 6% [6][15] Strategic Focus - Roper is enhancing its leadership talent, AI capabilities, and capital deployment discipline to capture significant opportunities in AI across its businesses [5] - The company has a large pipeline of attractive acquisition opportunities and the flexibility to utilize its share repurchase program to support long-term growth [5]

Core Viewpoint - Roper Technologies, Inc. (ROP) is set to release its fourth-quarter 2025 results on January 27, with expectations of steady earnings and revenue growth, supported by strong performance in its Application Software and Technology Enabled Products segments [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for Roper's fourth-quarter revenues is $2.09 billion, reflecting an 11.4% increase from the prior-year quarter [2][9]. - The consensus estimate for adjusted earnings is $5.14 per share, indicating a 6.9% growth from the year-ago quarter [2]. Segment Performance Insights - The Application Software segment is expected to generate $1.19 billion in sales, a 12.9% rise year-over-year, driven by SaaS adoption and GenAI innovations [4][9]. - The Technology Enabled Products segment is projected to achieve $460 million in sales, marking a 2.9% increase from the previous year, supported by demand for ultrasonic meters and cloud-based solutions [5]. - The Network Software segment's sales are estimated at $424 million, benefiting from strong demand in construction and freight match markets, as well as GenAI-powered solutions [6]. Acquisition Impact - Recent acquisitions, including Subsplash and CentralReach, are expected to enhance Roper's top-line performance due to their modern technology platforms and strong recurring revenue bases [7][8][9]. Margin Considerations - Despite positive growth factors, rising operating costs related to the amortization of acquired assets may negatively impact Roper's margin performance [8][10].

Core Insights - Roper Technologies (ROP) is expected to report quarterly earnings of $5.14 per share, reflecting a 6.9% increase year-over-year, with revenues forecasted at $2.09 billion, an 11.4% increase compared to the previous year [1] Financial Metrics - Analysts estimate 'Revenue- Application Software' to be $1.19 billion, indicating a year-over-year change of +12.9% [4] - 'Revenue- Technology Enabled Products' is forecasted to reach $460.06 million, representing a +3% change from the prior-year quarter [4] - 'Operating Profit- Application Software' is expected to be $304.43 million, up from $272.90 million in the same quarter last year [4] - 'Operating Profit- Technology Enabled Products' is predicted at $138.75 million, compared to $150.30 million reported in the same quarter of the previous year [5] - 'Operating Profit- Network Software' is anticipated to reach $175.03 million, slightly above the $174.40 million reported in the same quarter last year [5] Market Performance - Roper Technologies shares have decreased by -10.3% over the past month, contrasting with a +0.7% change in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank 2 (Buy), indicating expectations to outperform the overall market in the near future [5]

Core Insights - IntelliTrans has partnered with DAT Freight & Analytics to integrate DAT's freight rate intelligence into its Transportation Management System (TMS), enhancing decision-making for shippers [1][2]. Company Overview - IntelliTrans is a business unit of Roper Technologies, specializing in multimodal transportation management solutions for bulk and break-bulk shippers, aiming to simplify freight complexities [5]. - DAT Freight & Analytics operates DAT One, North America's largest truckload freight marketplace, and offers various services including freight data analytics through DAT iQ, which is relied upon for market trends and data insights [6][7]. Integration Benefits - The integration of DAT iQ into IntelliTrans TMS provides shippers with direct access to comprehensive freight-rate data analytics, allowing for quick and confident procurement decisions without the need for manual integrations [2][3]. - DAT iQ offers reliable insights into transportation costs based on historical and predictive market data, helping shippers navigate rate volatility and improve budgeting accuracy [4][8]. Market Impact - The partnership exemplifies collaboration within Roper Technologies to enhance customer value by combining expertise and resources from both IntelliTrans and DAT [3].

Roper Technologies, Inc. (NASDAQ:ROP) is one of the Best Depressed Stocks to Buy Right Now. On January 13, Piper Sandler analyst Clarke Jeffries reduced the firm’s price objective on the company’s stock to $530 from $600, while keeping an “Overweight” rating, as reported by The Fly. While discussing the industrial software and defense tech space, the firm added that 2026 might be another tough slate for fundamentals as macros are challenged. It also added that after the sell-off over the last 2 quarters, t ...

Core Viewpoint - Roper Technologies (ROP) has experienced significant selling pressure, resulting in a 6.2% decline over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if ROP is oversold, with a reading of 27.98 indicating potential exhaustion of selling pressure [2][5] - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify potential price reversals, suggesting that ROP may present entry opportunities for investors [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for ROP, with a consensus EPS estimate increase of 0% over the last 30 days, indicating a positive trend that typically leads to price appreciation [7] - ROP holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, further supporting the potential for a near-term turnaround [8]

Core Insights - Mar Vista Investment Partners reported strong momentum in US equities for 2025, marking the second consecutive year of double-digit gains, with a rapid recovery from a bear market dip in April [1] - The Mar Vista U.S. Quality strategy achieved a net-of-fees gain of +0.20% in Q4 2025, underperforming the Russell 1000® Index (+2.41%) and the S&P 500® Index (+2.65%) [1] - Stock selection in communication services, consumer discretionary, and financials sectors positively impacted performance, while information technology, materials, and healthcare sectors detracted from it [1] - The letter indicated that in 2026, markets will need to balance strong fundamentals with increasing economic uncertainties [1] Company-Specific Insights - Roper Technologies, Inc. (NASDAQ:ROP) was highlighted in the investor letter, with a closing stock price of $426.36 on January 13, 2026, and a market capitalization of $45.892 billion [2] - Roper Technologies experienced a one-month return of -5.72% and a 52-week loss of 17.68% [2] - Mar Vista made a strategic decision to exit its position in Roper Technologies after a decade-long partnership, citing a commitment to maintaining a portfolio of high conviction, high growth businesses [3]

Core Insights - The integration of the Convoy tech stack into the AscendTMS transportation management system marks a significant step in the revival of AscendTMS, which is primarily known for its load board services [1] - The Convoy Platform, previously developed by the now-closed digital brokerage Convoy, is now fully integrated into AscendTMS, allowing brokers to conduct digital freight matching and transactions [5][6] Group 1: Integration and Functionality - The integration of the Convoy Platform into AscendTMS is described as one of the most comprehensive partnerships undertaken by AscendTMS [2] - AscendTMS connects to approximately 90 factoring companies, enhancing its service offerings [3] - The Convoy Platform requires integration with a TMS to function, as it relies on the data contained within the TMS for broker and carrier collaboration [6] Group 2: Historical Context and Ownership - The "old" Convoy was previously available through AscendTMS before Convoy's closure in October 2023, after which the technology was sold to Flexport and then to DAT [4] - DAT, a subsidiary of Roper Technologies, has now reintroduced the Convoy Platform into AscendTMS, which is positioned as the only multi-tenant TMS supporting this platform [6] Group 3: Operational Process - A load posted to the DAT load board will be processed through the Convoy Platform, enabling instant matching with certified carriers [7] - The process allows users to complete load bookings through full digitization, streamlining operations for brokers and carriers [7]

Group 1 - Roper Technologies, Inc. will release its financial results for Q4 2025 on January 27, 2026, before market opens [1] - A conference call to discuss the financial results is scheduled for 8:00 AM ET on the same day, accessible via webcast or phone [1] - Conference call materials will be available in the Investors section of Roper's website prior to the call [1] Group 2 - Roper Technologies is a member of Nasdaq 100, S&P 500, and Fortune 1000, indicating its significant market presence [2] - The company has a strong track record of compounding cash flow and shareholder value through its operations in niche markets [2] - Roper employs a disciplined approach to redeploy excess capital towards high-quality acquisitions [2]

Core Viewpoint - Roper Technologies, Inc. is a diversified technology company with a market cap of $48.5 billion, focusing on vertical software and technology-enabled products across various sectors [1] Financial Performance - Analysts project Roper to report an adjusted EPS of $5.13 for fiscal Q4 2025, reflecting a 6.7% increase from $4.81 in the same quarter last year [2] - For fiscal 2025, the expected adjusted EPS is $19.93, an 8.9% increase from $18.31 in fiscal 2024 [3] - Despite reporting a Q3 2025 adjusted EPS of $5.14, shares fell by 5.7% on October 23, with full-year 2025 DEPS guidance narrowed to $19.90 - $19.95 [5] Stock Performance - Roper's shares have decreased by 13.8% over the past 52 weeks, underperforming the S&P 500 Index, which gained 15.8%, and the State Street Technology Select Sector SPDR ETF, which surged by 23.2% [4] Analyst Sentiment - The consensus view on ROP stock is moderately optimistic, with a "Moderate Buy" rating; 11 out of 18 analysts recommend a "Strong Buy," five suggest "Holds," and two recommend "Strong Sells" [6] - The average analyst price target for Roper Technologies is $569.53, indicating a potential upside of 26.3% from current levels [6]