Mar 31, 2023

Roper Q1 2023 Earnings Report

Roper's Q1 2023 financial results were announced, showcasing revenue growth and increased full-year guidance.

Key Takeaways

Roper Technologies reported a strong first quarter with a 15% increase in revenue to $1.47 billion and an 8% organic revenue growth. GAAP net earnings increased by 20% to $284 million, and the company is increasing its full-year adjusted DEPS guidance to $16.10 - $16.30.

Revenue increased by 15% to $1.47 billion, with organic revenue growth of 8%.

GAAP DEPS increased by 20% to $2.66, and adjusted DEPS increased by 19% to $3.90.

GAAP net earnings increased by 20% to $284 million.

The company increased its full-year adjusted DEPS guidance to $16.10 - $16.30.

Total Revenue
$1.47B
Previous year: $1.53B
-3.7%
EPS
$3.9
Previous year: $3.77
+3.4%
Organic Revenue Growth
8%
Previous year: 11%
-27.3%
Gross Profit
$1.02B
Previous year: $1.03B
-1.1%
Cash and Equivalents
$1.18B
Previous year: $3.24B
-63.5%
Free Cash Flow
$445M
Previous year: $459M
-3.1%
Total Assets
$27.1B
Previous year: $25.6B
+5.8%

Roper

Roper

Roper Revenue by Segment

Forward Guidance

Roper expects adjusted DEPS of $3.96 - $4.00 for the second quarter of 2023 and is increasing its full year 2023 adjusted DEPS guidance to $16.10 - $16.30.

Positive Outlook

  • Strong start to the year.
  • Ongoing demand for mission-critical software and product solutions.
  • Significant M&A firepower.
  • Large universe of high-quality acquisition opportunities.
  • Disciplined and process-driven approach to capital deployment.

Challenges Ahead

  • Guidance excludes the impact of unannounced future acquisitions or divestitures.
  • Legal settlement cash payment of $45 million related to the Berall v. Verathon patent litigation matter.
  • Minority interest in Indicor.
  • Potential risks and uncertainties related to the COVID-19 pandemic.
  • General economic conditions and specific market conditions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income