Sep 30, 2024

Roper Q3 2024 Earnings Report

Reported a solid quarter with revenue growth, EBITDA growth, and free cash flow growth.

Key Takeaways

Roper Technologies reported a strong third quarter with a 13% increase in revenue to $1.76 billion and a 7% increase in adjusted DEPS to $4.62. The company has increased its full-year guidance due to these results, the growth of recurring revenue, and increasing demand.

Revenue increased 13% to $1.76 billion; organic revenue increased 4%.

GAAP DEPS increased 6% to $3.40; adjusted DEPS increased 7% to $4.62.

GAAP net earnings increased 6% to $368 million; adjusted net earnings increased 7% to $499 million.

Adjusted EBITDA increased 10% to $717 million.

Total Revenue
$1.77B
Previous year: $1.56B
+12.9%
EPS
$4.62
Previous year: $4.32
+6.9%
Organic Revenue Growth
4%
Previous year: 6%
-33.3%
Gross Profit
$1.22B
Previous year: $1.1B
+11.4%
Cash and Equivalents
$270M
Previous year: $300M
-10.0%
Free Cash Flow
$719M
Previous year: $625M
+15.0%
Total Assets
$31.6B
Previous year: $28.2B
+11.9%

Roper

Roper

Roper Revenue by Segment

Forward Guidance

Roper now expects full year 2024 adjusted DEPS of $18.21 - $18.25, compared to previous guidance of $18.10 - $18.25. The Company increased its full year total revenue growth outlook to 13%+ and continues to expect organic revenue growth of approximately 6%. For the fourth quarter of 2024, the Company expects adjusted DEPS of $4.70 - $4.74.

Positive Outlook

  • Full year 2024 adjusted DEPS expected to be $18.21 - $18.25.
  • Full year total revenue growth outlook increased to 13%+
  • Organic revenue growth is expected to be approximately 6%.
  • Fourth quarter 2024 adjusted DEPS is expected to be $4.70 - $4.74.

Revenue & Expenses

Visualization of income flow from segment revenue to net income