Dec 31, 2019

Roper Q4 2019 Earnings Report

Roper reported record financial results due to operational execution and portfolio enhancement through acquisitions and divestitures.

Key Takeaways

Roper Technologies reported a strong fourth quarter and full year 2019. GAAP diluted EPS increased by 237%, and adjusted EPS increased by 5%. Revenue also saw an increase, with GAAP revenue up to $1.39 billion and adjusted revenue up 2% to $1.40 billion. The company's portfolio was enhanced through acquisitions and divestitures, positioning it for continued cash flow and shareholder returns.

GAAP diluted earnings per share increased 237% to $8.28.

Adjusted diluted earnings per share increased 5% to $3.39.

GAAP revenue increased to $1.39 billion.

Adjusted revenue increased 2% to $1.40 billion.

Total Revenue
$1.4B
Previous year: $1.38B
+1.6%
EPS
$3.39
Previous year: $3.22
+5.3%
Organic Revenue Growth
1%
EBITDA Margin
37%
Free Cash Flow Margin
32%
Gross Profit
$893M
Previous year: $873M
+2.3%
Cash and Equivalents
$710M
Previous year: $364M
+94.8%
Free Cash Flow
$453M
Total Assets
$18.1B
Previous year: $15.2B
+18.8%

Roper

Roper

Roper Revenue by Segment

Forward Guidance

Roper expects full year adjusted DEPS of $13.30 - $13.60 with first quarter adjusted DEPS of $2.94 - $3.00. The Company expects full year organic revenue growth of +6 - 7%.

Positive Outlook

  • Continued organic growth across our portfolio of software and product businesses
  • TransCore’s significant New York City project
  • Contributions from our recent acquisitions
  • Aided by the proceeds from the Gatan divestiture
  • Significant financial capacity to execute against our large and active pipeline of high-quality acquisition opportunities

Revenue & Expenses

Visualization of income flow from segment revenue to net income