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Dec 31, 2023

Roper Q4 2023 Earnings Report

Roper's revenue increased by 13% and GAAP DEPS increased by 51%.

Key Takeaways

Roper Technologies reported strong Q4 2023 results, with a 13% increase in revenue to $1.61 billion and a 51% increase in GAAP DEPS to $3.50. The company's adjusted DEPS increased by 11% to $4.37, and GAAP net earnings were $378 million.

Revenue increased 13% to $1.61 billion; organic revenue increased 8%.

GAAP DEPS increased 51% to $3.50; adjusted DEPS increased 11% to $4.37.

GAAP net earnings were $378 million.

Adjusted EBITDA increased 11% to $659 million.

Total Revenue
$1.61B
Previous year: $1.43B
+12.8%
EPS
$4.37
Previous year: $3.92
+11.5%
Organic Revenue Growth
8%
Previous year: 7%
+14.3%
Gross Profit
$1.13B
Previous year: $1B
+12.3%
Cash and Equivalents
$214M
Previous year: $793M
-73.0%
Free Cash Flow
$592M
Total Assets
$28.2B
Previous year: $27B
+4.4%

Roper

Roper

Roper Revenue by Segment

Forward Guidance

Roper expects full year 2024 adjusted DEPS of $17.85 - $18.15 with first quarter adjusted DEPS of $4.30 - $4.34. The Company expects full year total revenue growth of +11 – 12% and organic revenue growth of +5 – 6%.

Positive Outlook

  • Continued positive momentum.
  • Ongoing expansion of recurring revenue base.
  • Demand for businesses’ mission critical solutions.
  • Acquisition of Procare Solutions.
  • Strong balance sheet and a large pipeline of attractive M&A opportunities.

Revenue & Expenses

Visualization of income flow from segment revenue to net income