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Dec 31, 2025
Roper Q4 2025 Earnings Report
Roper reported a strong Q4 with double-digit revenue growth and solid free cash flow, despite a decline in GAAP net income.
Key Takeaways
Roper Technologies delivered a 10% revenue increase in Q4 2025, supported by both organic growth and acquisitions. Adjusted EPS rose to $5.21 while net income declined due to minority investment adjustments. The company demonstrated robust cash generation and capital deployment.
Q4 revenue grew 10% to $2.06 billion, with organic growth contributing 4%.
Adjusted EPS increased 8% to $5.21, despite a 7% drop in GAAP EPS.
Free cash flow grew to $714 million, supported by strong operating cash performance.
The company repurchased $500 million worth of shares during the quarter.
Revenue by Segment
Forward Guidance
Roper expects FY 2026 adjusted EPS between $21.30 and $21.55 with 8% total revenue growth and 5–6% organic revenue growth.
Positive Outlook
- 2026 adjusted EPS expected to grow to $21.30–$21.55.
- Forecasted 8% total revenue growth in 2026.
- Organic revenue growth guidance of 5–6%.
- Capital deployment flexibility through M&A and share repurchases.
- Positioned to capitalize on AI-driven innovation across businesses.
Challenges Ahead
- GAAP EPS forecast excludes unknown impacts from equity investments.
- Minority investment in Indicor continues to cause GAAP volatility.
- No specific segment-level guidance was provided.
- Potential impact of future acquisitions not included in forecast.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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