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08:00
Jul 23 ◎

ROP FY2026 Q2 Watch

Roper Technologies, Inc. (ROP) FY2026 Q2 Earnings Call

ROP AME ▾

Neil Hunn

Solid Q2 results with 9% total revenue growth, accelerating AI product releases, and improving freight/Neptune trends underpin raised guidance and optimistic forward tone.

"we're raising our full year depth guidance for the second time this year to a range of 2215 to 2230."

ROP WATCH

Jason Conley

Ametek is acquiring the instrumentation businesses of Indicor, in which Roper holds a minority stake; the ~$1.4B gross proceeds will strengthen Roper's balance sheet for future M&A.

"Indicor announced an agreement to sell its instrumentation businesses to Ametek which is expected to close in the second half of this year."

AME WATCH

HIGH

08:00
Apr 23 ◎

ROP FY2026 Q1 Watch

Roper Technologies, Inc. (ROP) FY2026 Q1 Earnings Call

ROP BMI MWA ▾

Neil Hunn

Management raised full-year EPS guidance by $0.50 at the midpoint after a beat in Q1, supported by strong organic growth, bookings momentum, and accelerating AI product velocity across the portfolio. The tone is confident about the balance of the year.

"we delivered a strong start to 2026 and are raising our full year depth guidance. Our Q1 results exceeded expectations across every key metric."

ROP WATCH

Neil Hunn

Bronze ingot inflation (copper derivative) at Neptune is expected to persist due to data center demand for copper, creating sustained input cost pressure for water meter manufacturers. — Sustained raw material inflation may compress margins for Neptune and its competitors (e.g. Badger Meter), or lead to pricing actions that reshape competitive dynamics.

"ingot cost is going to stay high. I mean, this is with all the data centers and just the demand for copper, this is a derivative impact of that."

BMI WATCH

Neil Hunn

Neptune's channel inventory management in 2025 allowed it to ship closer to retail in early 2026, supporting short-cycle demand even as the broader water meter market faces project delays. — Roper's Neptune appears to be gaining a tactical advantage over peers (e.g. Mueller Water) that may still be working through channel overhang, potentially taking share in the short cycle municipal segment.

"we at Neptune did a good job managing channel inventory in 2025. And so the hope or expectation is we'll be able to ship closer to retail in 2026 on the short cycle side."

MWA WATCH

HIGH

08:00
Jan 27 ◎

ROP FY2025 Q4 Watch

Roper Technologies, Inc. (ROP) FY2025 Q4 Earnings Call

08:00
Oct 23 ◎

ROP FY2025 Q3 Watch

Roper Technologies, Inc. (ROP) FY2025 Q3 Earnings Call

ROP ▾

Neil Hunn

Management lowered full-year organic revenue growth guidance due to near-term headwinds (government shutdown at Dell Tech, tariff-related delays at Neptune), but maintained EPS and expressed confidence in long-term AI and M&A pipeline. Overall tone is cautiously balanced.

"we now expect organic revenue to land in the 6% area versus our previous 6% to 7% range."

ROP WATCH

HIGH

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