Roper reported a solid Q3 with 14% total revenue growth and strong free cash flow, but trimmed full-year organic growth guidance to 6% due to a government shutdown impact at Dell Tech and tariff-related delays at Neptune. Management emphasized AI momentum across the portfolio and announced a first-ever $3B share repurchase authorization, while maintaining a robust M&A pipeline. Q3 total revenue grew 14% (organic 6%), with EPS of $5.14 (beat guide by $0.02).
Roper reported a solid Q3 with 14% total revenue growth and strong free cash flow, but trimmed full-year organic growth guidance to 6% due to a government shutdown impact at Dell Tech and tariff-related delays at Neptune. Management emphasized AI momentum across the portfolio and announced a first-ever $3B share repurchase authorization, while maintaining a robust M&A pipeline. Q3 total revenue grew 14% (organic 6%), with EPS of $5.14 (beat guide by $0.02).
Management is very optimistic about AI as a durable growth driver, citing high 'right to win' due to embedded workflows and proprietary data, with early proof points across the portfolio (e.g., Aderant, Central Reach, DAT). They expect AI to drive booking momentum in the near…
Q3 total revenue grew 14% (organic 6%), with EPS of $5.14 (beat guide by $0.02).
Management is very optimistic about AI as a durable growth driver, citing high 'right to win' due to embedded workflows and proprietary data, with early proof points across the portfolio (e.g., Aderant, Central Reach, DAT). They expect AI to drive booking momentum in the near…
Management expressed strong conviction in organic growth prospects, AI strategy, and M&A pipeline, while acknowledging short-term headwinds from government shutdown and freight market.
Management is very optimistic about AI as a durable growth driver, citing high 'right to win' due to embedded workflows and proprietary data, with early proof points across the portfolio (e.g., Aderant, Central Reach, DAT). They expect AI to drive booking momentum in the near term but meaningful organic growth acceleration likely in 2027.
Dell Tech govt shutdown is timing, not demand. Management expressed strong conviction in organic growth prospects, AI strategy, and M&A pipeline, while acknowledging short-term headwinds from government shutdown and freight market.
Management expressed strong conviction in organic growth prospects, AI strategy, and M&A pipeline, while acknowledging short-term headwinds from government shutdown and freight market.
| Metric | Period | Range | Midpoint | Status |
|---|---|---|---|---|
| EPS | FY2025 | $19.90–$19.95 | $19.92 | GUIDED |
| EPS | FY2025 Q4 | $5.11–$5.16 | $5.13 | INITIATED |
| Issued | Metric | Target | Guide | Actual | Outcome |
|---|---|---|---|---|---|
| FY2026 Q1 | EPS | FY2026 Q2 | $5.25–$5.30 | $5.38 | Met / beat |
| FY2025 Q4 | EPS | FY2026 Q1 | $4.95–$5.00 | $5.16 | Met / beat |