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ROP FY2026 Q2 IMPROVING

Roper Technologies, Inc. 실적 발표

Jul 23, 2026 · 04:00 ET Jason ConleyNeil HunnZack Moxcey
Buzzberg 분석

Raising full-year adjusted DEPS guidance to $22.15-$22.30

Roper reported solid Q2 results, beating EPS and revenue expectations, and raised full-year guidance for the second time. AI product momentum is accelerating with multiple agentic SKU launches across the portfolio, though customer adoption is still early. The company expects M&A activity to improve later this year and has over $5B of capacity for deployment. Q2 revenue $2.1B (+9% total, +5% organic), EPS $5.38 above guidance range.

Buzzberg 분석 Raising full-year adjusted DEPS guidance to $22.15-$22.30 Roper reported solid Q2 results, beating EPS and revenue expectations, and raised full-year guidance for the second time. AI product momentum is accelerating with multiple agentic SKU launches across the portfolio, though customer adoption is still early. The company expects M&A activity to improve later this year and has over $5B of capacity for deployment. Q2 revenue $2.1B (+9% total, +5% organic), EPS $5.38 above guidance range. 전체 분석 보기분석 접기

Roper reported solid Q2 results, beating EPS and revenue expectations, and raised full-year guidance for the second time. AI product momentum is accelerating with multiple agentic SKU launches across the portfolio, though customer adoption is still early. The company expects M&A activity to improve later this year and has over $5B of capacity for deployment. Q2 revenue $2.1B (+9% total, +5% organic), EPS $5.38 above guidance range.

  • Full-year adjusted EPS raised to $22.15-$22.30; Q3 guided to $5.75-$5.80.
  • AI product cadence accelerated: six agentic SKUs at VertiFOR, new agents at Adderant, DAT, ProCare, and others.
  • Deltek showed stabilization but no GovCon trend call yet; DAT freight market improving; Neptune ahead of plan.
Revenue $2.1089B +1% QoQ
EPS $5.38 +4% QoQ
Gross margin 69.71% reported
Op margin 27.73% reported

이번 분기에 달라진 점

01
Guidance

Raising full-year adjusted DEPS guidance to $22.15-$22.30

Guidance tone

02
Capital return

Repurchased over 8% of shares in eight months

Q2 revenue $2.1B (+9% total, +5% organic), EPS $5.38 above guidance range.

03
AI

AI adoption pace still developing

Management stated AI momentum continues to build at an accelerating pace, with numerous agentic product releases across the portfolio, and that demand is strong but adoption pace is still developing as customers change workflows.

04
Other

Expect M&A activity to break loose later this year

AI product cadence accelerated: six agentic SKUs at VertiFOR, new agents at Adderant, DAT, ProCare, and others.

AI, 자본지출 및 수요 분석

AI

플랫폼 및 수익화

Management stated AI momentum continues to build at an accelerating pace, with numerous agentic product releases across the portfolio, and that demand is strong but adoption pace is still developing as customers change workflows.

수요

수주 및 전환

Not ready to call a turn in GovCon market. Management expressed confidence in solid results, raised guidance, and highlighted accelerating AI momentum, though cautious on Deltek and AI adoption pace, leading to an upbeat but measured tone.

톤 · upbeat

Management expressed confidence in solid results, raised guidance, and highlighted accelerating AI momentum, though cautious on Deltek and AI adoption pace, leading to an upbeat but measured tone.

향후 가이던스

ImprovingGuidance tone · was IN LINE last Q
지표기간범위중간값상태
EPSFY2026$22.15–$22.30$22.23RAISED
EPSFY2026 Q3$5.75–$5.80$5.78INITIATED

가이던스 신뢰도

4 / 4달성 또는 상회
제시 시점지표목표 기간가이던스실제결과
FY2026 Q1EPSFY2026 Q2$5.25–$5.30$5.38Met / beat
FY2025 Q4EPSFY2026 Q1$4.95–$5.00$5.16Met / beat
FY2025 Q3EPSFY2025$19.90–$19.95$20.00Met / beat
FY2025 Q3EPSFY2025 Q4$5.11–$5.16$5.21Met / beat

기업 영향 분석

AME
+8.1%
발표 이후
$237.59→$256.75
파트너

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.”
Jason Conley