Roper (ROP) Q3 2026 Earnings Call Transcript

Roper’s Q3 2026 earnings call highlighted broad-based growth, with total revenue of $2.17 billion, up 8% overall and 7% organically, driven by momentum in its software segment. Adjusted DEPS rose 15% to $5.89, while adjusted EBITDA increased 7% to $864 million, supported by portfolio performance. The company reported adjusted EBITDA margin of 39.8%, down 40 basis points due to business and product mix. In software, application software revenue totaled $1.24 billion (+7% total, +6% organic) and network software revenue was $446.1 million (+8% total, +5% organic). Technology Enabled Products revenue climbed 10% to $486 million. Free cash flow was $805 million, and Roper deployed $436 million in three bolt-on acquisitions. Guidance for full-year 2026 adjusted DEPS rose to $22.35–$22.40.