Citable filing context

ROP filing events and research context

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ROP's research view summarizes recent SEC filing context, starting with mda_quarterly from May 1, 2026.

ROP filing events and research context
FiledItemContext
May 1, 2026mda_quarterlyRoper Technologies reported Q1 2026 net revenues of $2,095.3 million, an 11.3% year-over-year increase driven by 5.6% organic growth and 4.9% from acquisitions. The Application Software segment grew 11.5% to $1,191.5 million, led by the CentralReach acquisition and demand in legal, higher education, and property and casualty insurance markets. Network Software revenues rose 13.8% to $427.6 million, supported by Subsplash and growth in freight match and construction markets. Technology Enabled Products grew 8.5% to $476.2 million, as medical product strength in precision measurement and airway management offset declines in water meter technology. Net earnings increased to $508.9 million, significantly aided by a $167.3 million fair value gain in the Indicor equity investment. Conversely, interest expense rose to $99.3 million due to higher debt balances and interest rates on senior notes. Total debt reached $10,464 million, following $1,150 million in borrowings under a new $3.5 billion unsecured revolving credit facility. The company continues aggressive capital return, repurchasing $1,500 million in common stock during the quarter, with an additional $3,000 million authorized in April 2026. Management remains focused on managing risks related to geopolitical instability, cybersecurity, and acquisition integration.
Feb 24, 2026mdaRoper Technologies reported 2025 net revenues of $7.9 billion, a 12.3% increase driven by 5.4% organic growth and 6.7% from acquisitions. The Application Software segment led growth at 15.9%, fueled by the acquisitions of Transact and CentralReach and strength in acute healthcare, property and casualty insurance, and legal markets. Network Software grew 8.5%, supported by the Subsplash acquisition and freight match and construction markets, though media and entertainment software declined. Technology Enabled Products grew 7.3%, led by medical precision measurement and access management. Total operating margin remained stable at 32.0%. Operating cash flow increased 6% to $2.54 billion, benefiting from a $150 million cash tax advantage following the OBBBA's repeal of Section 174 R&D capitalization. The company’s asset-light model is reflected in negative net working capital of $1.39 billion. Total debt rose to $9.36 billion, supported by a $2 billion senior note issuance to fund acquisitions and debt maturity. Backlog grew 10.3% to $3.42 billion. Shareholder returns included $1.8 billion in common stock repurchases between October 2025 and February 2026. Roper also maintains a 43.8% minority equity interest in Indicor, with fair value fluctuations impacting net earnings.
Oct 31, 2025mda_quarterlyRoper Technologies reported a 13.2% year-over-year increase in net revenues for the nine months ended September 30, 2025, totaling $5.84 billion. The Application Software segment led growth, rising 18.2% to $3.32 billion, fueled by acquisitions including Transact, CentralReach, and Procare, and organic demand in acute healthcare, property and casualty insurance, and legal markets. Network Software revenues grew 6.6% to $1.17 billion, supported by the Subsplash acquisition, though organic gains in construction and freight match were partially offset by declines in the media and entertainment software market. Technology Enabled Products rose 7.7% to $1.35 billion, driven by medical precision measurement and water meter technology. Total debt increased to $9.45 billion, primarily due to the issuance of $2 billion in senior notes and revolving credit facility borrowings to fund acquisitions such as Convoy and Orchard Software. While operating cash flow grew 8% to $1.80 billion, interest expenses rose alongside higher debt levels and rates. Key risks include geopolitical instability, supply chain volatility, and acquisition integration. Additionally, the OBBBA is expected to provide a significant cash tax benefit by repealing domestic R&D capitalization requirements.

Source: SEC EDGAR filing text and events; period May 1, 2026; filed May 1, 2026.

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