Roper Technologies, Inc. (ROP) Earnings Call Transcripts
Roper Technologies, Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of fiscal 2026, Roper Technologies reported solid financial results, with total revenue of $2.1 billion, reflecting a 9% increase year-over-year, and diluted earnings per share (EPS) of $5.38, surpassing guidance. The company raised its full-year EPS guidance to a range of $22.15 to $22.30, up $0.30 from the previous midpoint, and increased revenue growth expectations to over 8%, with organic growth projected around 6%. Management highlighted strong AI momentum and disciplined capital allocation as key themes for the quarter.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $2.1B (beat) |
| Diluted EPS | $5.38 (beat) |
| Organic Revenue Growth | 5% (beat) |
| Free Cash Flow | $447M (positive) |
| Total Revenue Growth Guidance | over 8% (positive) |
| Organic Growth Guidance | 6% (positive) |
Guidance from management
Management raised full-year DEPS guidance to $22.15 to $22.30 and total revenue growth guidance to over 8%. They expect organic growth to be in the 6% range for the year.
What management said
Yes. I should also say just on -- there is -- on the last question, we always look at the buyback of our own stock versus an acquisition with a risk premium. We always obviously know ourselves better than anything we could know externally. So we have to sort of be compensated their returns on that. And so we obviously look at that. So we round out that answer. On the -- and now I forgot your second question already.
I'd also just say in the channel, like, from the investment banking community, we're getting a lot of signals there. And then also those that do market diligence and consultants, their books are filled up right now quite a bit, so it's another signal.
What analysts pressed on
Analysts are concerned about the pace of AI adoption and its impact on future revenue growth. There are also questions regarding the timing of M&A activity and how economic conditions may affect demand across segments.
Main topics on the call
- Revenue Growth and Guidance Increase — Roper achieved total revenue growth of 9% and organic revenue growth of 5% in Q2. Management raised full-year revenue guidance to over 8%, indicating confidence in continued growth. "We delivered solid results and are ra...
- AI Momentum and Product Development — The company reported accelerating AI momentum across its portfolio, with multiple product releases enhancing operational efficiency. Hunn noted, "We continue to see very positive signals from our businesses and their abi...
- Free Cash Flow Growth — Free cash flow for the quarter was $447 million, up 11% year-over-year, contributing to a trailing twelve-month free cash flow of $2.6 billion. This robust cash generation supports ongoing share repurchase activities and...
- Capital Allocation Strategy — Roper repurchased 3.6 million shares for $1.2 billion, returning to its 2013 share count. Management emphasized a disciplined approach to capital allocation, stating, "We will deploy capital wherever we see the greatest ...
Read the full Roper Technologies, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Roper Technologies, Inc.
Roper Technologies, Inc. (ROP) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 55 calls on record spanning January 30, 2020 to July 23, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 55 Roper Technologies, Inc. earnings call transcripts on record, spanning January 30, 2020 to July 23, 2026. Based on this history, Roper Technologies, Inc. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ROP
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 55
- First call
- January 30, 2020
- Most recent
- July 23, 2026
- Reporting cadence
- quarterly