October 23, 2025
Roper Tech a dividend aristocrat that has been raising dividends for 33 years has delivered stable figures today
Revenue 14%️
EPS 5.14$ 11%️
In addition, the company plans to buy back up to $3 billion of its own shares
Source
Postos
11October 23, 2025
Roper Tech a dividend aristocrat that has been raising dividends for 33 years has delivered stable figures today
Revenue 14%️
EPS 5.14$ 11%️
In addition, the company plans to buy back up to $3 billion of its own shares
Source

Summary of the main points
Second quarter 2025 - financial results
Acquisition of Subsplash
Raising the forecast for 2025
Company profile
Roper Technologies, Inc. is an American industrial group headquartered in Sarasota, Florida. The company is listed on the Nasdaq 100, S&P 500 and Fortune 1000 and pursues a diversified growth approach. Roper develops specialized software and technology-enabled products for a variety of defensible niche markets.
Business Segments
Roper organizes its offerings into four main business segments, serving customers in industries such as healthcare, education, energy, water, transportation and construction:
Each segment offers both software-as-a-service solutions and licensed software products tailored to industry-specific requirements.
Growth Strategy
Roper Technologies uses a disciplined, analytical and process-oriented approach to selectively reinvest excess capital in high-value acquisitions. Through this M&A strategy, the company combines organic growth with long-term value creation and scores with stable cash flows and recurring revenues. Roper is also focusing on the integration of cloud and AI functions in order to continuously improve its solutions and tap into new market opportunities.
*Created with AI
$DHR (+0,06%)
$AJG (-0,7%)
$FICO (+3,16%)
$TPL
$TYL (-1,55%)
$CSU (+1,2%)
$PH (+0,71%)
$ROP (-0,29%)
$HEI (-0,33%)
$TDG (+0,62%) have now published all their earnings, so a little update. Some could be summarized better than others, I hope the formatting is still bearable.
The Wikifolio https://www.wikifolio.com/de/de/w/wf000natxc has so far reached the necessary capital reservations and the general reservations are already 7/10. If one of you is one of them, I would like to thank you very much for the trust you have placed in me.
The next major update will probably come at the end of the next earnings season.
Danaher Q1 2025
Only the year-end report will probably be really interesting
Constellation Software Q1 2025
TransDigm Q2 2025
HEICO Q1 2025
Parker-Hannifin Q3 2025
FICO Q2 2025
Arthur J. Gallagher Q1 2025
Tyler Technologies Q1 2025
Roper Technologies Q1 2025
Texas Pacific Land Q1 2025
All companies except Danaher, which is still undergoing restructuring, delivered solid quarterly results. I was particularly impressed by $TYL (-1,55%)
$FICO (+3,16%)
$HEI (-0,33%)
$PH (+0,71%) and $TDG (+0,62%) particularly liked. The dear @Tenbagger2024 also shared a great article on Transdigm, which you can find in the comments. $CSU (+1,2%) and $TPL (-1,02%) are expected to show stronger growth towards the end of Q3, which is related to the acquisition speed, especially I hope the $TPL (-1,02%) acquires new flats.
If you are interested in a detailed earnings review on $TPL (-1,02%) just write a comment.
Enjoy the nice weather <3
Disclaimer: the portfolio here is only for visualization on Getquin, after the hint of @Epi
I decided to create the whole thing as a wikifolio. Since I am planning to invest in the whole thing myself, I am of course happy about every reservation <3.
Wikifolio: https://www.wikifolio.com/de/de/w/wf000natxc
First of all, this is a short presentation of the companies, I will post more detailed articles in the coming days/weeks, otherwise this would go beyond the scope of this article. I look forward to your questions :)
I hope the formatting is ok so far.
The portfolio focuses on:
The Holdings:
Texas Pacific Land Corporation $TPL (-1,02%)
Texas Pacific Land Corporation, based in Texas, is one of the largest private landowners in Texas with approximately 880,000 acres in the Permian Basin. Founded in 1888 from the bankruptcy of the Texas and Pacific Railway, TPL generates revenue from oil and gas royalties, water rights, land leases and infrastructure services without being directly involved in exploration or production.
Constellation Software $CSU (+1,2%)
Constellation Software, based in Canada, acquires, manages and develops vertical market software (VMS) serving niches such as local government, healthcare and financial services. With a decentralized model, it has acquired hundreds of small software companies worldwide and is considered the perfect compounder.
Heico Corporation $HEI (-0,33%)
Heico, based in Florida, is a leading manufacturer of aerospace and defense components, especially spare parts and repair services. It also serves niches in electronics and medical technology and is growing through acquisitions and organic expansion.
TransDigm Group $TDG (+0,62%)
TransDigm, based in Ohio, designs and manufactures specialized components for commercial and military aircraft, focusing on proprietary products with high margins and low competition. It is growing through acquisitions and pricing power.
Parker-Hannifin Corporation $PH (+0,71%)
Parker-Hannifin, based in Ohio, is a global leader in motion and control technologies, including hydraulics, pneumatics and filtration systems for industries such as aerospace, automotive and manufacturing.
Fair Isaac Corporation $FICO (+3,16%)
Fair Isaac, based in California, is known for the FICO score, the leading credit scoring system in the US. It also provides analytics software and decision-making tools for industries such as banking, insurance and healthcare.
Danaher Corporation $DHR (+0,06%)
Danaher, headquartered in Washington, D.C., is a diversified conglomerate focused on life sciences, diagnostics and environmental solutions. It utilizes the Danaher Business System (DBS), a lean-based management framework, to drive efficiency and growth.
Roper Technologies $ROP (-0,29%)
Roper Technologies, based in Florida, is a diversified technology company that provides software and hardware solutions for niche markets such as healthcare, energy and education. It is growing through acquisitions and organic expansion.
Tyler Technologies $TYL (-1,55%)
Tyler Technologies, based in Texas, is the leading provider of software solutions for the US public sector, serving municipalities, courts, schools and other government agencies. Its platforms digitize administrative processes.
Arthur J. Gallagher & Co. $AJG (-0,7%)
Arthur J. Gallagher, based in Illinois, is a global insurance broker and risk management services provider offering customized insurance solutions and advice to businesses and individuals.
The portfolio achieves the broadest possible diversification with targeted exposure to first-class compounders. Through acquisition strategies, the companies increasingly cover more and more niches within a sector, which simultaneously promotes diversification and growth.
I know that there are a few companies that would also fit in here, but I particularly wanted to include some that are less well known and not represented in most portfolios. For example, most people here already have Berkshire, Mastercard, Visa or other tech companies in their portfolios anyway.
The portfolio is not a standalone, or rather I see it as an addition to specifically bring compounders (which are also partly uninteresting for "beginners" due to the high share price) into the portfolio and thus directly overweight them, since as far as I know they are also underweighted in every ETF and therefore cannot provide any real added value.
If you want to invest in the Wikifolio, a share should have a weighting of >30% and will be rebalanced.
I am curious about the new ETF from @lawinvest let's see if we have a chance against the Ultimate Homer @Simpson have a chance against the Ultimate Homer.
+ 5
1st **Financial results for Q1 2025:**
- Revenue increased 12% to USD 1.88 billion, with 8% from acquisitions and 5% organic growth
- GAAP net income decreased 13% to USD 331 million, while adjusted net income increased 9% to USD 517 million
- Adjusted EBITDA increased by 9% to USD 740 million.
2 **Cash flow:**
- Operating cash flow decreased by 1% to USD 529 million. However, TTM-adjusted operating cash flow grew by 12% to USD 2.39 billion.
3 **Increase in forecasts for 2025:**
- Expected sales growth raised to c. 12%, with organic growth of +6 to 7%.
- Adjusted DEPS for financial year 2025 raised to USD 19.80-20.05.
4 **Acquisition of CentralReach:**
- Roper Technologies completed the acquisition of CentralReach on April 23, 2025. CentralReach provides cloud-based software solutions for behavioral health management.
5 **Resilience and future prospects:**
- Despite an uncertain macroeconomic environment, the company expects robust revenue growth and is focusing on continuous strategic acquisitions.
Expectations were exceeded! Roper Technologies reported sales growth of 12% in the first quarter of 2025, exceeding the previous forecast of 10%+. Adjusted earnings per share (DEPS) also increased by 8% to USD 4.78, which was above consensus forecasts2. The company has also raised its full-year guidance for 2025, indicating strong demand and a growing recurring revenue base
*combined with AI
Stock analysis/Share presentation ⬇️🐵
Today we are talking about the company Roper Technologies: $ROP (-0,29%)
What is and does Roper Technologies anyway: 🤔
Roper Technologies is a U.S. publicly traded technology investment company. The company generates revenue through 46 different subsidiaries in the technology and industrial sectors. Its areas of activity include pumps, industrial valves, measuring instruments, and software products for various industries.
When was Roper founded?
Roper Technologies was founded in 1981 and is headquartered in Sarasota, Florida, USA.
How many employees does the company have: 🙋🏽♂️🙋🏻♀️
Currently, Roper has a total of over 15,800 employees.
P/E RATIO:
Roper Technologies has a current P/E ratio of just under 47 , which is not exactly low in my opinion.
Market capitalization: 🏦
Currently, Roper has a market capitalization of around 44 billion euros.
Dividend yield: 💰
The company pays its shareholders a nice dividend of currently over 0.60%. This distribution is made on a quarterly basis. ADM shareholders receive their dividends in January, April, July and October.
Strengths of the share: 📈
Roper Technologies stock has a history of strong performance and has grown steadily in recent years. The company has a diversified portfolio of businesses and a strong financial position. Roper also has a sustainable dividend policy and has regularly increased its dividend in recent years.
Weaknesses of the share: 📉
As with any stock, there are risks and weaknesses with Roper Technologies. Some of the potential weaknesses of Roper stock include a high price relative to earnings and a high debt level. In addition, the company is dependent on its key customers and business lines, which may leave it vulnerable to changes in those areas.
Industry of Roper:
Roper is a diversified industrial company with a variety of niche-specific solutions, making it difficult to categorize into a single industry. However, there are commonalities. The two main markets in which Roper is located is the software market and the measurement and test market.
The software market is a broad market in which digital goods are developed, leased and sold. There are an enormous number of areas that can be improved through software. The Software as a Service (SaaS) market is over $100 billion in size and growing at 10% per year. SaaS is a licensing and distribution model by which software applications are offered over the Internet, i.e. as a service. Usage is usually on a subscription basis. The huge advantage is the scalability and high switching costs of software. Marginal costs are almost zero and margins are therefore very high in the software sector.
The measurement and test market, on the other hand, is growing more slowly, at 3.9% per year. This refers to various applications, primarily for industry and the healthcare sector, to determine, measure properties of products, such as viscosity. The measurement quality is of great importance for their customers. In this industry, once sales are common, other sources of income are maintenance and consumables. This generates at least some recurring revenue.
In both industries, the industry-specific solutions, strong moats have formed.
A little more about the business model: ⬇️
Roper is a holding company with 46 specialized subsidiaries, roughly evenly split between revenue streams. These companies are the best in their field and often the only ones. A 79% share of sales is generated in the USA. This high share is partly due to the specific solutions, as the individual countries can differ greatly in terms of accounting forms, cultures or even legal frameworks. Software contributes 46% of sales and hardware 54%.
Roper always focuses on niche markets and avoids huge markets, they miss out on great opportunities as a result, but the competitive pressure in such areas is also all the greater and the risk of not coming out as the winner is also much more likely. They focus on high and stable profits when taking over companies. The so-called efficiency program subsequently ensures significantly increasing cash flows. The high cash flows put them in a position to buy up and integrate companies again.
Regarding the many different subsidiaries, synergy effects are deliberately avoided, the companies remain independent companies, which can develop independently. Roper only optimizes these companies, especially with regard to capital commitment, in order to increase free cash flow and otherwise assumes more of an advisory role.
Roper's management: 🙋🏽♂️
Neil Hunn has been chief executive officer of Roper Technologies since 2018. He earned his MBA from Harvard Business School and his bachelor's degree in finance and accounting from Miami University. Prior to being drafted as CEO, he was chief operating officer and executive vice president at Roper. Hunn began at Roper in 2011 as group vice president of Roper Technologies' medical segment and has helped drive the company's growth in medical devices and application software.
Company Goal: 🏁
Roper Technologies' goal is to be a diversified technology company focused on customer value. Roper itself, relies on cutting-edge technologies in diverse areas to diversify their risk and generate the best possible results for shareholders. They see themselves as a company that belongs to the shareholders. Customers benefit from the solutions developed, which are 100% aligned with each niche area.
How does the share look from a chart point of view? (US dollar converted into euros) 📈📉
Let's take a look at the chart of Roper Technologies. Currently, the price here is at 412.70€. Above us is the first resistance at 421.40€. If we take this out sustainably, the share could rise even further. After that, the next target would be at 432.60€. If the share falls now, however, the first support zone is at 406.35€. If this does not hold, the next support zone would be at 400€. This should hold otherwise it would go down again a bit. After that, the target on the short side would be at 391.20€. After that, even the support zone at 385.40 €. Will now be very exciting whether the share is still further bullish on the road or again the one or the other support zone approaches.
Your opinion: 🤔🧐
Now I would like to hear your opinion on this stock in the comments.
What do you think of Roper Technologies and did you already know this company?
Do you guys maybe already have this stock in your portfolio?
Feel free to let me know in the comments.
Of course, this is not an investment advice but just my own opinion that I want to share with you.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗧𝗿𝘂𝗺𝗽𝘀 "𝗧𝗿𝘂𝘁𝗵" 𝗸𝗼𝗺𝗺𝘁 / 𝗦𝗵𝗲𝗹𝗹 𝗸𝗮𝘂𝗳𝘁 𝗲𝗶𝗴𝗲𝗻𝗲 𝗔𝗸𝘁𝗶𝗲𝗻 / 𝗞𝗿𝘆𝗽𝘁𝗼 𝘂𝗻𝗱 𝗱𝗶𝗲 𝗞𝗿𝗶𝗺𝗶𝗻𝗲𝗹𝗹𝗲𝗻
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, Greenbrier Companies Inc ($GBX (+1,54%)) and Acuity Brands Inc ($AYI (-0,63%)) present their quarterly figures.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, AT&T Inc ($T (+2,17%)), Roper Technologies Inc ($ROP (-0,29%)) and Verizon Communications Inc ($VZ (+0,69%)) are trading ex-dividend.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Shell ($RDS.B) - Oil giant Shell launches a share buyback program as announced. A total of $5 billion worth of shares are to be repurchased. The money for the buybacks comes primarily from the sale of a shale gas deposit in the U.S. state of Texas in September. Shell earned a total of 9.5 billion US dollars from the sale of the shale gas deposit.
Digital Worlds Acquisition ($DWAC (+0,37%)) - Yesterday, SPAC Digital Worlds Acquisition, which is set to merge with Donald Trump's media company, shot up by a full 20%. The reason for this is the announcement that Donald Trump's new social media app called "Truth" will be available from February 21.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
The first results of the "Crypto Crime Report" from blockchain data platform Chainalysis show that scams in the crypto world increased by 81% in 2021. However, on the other hand, the report also showed that law enforcement agencies and security companies are becoming more efficient in fighting these crimes.
Follow us for french content on @MarketNewsUpdateFR

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗕𝗲𝗮𝘂𝘁𝘆 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 / 𝗣𝗲𝗽𝗽𝗲𝗿𝘀 𝗻𝗲𝘂𝗲𝗿 𝗕𝗲𝘀𝗶𝘁𝘇𝗲𝗿 / 𝗭𝗮𝗵𝗹𝘂𝗻𝗴𝘀𝗮𝘂𝘀𝗳𝗮𝗹𝗹 𝗴𝗲𝘀𝘁𝗼𝗽𝗽𝘁 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝗯𝗼𝗼𝗺𝘁
𝗜𝗣𝗢𝘀 🔔
Nykaa - On October 28, the Indian company FSN E-Commerce Ventures, the parent company of India's largest cosmetics retailer Nykaa, plans to go public and is aiming for a valuation of 7.4 billion US dollars. A total of 41,972,660 shares will be available for sale by the first of November. Nykaa was founded in 2012 and already has 1,500 beauty product brands in its portfolio.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, Caterpillar Inc. ($CAT1 (+0,5%)), Kaiser Aluminum Corp. ($KLU1 (+2,81%)), Pmbina Pipeline Corp. ($P5P (-0,33%)), The RMR Group Inc. ($PMR (-11,11%)), Simulations Plus, Inc. ($SD3) and SM Energy Company ($SJL (-3,5%)) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, American Express ($AEC1 (+0,56%)), BB Biotech ($BBZA (+4,55%)), Chugai Pharmaceutical Co. Ltd. ($CUP (+0,25%)), Honeywell ($ALD (-2,23%)), Reliance Industries Ltd. ($RLI (+0%)), Roper Industries Inc. ($ROP (-0,29%)), Schlumberger ($SCL (-0,56%)) and V.F. Corp. ($VFP (+2,72%)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Softbank ($SFT (+4,85%)) - According to insiders, the Japanese technology investor Softbank is negotiating with the German company United Robotics to acquire the French robotics business based around the humanoid robot Pepper. The Bochum-based company United Robotics is already working with Softbank and distributes its Pepper and Nao robots in Europe. Neither company has officially commented on the takeover rumors.
Evergrande ($EV1) - Shortly before the deadline, the Chinese real estate group Evergrande was able to make an interest payment worth millions. 83.5 million US dollars were transferred to the bondholders. As a result, the share price rose by more than seven percent in the meantime. So far in 2021, the shares have lost more than 80 percent of their value. But further interest payments are also due soon. The next grace period for a bond expires on October 29. In order to pay banks, suppliers and bondholders on time, Evergrande must therefore continue to raise money.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
ProShares Bitcoin Strategy ETF Update - The ETF is so extremely popular that there is now a risk that it is well on its way to hitting the existing futures limit. One way to counter this bottleneck would be to extend the investment contracts. However, there is a risk that the fund could diverge too much from the actual Bitcoin price and no longer track it one-to-one. The ETF created by ProShares was the first fund ever to have more than one billion US dollars in assets under management in just two days.
Solana ($SOL/EUR (-0,17%)) - One of the strongest gainers in recent days was once again the cryptocurrency of the Solana blockchain SOL. After growing by 36.8% in the last seven days, the current price of SOL stands at $205.28, resulting in a market capitalization of $61.56 billion. SOL thus overtakes Ripple XRP ($21XX (+5,29%)) and ranks sixth among the world's largest cryptocurrencies. One of the main reasons for SOL's strong growth is likely to be the booming DeFi (Decentralized Finance) sector of the Solana blockchain. Solana differs from other blockchains, such as Ethereum or the Binance smart chain, due to its incredible speed and extremely low transaction fees.
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