Summary of the main points
Second quarter 2025 - financial results
- Sales: USD 1.94 billion (+13%; organic +7%, acquisitions +6%)
- GAAP net profit: USD 378 million (+12%)
- Adjusted net profit: USD 528 million (+9%)
- Adjusted EBITDA: USD 775 million (+12%)
- Operating cash flow: USD 404 million (+5% GAAP; +13% adjusted)
- Adjusted earnings per share (DEPS): USD 4.87 (+9%)
Acquisition of Subsplash
- Purchase price: USD 800 million for AI-powered cloud software and fintech solutions, serving over 20,000 organizations
- Strong organic growth profile in the high teens and potential to increase margins under Roper ownership
Raising the forecast for 2025
- Adjusted DEPS: USD 19.90-20.05 (previously USD 19.80-20.05)
- Total sales growth: around 13% (previously around 12%)
- Expected organic sales growth: +6-7%
- Q3-2025 DEPS: 5.08-5.12 USD
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:
- Application Software
- Network Software & Systems
- Measurement & Analytical Solutions
- Process Technologies
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.
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