$ROP · ROPER TECHNOLOGIES INC
Roper Technologies reported Q3 2026 results with revenue of $2.17B (+8% YoY), 7% organic growth, and adjusted DEPS of $5.89 (+15% YoY). GAAP net earnings rose 22% to $485M, while adjusted EBITDA grew 7% to $864M. The company raised FY2026 adjusted DEPS guidance to $22.35-$22.40 from $22.15-$22.30 and set Q4 2026 adjusted DEPS guidance at $5.95-$6.00. Roper deployed $436M on three bolt-on acquisitions and received $1.2B from Indicor's instrumentation business sale.
- Q3 revenue $2.17B (+8% YoY), organic revenue +7%, acquisitions contributed +1%
- GAAP net earnings $485M (+22% YoY); adjusted net earnings $586M (+5% YoY)
- Adjusted EBITDA $864M (+7% YoY), margin contracted 40 bps to 39.8%
- FY2026 adjusted DEPS guidance raised to $22.35-$22.40 from $22.15-$22.30
- Deployed $436M on three bolt-on acquisitions; received $1.2B from Indicor instrumentation sale
Extended-hours trading shows ROP at $400.31, +0.69% vs regular close of $397.56, indicating modest positive reaction to the guidance raise and Q3 beat. Regular session had not yet opened at filing time.
Roper's guidance raise, 7% organic growth, and $6B+ capital deployment capacity reinforce its compounder thesis while the Indicor divestiture proceeds provide dry powder for further vertical softwareM
Roper's 7% organic growth and AI product launches (PowerPlan, Strata, Vertafore) reinforce the enterprise software compounder narrative. The $6B+ capital deployment capacity signals continued M&A appetite in vertical software.
Indicor minority investment fair value swings created a $0.71/share non-GAAP adjustment in Q3 and $9.86/share YTD — these unpredictable mark-to-market impacts will continue to distort GAAP results. Forward guidance excludes any future Indicor impacts.
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