What is Roper Technologies's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Roper Technologies year over year?

What is Roper Technologies's gross profit margin?

What is the market's earnings forecast for Roper Technologies next quarter?

What does Roper Technologies do and what are its main business segments?

What were the key takeaways from Roper Technologies’s earnings call?

Did Roper Technologies beat or miss consensus estimates last quarter?

What factors drove the changes in Roper Technologies's revenue and profit?

- **Revenue Growth**: 14% total, 6% organic, driven by AI adoption and M&A. Free cash flow up 17% to $842M.
- **AI Momentum**: CentralReach (75% AI bookings), DAT's freight automation, and Subsplash's Pulpit AI show early success.
- **Strategic Moves**: $3B buyback and $1.3B M&A, including Subsplash and CentralReach. DAT's end-to-end automation could save $100-$200 per load.
- **Challenges**: Deltek GovCon delays, Neptune tariffs, and DAT's Convoy acquisition (currently unprofitable).

**【CEO Summary Section】**
- **Q3 2025 Highlights**: Total revenue grew 14% YoY, with 6% organic growth. Free cash flow rose 17% to $842 million, and AI-driven innovations across segments showed early momentum.
- **Strategic Moves**: Announced a $3 billion share buyback program and $1.3 billion in M&A, including Subsplash and CentralReach. Emphasized AI as a long-term growth driver, with examples like CentralReach's 75% AI-enabled bookings and DAT's freight automation.
- **Challenges**: Delays in Neptune due to tariffs and softness in Deltek's GovCon business due to the government shutdown.

**【CFO Financial Commentary】**
- **Financial Performance**: GAAP net income of $420 million, adjusted DEPS of $5.14 (11% YoY growth). Free cash flow margin at 32% TTM, with $2.4 billion in TTM cash flow.
- **Balance Sheet**: Net debt-to-EBITDA at 3.0x, with $5 billion+ M&A capacity over 12 months. Share buyback program to complement M&A, reflecting confidence in strategy.

**【Segment Performance】**
- **Application Software**: Deltek faced GovCon delays but strong private sector growth. Aderant and CentralReach led AI adoption, with CentralReach's AI tools automating 3.5M learner appointments.
- **Network Segment**: DAT's AI-driven freight matching platform saw ARPU improvements, with Convoy acquisition to accelerate automation. Subsplash's Pulpit AI drove product-led growth.
- **TEP Segment**: Neptune tariffs caused short-term delays, but Verathon and NDI performed well. Neptune's ultrasonic meter strategy and data solutions showed resilience.

**【Q&A Highlights】**
- **Organic Growth Outlook**: 6% organic growth for FY25, with risks from GovCon delays and Neptune tariffs. Expect mid-single-digit growth in Q4, driven by recurring revenue.
- **AI Strategy**: 25+ AI-enabled products across portfolio, with early commercial traction. DAT's end-to-end automation could unlock $100-$200 savings per load.
- **Buyback Decision**: Complements M&A, with no change to capital allocation strategy. Focus on compounding cash flow through acquisitions and internal growth.
- **Neptune Risks**: Tariffs caused surcharge implementation, delaying orders. Neptune's market share remained stable, with long-term growth in data and software solutions.
- **DAT Evolution**: Transitioning from freight matching to fully automated marketplace, with Convoy acquisition to accelerate innovation.

ROP

ROP fundamentals

You can ask Aime