Roper Technologies, Inc. Q2 FY26 Results — Earnings Call Analysis
Published 29 May 2026 | Software | Market Cap: ₹32.3K Cr
- Full-year 2026 total revenue growth guidance maintained at approximately 8%, with organic revenue growth expected at 5% to 6%. - Full year 2026 DEPS guidance raised to $21.80 to $22.05, an increase of $0.50 at the midpoint compared to prior guidance.
From Roper Technologies, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Price
₹319.75
Market Cap
₹32.3K Cr
P/E Ratio
20.0
Revenue Rank
Margin Rank
How does Roper Technologies, Inc. rank in Software?
Compare Roper Technologies, Inc. against every Software company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 4- →Full-year 2026 total revenue growth guidance maintained at approximately 8%, with organic revenue growth expected at 5% to 6%.
- →Strong start to 2026 with 11% revenue growth and 6% organic growth in Q1, supporting raised DEPS guidance.
- →Application Software segment organic growth anticipated in mid-single-digit plus range for the balance of the year.
- →Network Software segment expects mid-single-digit plus organic recurring revenue growth for the remainder of 2026.
- →Continued AI innovation is expected to accelerate growth across multiple portfolio companies, including CentralReach, ConstructConnect, Vertafore, DAT, and Aderant.
- →SaaS transitions and cloud-native products contribute positively to growth outlook.
- →Modest top-line weakness predicted for Neptune; no meaningful recovery baked into guidance.
- →Easing comps expected in back half of 2026, improving growth momentum.
📈 Profitability & Margins
Rank 3- →Full year 2026 DEPS guidance raised to $21.80 to $22.05, an increase of $0.50 at the midpoint compared to prior guidance.
- →Organic revenue growth expected between 5% to 6% for full year 2026.
- →Total revenue growth guidance maintained at approximately 8% for 2026.
- →EBITDA expected to grow, with core EBITDA margins expanding slightly in software segment despite some input cost pressures in other segments.
- →No assumed meaningful improvement in specific markets like Deltek’s GovCon or DAT’s freight market, signaling cautious outlook in parts of the portfolio.
- →AI-driven innovation is expected to be a significant growth driver, expanding TAM and improving operational efficiencies.
- →Capital deployment flexibility supports strategic growth through acquisitions and buybacks, enhancing long-term EPS growth.
🏗️ Capital Expenditure Plans
Yes- →Roper continues disciplined capital deployment with over $5 billion of firepower available over the next 12 months for targeted M&A and opportunistic share buybacks.
- →Board authorized an additional $3 billion of share repurchase capacity, with $3.8 billion remaining.
- →Focused on acquiring vertical market software businesses with strong proprietary moats that can leverage AI for growth.
- →The $3.5 billion 5-year revolving credit facility closed in Q1 improves liquidity, cost of capital, and strategic flexibility.
- →AI Accelerator team investment is ramping up, partnering across portfolio businesses to accelerate AI product development and innovation.
- →Capital deployment approach remains disciplined and unbiased between acquisitions and buybacks, targeting the highest durable cash flow per share compounding.
- →No specific mention of traditional capex spend; emphasis is on AI and technology-enabled product innovation and M&A-driven growth.
💰 Fundraising & Capital Structure
No information- →Roper closed on a new 5-year $3.5 billion revolving credit facility during the quarter.
- →The facility provides ample liquidity and improved pricing and terms.
- →They have $383 million of cash and $2 billion drawn on their $3.5 billion revolver.
- →Net debt to EBITDA is 3.1x, up modestly from 2.9x at year-end due to $1.5 billion deployed towards share repurchases.
- →No mention of new equity fundraising; focus appears to be on disciplined capital deployment between acquisitions and share buybacks.
- →Board authorized an additional $3 billion of share repurchase capacity.
- →Total capital deployment capacity over the next 12 months is north of $5 billion.
- →No specific plans disclosed for new debt or equity fundraising beyond existing credit facilities and repurchase authorization.
📋 Order Book & Pipeline
No information- →The company reported strong enterprise bookings with low double-digit growth over the trailing 12 months, likely higher in the recent quarter.
- →Bookings remained robust across the network businesses, providing improved visibility into the balance of the year.
- →Retention and bookings remain strong overall, positioning the company well heading into the balance of 2026.
- →The company has a targeted M&A pipeline active, and is maintaining flexibility in capital deployment, including $3.8 billion of remaining share repurchase authorization.
- →Despite some timing impacts and competitive dynamics in segments like Neptune, the overall booking momentum is solid.
- →No specific numeric backlog or pending order figures were disclosed, but the tone indicates a strong backlog supporting growth guidance.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Roper Technologies, Inc. Q2 FY26 results?
- Full-year 2026 total revenue growth guidance maintained at approximately 8%, with organic revenue growth expected at 5% to 6%. - Full year 2026 DEPS guidance raised to $21.80 to $22.05, an increase of $0.50 at the midpoint compared to prior guidance.
What is Roper Technologies, Inc. share price analysis?
Roper Technologies, Inc. currently shows a neutral. The stock trades at a P/E of 20.0 with a market cap of $32,268. Investors should review the full earnings analysis for detailed insights.
Is Roper Technologies, Inc. planning capital expenditure?
- Roper continues disciplined capital deployment with over $5 billion of firepower available over the next 12 months for targeted M&A and opportunistic share buybacks.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.