NASDAQ$ROP

Roper Technologies Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Roper Technologies reported a decrease in GAAP and adjusted revenue, both down by 2%. GAAP diluted earnings per share was $2.08 and adjusted diluted earnings per share was $2.94.

Roper Technologies reported a decrease in second quarter GAAP and adjusted revenue by 2% to $1.30 billion and $1.31 billion, respectively. GAAP diluted earnings per share was $2.08 and adjusted diluted earnings per share was $2.94. The company is updating 2020 guidance and now expects full year adjusted DEPS of $11.90 - $12.40.

  • GAAP and adjusted revenue each decreased 2% to $1.30 billion and $1.31 billion, respectively.
  • Organic revenue decreased 3%.
  • GAAP diluted earnings per share (“DEPS”) was $2.08 and adjusted DEPS was $2.94.
  • Adjusted free cash flow increased 10% to $315 million.

Headline financials

Total Revenue

$1.31B

Previous: $1.33B-1.9%
EPS (adj)

$2.94

Previous: $3.07-4.2%
Organic Revenue Growth

-3.0%

No prior period
Free Cash Flow

$219M

Previous: $250M-12.2%
Net Income

$219M

Previous: $250M-12.2%
Operating Income

$334M

Previous: $368M-9.4%
Gross Profit

$844M

Previous: $850M-0.7%
Cash & Equivalents

$1.87B

Previous: $321M+483.2%
Total Assets

$19.1B

Previous: $15.9B+20.3%
Stock-Based Comp

$30.5M

Previous: $29M+5.2%

Revenue & EPS history

Roper · Revenue · Quarterly

$1.31B

Q2 2020-1.9%vs Q2 2019
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Roper · $820M total across 2 segments · Q2 2020

  • Network Software
    $422M
  • Application Software
    $398M

Forward guidance

The Company now expects full year adjusted DEPS of $11.90 - $12.40, compared to previous guidance of $11.60 - $12.60. For the third quarter of 2020, the Company expects adjusted DEPS of $2.90 - $3.00.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

+0.3%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.2%

Avg return

30 days after

60%

44 / 73 earnings

Positive

+8.3%

Q1 2020

Best reaction

-12.1%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-2.9%-10.3%
Q4 2025-8.3%-9.2%-13.8%
Q3 2025-5.7%-10.4%-12.8%
Q2 2025+0.5%+1.9%-1.9%
Q1 2025-1.0%+1.5%+2.0%
Q4 2024+5.1%+6.4%+7.6%
Q3 2024-1.8%-1.3%+1.5%
Q2 2024-5.8%-5.0%-4.6%
Q1 2024-5.0%-4.7%+0.8%
Q4 2023-2.8%-2.8%-2.4%
Q3 2023-0.4%+0.5%+8.9%
Q2 2023+2.8%+2.5%+0.6%
Q1 2023+5.5%+6.9%+4.4%
Q4 2022-4.7%-2.4%-3.6%
Q3 2022+5.9%+9.7%+15.4%
Q2 2022+0.2%+1.3%+5.0%
Q1 2022+4.3%+3.2%-5.0%
Q4 2021+4.4%+0.3%+2.8%
Q3 2021+1.4%-0.0%+3.6%
Q2 2021-0.4%-0.7%-2.4%
Q1 2021+2.3%+3.3%+3.5%
Q4 2020-7.4%-5.0%-10.7%
Q3 2020-12.1%-11.1%+0.1%
Q2 2020+3.9%+2.8%+1.7%
Q1 2020+8.3%+7.9%+21.4%
Q4 2019+0.8%+2.0%-7.1%
Q3 2019-0.1%+2.1%+6.2%
Q2 2019-2.3%-2.1%-6.9%
Q1 2019+0.6%+2.7%-0.6%
Q4 2018+3.5%+5.8%+14.3%
Q3 2018+4.6%+6.6%+7.5%
Q2 2018+3.6%+4.6%+2.8%
Q1 2018-1.0%-4.3%-1.6%
Q4 2017-5.2%-5.4%-4.7%
Q3 2017+0.2%+0.2%+1.8%
Q2 2017+1.8%+1.9%-0.3%
Q1 2017-0.4%-0.4%+4.3%
Q4 2016+6.0%+6.4%+9.5%
Q3 2016+2.2%+0.9%+7.9%
Q2 2016-4.5%-1.7%+1.9%
Q1 2016+0.1%
Q4 2015-9.6%
Q3 2015+3.5%
Q2 2015-4.6%
Q1 2015+1.8%
Q4 2014+5.0%
Q3 2014+2.1%
Q2 2014+2.9%
Q1 2014+6.8%
Q4 2013+1.5%
Q3 2013-3.7%
Q2 2013-3.4%
Q1 2013-3.0%
Q4 2012+0.3%
Q3 2012+2.3%
Q2 2012+0.9%
Q1 2012+2.4%
Q4 2011+0.2%
Q3 2011+6.7%
Q2 2011-2.8%
Q1 2011-0.1%
Q4 2010+2.3%
Q3 2010-1.1%
Q2 2010+0.5%
Q1 2010+5.3%
Q1 2009+5.3%
Q4 2007+1.6%
Q4 2009+1.6%
Q2 2008+0.2%
Q3 2009+0.2%
Q3 2008+0.2%
Q2 2009-1.2%
Q4 2008-1.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro