NASDAQ$ROP

Roper Technologies Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Roper's revenue increased by 16% driven by organic growth and acquisitions, with GAAP net earnings up 22% and adjusted DEPS increasing by 10%.

Roper Technologies reported strong Q4 2024 results, with a 16% increase in revenue to $1.88 billion. GAAP net earnings increased by 22% to $462 million, and adjusted DEPS increased by 10% to $4.81. The company's performance was driven by both organic growth and contributions from acquisitions.

  • Revenue increased 16% to $1.88 billion, with a 9% contribution from acquisitions and 7% organic growth.
  • GAAP net earnings increased 22% to $462 million; adjusted net earnings increased 10% to $520 million.
  • GAAP DEPS increased 22% to $4.28; adjusted DEPS increased 10% to $4.81.
  • Operating cash flow was $722 million; adjusted operating cash flow increased 13%.

Headline financials

Total Revenue

$1.88B

Previous: $1.61B+16.3%
EPS (adj)

$4.81

Previous: $4.37+10.1%
Adjusted EBITDA Margin

39.6%

No prior period
Capital Expenditures

-$38.4M

Previous: -$41.5M+7.5%
Net Income

$462M

Previous: $378M+22.2%
Operating Income

$525M

Previous: $463M+13.4%
Gross Profit

$1.28B

Previous: $1.13B+14.0%

Revenue & EPS history

Roper · Revenue · Quarterly

$1.88B

Q4 2024+16.3%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Roper · $1.56B total across 3 segments · Q3 2023

  • Application Software
    $803M+24.8%
  • Tech Enabled Products
    $396M+10.1%
  • Network Software
    $364M+5.0%

Forward guidance

Roper expects full year 2025 adjusted DEPS of $19.75 - $20.00 with first quarter adjusted DEPS of $4.70 - $4.74. The Company expects full year total revenue growth of 10%+, with organic revenue growth of +6 – 7%.

Tailwinds

  • Double-digit 2025 total revenue growth outlook.
  • Improving organic growth.
  • Meaningful contributions from 2024 acquisitions.
  • Significant M&A firepower.
  • Large pipeline of attractive acquisition opportunities.

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 Q4 2024

Historical avgQ4 2024

+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