What Roper Technologies's latest 10-Q says: 11 signals
Roper Technologies filed its latest 10-Q with the SEC on Jul 31, 2026. It discusses acquisition completed, backlog growth and bookings decline.
Public (ROP)Software Development1,001 to 5,000 employeesropertech.comLinkedIn
- Filed
- Jul 31, 2026
- Filings
- 2
- Signals
- 23
10-Q · latest 10
What Roper Technologies's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 11 signals
Roper's operating margins fell in two segments due to acquisition costs and input pressures.
Operating margin in the Network Software segment dropped from 43.9% to 41.0% due to M&A integration costs, while the Technology Enabled Products segment margin fell from 35.4% to 33.3% on input cost pressures.
-2.9%
Q2 YoY change in Network Software segment operating margin points
CentralReachSubsplash
Company backlog grew 11% year-over-year to $3.29 billion, signaling strong future revenue.
Roper's backlog, representing performance obligations for the next 12 months, increased significantly to $3.286 billion, driven by acquisitions and organic growth in its software segments.
$3.3B
Total backlog as of June 30, 2026
11%
YoY backlog growth
SaaS
Roper planning major divestiture of its Indicor Instrumentation business portfolio.
The company is anticipating the divestiture of its Indicor Instrumentation business, a significant strategic move that will likely trigger organizational restructuring and IT system carve-outs.
$828.6M
Increase in the fair value of its equity investment in Indicor in anticipation of the divestiture.
Roper secured a new $3.5B credit facility and increased total debt by $2B in H1 2026.
The company replaced its credit facility in March 2026 and drew down on it, increasing total debt to $11.3B.
$3.5B
New five-year unsecured revolving credit facility
Capitalized software spending increased 15% to $30.9M in H1 2026, indicating IT investment.
Roper is increasing its investment in internal software development, with capitalized expenditures rising from $26.8M to $30.9M year-over-year for the first six months.
$30.9M
Capitalized software expenditures for H1 2026
15.3%
YoY increase in capitalized software expenditures for H1
Input cost pressures drive down gross margin in Technology Enabled Products segment.
The Technology Enabled Products segment's gross margin decreased from 58.6% to 56.9% due to 'input cost pressures' and reduced leverage, particularly in its water meter technology business.
Recent acquisitions including CentralReach and Subsplash are driving up SG&A costs.
The integration of multiple 2025 acquisitions is increasing Selling, General & Administrative (SG&A) expenses due to higher amortization of intangibles.
4.1%
Increase in SG&A as a percentage of net revenues in the Network Software segment (from 39.3% to 43.4%).
Within its otherwise growing Network Software segment, the company experienced specific declines in its group purchasing and life insurance/annuities software businesses.
Roper sees strong organic growth in legal, healthcare, construction, and freight software markets.
The company's organic growth is being led by its software businesses serving specific verticals like legal, acute healthcare, freight matching, and construction.
4.5%
Organic revenue growth in the Application Software segment.
- SEC EDGAR
10-Q
Filed · 12 signals
Roper integrating 2025 acquisition CentralReach, driving up SG&A costs.
The integration of the recently acquired company CentralReach is increasing SG&A expenses due to higher amortization.
0.6%
Increase in SG&A as a percentage of net revenues in the Application Software segment, driven by CentralReach acquisition.
CentralReach
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Roper Technologies earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Driving company-wide AI strategy for products and internal productivityLeadership is heavily investing in AI across all business units to automate labor-intensive work, enhance product stacks, and boost internal productivity, creating significant opportunities for AI platform, data infrastructure, and automation vendors. | |
| Has over $5 billion in capital deployment capacity for M&AThe company has more than $5 billion in available capital for acquisitions over the next 12 months, signaling immense financial strength and an aggressive growth strategy, making them a prime target for strategic enterprise vendors. | |
| Building end-to-end AI-driven freight automation platform at DAT unitThe DAT business unit is undergoing a strategic evolution to build a fully automated freight marketplace, involving AI-driven negotiation, tracking, and payments. This creates a need for technology partners in data, cloud, and workflow automation to support this complex build-out. | |
| Executing multi-year AI product rollout through H1 2026The company has a clear roadmap for launching new AI-enabled products across its portfolio through the first half of 2026, indicating a sustained, long-term need for product development, go-to-market, and sales enablement technologies and services. | |
| Lowered organic growth guidance due to specific business unit headwindsFull-year organic revenue guidance was lowered from a 6-7% range to 6%, citing a government shutdown impacting the Deltek unit and tariff-related delays at Neptune. These specific pressures may increase receptiveness to efficiency and cost-saving solutions within those divisions. | |
| Announced first-ever $3B share repurchase program.Roper's board has authorized its first-ever share buyback program, a significant shift in its capital allocation strategy. This new financial activity could create needs within the finance and treasury departments for new management tools, reporting solutions, or advisory services. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .