Filing excerpt
In our Network Software segment, net revenues in the first quarter of 2026 grew 13.8% to $427.6 as compared to $375.9 in the first quarter of 2025, led by contributions from 2025 acquisitions, most notably Subsplash.
The integration of 2025 acquisitions, Subsplash and the Convoy platform, is increasing SG&A expenses and impacting margin profiles. This points to ongoing post-acquisition integration projects, creating needs for financial systems, HR platforms, and IT infrastructure alignment.
Filing excerpt
In our Network Software segment, net revenues in the first quarter of 2026 grew 13.8% to $427.6 as compared to $375.9 in the first quarter of 2025, led by contributions from 2025 acquisitions, most notably Subsplash.
What this signalsFilings often name leadership changes, deals and spending plans.
Vendors
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linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
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{
"signal_id": "22ce6edf-fa33-444c-9550-2555cb4f73eb",
"signal_type": "sec-10q",
"signal_subtype": "softwareImplementation",
"detected_at": "2026-05-05T08:48:22.159+00:00",
"company": {
"name": "Roper Technologies",
"domain": "ropertech.com"
},
"data": {
"detail": "The integration of 2025 acquisitions, Subsplash and the Convoy platform, is increasing SG&A expenses and impacting margin profiles. This points to ongoing post-acquisition integration projects, creating needs for financial systems, HR platforms, and IT infrastructure alignment.",
"metrics": {
"pct": 0.04,
"timeframe": "current_quarter",
"pct_context": "Increase in SG&A as a percentage of net revenues in the Network Software segment, driven by Subsplash and Convoy acquisitions."
},
"summary": "Integrating Subsplash and Convoy acquisitions increases SG&A in Network Software segment.",
"excerpts": "In our Network Software segment, net revenues in the first quarter of 2026 grew 13.8% to $427.6 as compared to $375.9 in the first quarter of 2025, led by contributions from 2025 acquisitions, most notably Subsplash.",
"relevance": 0.9,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/882835/000088283526000019/rop-20260331.htm",
"filing_date": "2026-05-01",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Implementation partner opportunity",
"signal_category": "technology",
"vendors_mentioned": [
"Subsplash",
"Convoy"
]
}
}
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