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Roper Technologies10-Q: Margin pressure

Network Software operating margin fell to 40.6% from 44.3% due to acquisition costs

What happened

The Network Software segment's operating margin significantly compressed year-over-year, primarily driven by increased SG&A and amortization costs from the 2025 acquisitions of Subsplash and the Convoy platform. This indicates potential post-merger integration challenges and a focus on cost synergies.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Roper Technologies 10-Q

Filing excerpt

In our Network Software segment... SG&A expenses as a percentage of net revenues increased to 43.6% in the first quarter of 2026 as compared to 39.6% in the first quarter of 2025 due primarily to SG&A profiles associated with our 2025 acquisitions, including higher amortization of acquired intangibles.

sec.gov/Archives/edgar/data/882835/000088283526000019/rop-20260331.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 1, 2026

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The full record

From the Signal API record

Numbers

Percent
-3.7% (YoY decrease in Network Software operating margin points)

Details

CIK
882835
Accession number
0000882835-26-000019
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
marginPressure

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

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  • employee_count_lowValue in the API
  • employee_count_highValue in the API
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Signal

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Show the full JSONThe record on this page and the API request

GET /v1/signals/d28c0900-b07a-402c-8287-62fefa3037c2 returns this record as JSON. POST /v1/companies/enrich returns every signal for ropertech.com.

{
  "signal_id": "d28c0900-b07a-402c-8287-62fefa3037c2",
  "signal_type": "sec-10q",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-05-05T08:48:21.409+00:00",
  "company": {
    "name": "Roper Technologies",
    "domain": "ropertech.com"
  },
  "data": {
    "detail": "The Network Software segment's operating margin significantly compressed year-over-year, primarily driven by increased SG&A and amortization costs from the 2025 acquisitions of Subsplash and the Convoy platform. This indicates potential post-merger integration challenges and a focus on cost synergies.",
    "metrics": {
      "pct": -3.7,
      "timeframe": "current_quarter",
      "pct_context": "YoY decrease in Network Software operating margin points"
    },
    "summary": "Network Software operating margin fell to 40.6% from 44.3% due to acquisition costs",
    "excerpts": "In our Network Software segment... SG&A expenses as a percentage of net revenues increased to 43.6% in the first quarter of 2026 as compared to 39.6% in the first quarter of 2025 due primarily to SG&A profiles associated with our 2025 acquisitions, including higher amortization of acquired intangibles.",
    "relevance": 0.9,
    "sentiment": "negative",
    "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": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

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