Q4 2025 Roper Technologies Inc Earnings Call Transcript
Key Points
- Roper Technologies Inc (ROP) delivered solid execution in 2025 with revenue up 12%, EBITDA up 11%, and free cash flow up 8%.
- Enterprise software bookings grew in the low double-digit range, providing strength as the company heads into 2026.
- The company continues to invest in long-term sustainable growth, with improvements in organic growth and talent upscaling.
- Roper Technologies Inc (ROP) deployed $3.3 billion towards high-quality vertical software acquisitions, including CentralReach and SubSplash.
- The company has over $6 billion of capacity for potential M&A and share repurchases in 2026, with a robust acquisition pipeline.
- Organic growth in 2025 was below expectations, particularly in the application software segment.
- Deltech's performance was impacted by a prolonged government shutdown, affecting large GovCon commercial activity.
- Non-recurring revenue was down 8% in the quarter, primarily due to lower services revenue and customers moving from perpetual to SaaS.
- ProCare did not perform to expectations in 2025, with issues in implementation timing affecting customer time to value.
- Neptune faced challenges with backlog normalization and tariff surcharging, impacting its performance.
Good morning. The Roper Technologies conference call will now begin. Today's call is being recorded.
(Operator Instructions)
I would now like to turn the call over to Zach Moxcey, Vice President of Investor Relations. Please go ahead.
Good morning and thank you all for joining us as we discuss the fourth quarter and full year 2025 financial results for Roper Technologies. Joining me on the call this morning are Neil Hunn, President and Chief Executive Officer; Jason Conley, Executive Vice President and Chief Financial Officer; Brandon Cross, Vice President and Principal Accounting Officer; and Shannon O'Callaghan, Senior Vice President of Finance.
Earlier this morning, we issued a press release announcing our financial results. The press release also includes replay information for today's call. We have prepared slides to accompany today's call, which are available through the webcast and are also available on our website.
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