The slight EPS miss vs consensus is minimal, but the guidance raise and continued 7% organic growth and strong cash flow generation support the stock. The next catalyst is the Q4 guidance and any M&A deployment pace.
Price Chart
Executive Summary
Roper Technologies reported Q3 2026 adjusted DEPS of $5.89, slightly below the consensus estimate of $5.91, on revenue of $2.17B (8% YoY growth, 7% organic). The company raised its full-year 2026 adjusted DEPS guidance to $22.35-$22.40 from $22.15-$22.30, citing strong first-half performance and durable demand. The slight EPS miss relative to consensus is offset by the guidance raise and continued organic growth acceleration.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $2.17B, up 8% YoY (organic +7%, acquisition +1%)
- Adjusted DEPS of $5.89, up 15% YoY, vs consensus of $5.91 (miss by ~0.4%)
- GAAP DEPS of $4.88, up 33% YoY
- Full-year 2026 adjusted DEPS guidance raised to $22.35-$22.40 from $22.15-$22.30
- Q4 2026 adjusted DEPS guidance set at $5.95-$6.00
- Adjusted EBITDA of $864M, up 7% YoY, margin 39.8% (down 40 bps)
- Operating cash flow of $1.88B for 9 months YTD
- Deployed $436M toward three bolt-on acquisitions and received $1.2B in proceeds from Indicor instrumentation sale
- Share repurchases of $2.7B YTD
Financial Impact
Revenue $2.17B revenue, $5.89 adjusted DEPS, guidance raised by $0.20 at midpoint
Risk Factors
- Integration risk from three bolt-on acquisitions
- Potential dilution from share repurchases
- Macroeconomic headwinds affecting industrial demand
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000882835-26-000042 |
| Document: 0000882835-26-000042-index-headers.html | 0000882835-26-000042 |
| Document: 0000882835-26-000042-index.html | 0000882835-26-000042 |
| Document: 0000882835-26-000042.txt | 0000882835-26-000042 |
| 8-K Data (Synthetic) | 0000882835-26-000042 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $441.65 | awaiting T+60 | — | $434.48 (−1.62%) |
Oct 22, 2026 5d ago | 8-K | $436.23 | awaiting T+60 | — | $434.48 (−0.40%) |
Oct 12, 2026 15d ago | Institutional Cluster | $367.32 | awaiting T+60 | — | $434.48 (+18.28%) |
Oct 1, 2026 26d ago | 8-K | $362.59 | awaiting T+60 | — | $434.48 (+19.83%) |
Aug 11, 2026 11w ago | Press Release | $399.50 | awaiting T+60 | — | $434.48 (+8.76%) |
Jul 27, 2026 13w ago | Insider Cluster | $390.92 $397.56 | ▲ +1.70% | ▼ −2.65% | $434.48 (+11.14%) |
Jul 23, 2026 13w ago | 8-K | $355.12 $382.45 | ▲ +7.70% | ▲ +3.14% | $434.48 (+22.35%) |
Jul 1, 2026 16w ago | Press Release | $354.68 | awaiting T+60 | — | $434.48 (+22.50%) |
May 19, 2026 23w ago | 8-K | $328.91 $397.50 | ▲ +20.85% | ▲ +14.56% | $434.48 (+32.10%) |
May 19, 2026 23w ago | Press Release | $328.91 $397.50 | ▲ +20.85% | ▲ +14.56% | $434.48 (+32.10%) |
US Market Status
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