The combination of a strong earnings beat, raised guidance, and aggressive capital return positions ROP for near-term outperformance. Traders should monitor the execution of the $3.8 billion remaining buyback capacity and AI product adoption trends in upcoming quarters.
Price Chart
Executive Summary
Roper Technologies (ROP) reported strong Q1 2026 earnings with revenue of $2.10 billion (11% YoY growth) and adjusted DEPS of $5.16, beating consensus of $4.99. The company raised full-year 2026 adjusted DEPS guidance to $21.80–$22.05 and announced an additional $3 billion share repurchase authorization.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $2.10 billion (11% YoY growth, 6% organic)
- GAAP EPS: $4.87 (59% YoY growth), adjusted DEPS: $5.16 (8% YoY growth)
- Consensus estimates: EPS $4.99, Revenue $2.06B
- Raised 2026 full-year adjusted DEPS guidance to $21.80–$22.05 (previously $21.30–$21.55)
- Repurchased 4.3 million shares for $1.5 billion in Q1; additional $3 billion buyback authorized
- Free cash flow increased 11% to $562 million
Financial Impact
Revenue beat by $40 million, EPS beat by $0.17; full-year guidance raised by $0.50 at midpoint
Risk Factors
- Adjustments exclude volatile minority investment gains/losses in Indicor, which could impact future comparability
- Guidance assumes no unannounced M&A, which could alter capital deployment trajectory
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279712 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | Press Release | $399.50 $390.35 | ▼ −2.29% | ▼ −1.23% | $354.32 (−11.31%) |
Jul 27, 2026 9w ago | Insider Cluster | $390.92 $413.37 | ▲ +5.74% | ▲ +2.36% | $354.32 (−9.36%) |
Jul 23, 2026 10w ago | 8-K | $355.12 $410.45 | ▲ +15.58% | ▲ +12.27% | $354.32 (−0.23%) |
Jul 1, 2026 13w ago | Press Release | $354.68 $408.07 | ▼ −15.05% | ▼ −17.24% | $354.32 (+0.10%) |
May 19, 2026 19w ago | 8-K | $328.91 $329.97 | ▲ +0.32% | ▼ −0.66% | $354.32 (+7.73%) |
May 19, 2026 19w ago | Press Release | $328.91 $329.97 | ▲ +0.32% | ▼ −0.66% | $354.32 (+7.73%) |
May 18, 2026 19w ago | Press Release | $331.01 $337.33 | ▲ +1.91% | ▲ +0.33% | $354.32 (+7.04%) |
Apr 23, 2026 23w ago | 8-K | $363.76 $323.12 | ▼ −11.17% | ▼ −15.81% | $354.32 (−2.60%) |
Apr 23, 2026 23w ago | Press Release | $363.76 $323.12 | ▼ −11.17% | ▼ −15.81% | $354.32 (−2.60%) |
Apr 7, 2026 25w ago | DEFA14A | $358.83 $355.23 | ▼ −1.00% | ▼ −10.78% | $354.32 (−1.26%) |
US Market Status
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