Roper Beats Q3, Lifts 2026 Adjusted DEPS Guidance to $22.35-$22.40
ROP sits 29% above its 52-week low of $305.96.
Summary
Roper posted Q3 adjusted DEPS of $5.89 on 8% revenue growth to $2.17 billion and raised full-year 2026 adjusted DEPS guidance to $22.35-$22.40. The quarter also brought $1.2 billion of Indicor divestiture proceeds and $436 million of bolt-on acquisitions.
Key Events · Earnings and Guidance · ROP
-
Q3 Adjusted DEPS Beats, Guidance Raised
Adjusted DEPS climbed 15% to $5.89 from $5.14, and full-year 2026 adjusted DEPS guidance was lifted to $22.35-$22.40 from $22.15-$22.30.
-
Revenue Up 8% to $2.17 Billion
Organic growth added 7% and acquisitions 1%; adjusted EBITDA rose 7% to $864 million, though the margin slipped 40 bps to 39.8%.
-
GAAP DEPS Inflated by Non-Cash Indicor Gain
GAAP DEPS of $4.88 includes a $0.71 per-share non-cash fair-value gain on the Indicor minority stake; adjusted net earnings rose 5% to $586 million.
-
$1.2B Indicor Proceeds, $436M Bolt-Ons
Proceeds of $1.2 billion came in from Indicor's instrumentation divestiture, while $436 million was deployed across three acquisitions for iPipeline, Procare and Strata; management cited more than $6 billion of remaining deployment capacity.
Analysis · ROP · Industrial Applications And Services
Management lifted full-year adjusted DEPS guidance to $22.35-$22.40 from $22.15-$22.30 — roughly $0.20 at the midpoint — after Q3 adjusted DEPS of $5.89 came in above plan. Revenue grew 8% to $2.17 billion, with 7% organic growth, while adjusted EBITDA rose 7% to $864 million; the adjusted EBITDA margin, however, slipped 40 basis points to 39.8%. Cash flow was equally notable: $1.2 billion arrived from Indicor's instrumentation divestiture and $436 million went out to three bolt-on acquisitions, leaving management citing more than $6 billion of deployment capacity. GAAP DEPS of $4.88 is inflated by a non-cash $0.71 per-share fair-value gain on the Indicor minority stake, which is excluded from adjusted results — the operating story is the 15% adjusted DEPS growth, not the 33% GAAP jump.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 29.4% of the 1539 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.45%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ROP was trading at $395.00 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $39.3B. The 52-week trading range was $305.96 to $519.10. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.