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Roper Technologies 8-K Report, Financial Results (Oct 23, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 23, 2025
Period End
October 23, 2025
Security
ROP
In the record · 2016–202610-K1110-Q338-K114

ROP filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 114 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Jan ’17Jan ’17
  2. Deal closed8-K · Sep ’20Sep ’20
  3. Leadership change8-K · Jan ’23Jan ’23
  4. Leadership change8-K · Oct ’26Oct ’26

01—Abstract

Summary

Summary of the 8-K filed October 23, 2025. Cited figures are marked; the original filing is the authoritative source.

Roper Technologies, Inc. filed this Form 8-K on October 23, 2025 to furnish its press release (Exhibit 99.1) reporting third-quarter 2025 results for the quarter ended September 30, 2025.

Revenue rose 14% to $2.02 billiona, with acquisitions contributing 8 percentage points and organic growth 6%. GAAP net earnings increased 8% to $398 million, while adjusted net earnings increased 12% to $557 million. Adjusted EBITDA grew 13% to $810 million, operating cash flow rose 15% to $870 million, and free cash flow increased 17% to $842 million.

GAAP diluted EPS was $3.68b (up 8%) and adjusted DEPS was $5.14 (up 11%), which included a $(0.05) impact from third-quarter bolt-on acquisitions not reflected in prior guidance. Management adjusted full-year 2025 adjusted DEPS guidance to $19.90–$19.95, down from the prior $19.90–$20.05 range, reflecting underlying trends and $0.10 of incremental dilution from third-quarter acquisitions. Total revenue growth of approximately 13% is still expected, and organic revenue growth is now expected to be approximately 6%.

For the fourth quarter, adjusted DEPS guidance is $5.11c–$5.16. Management cited the government shutdown and timing delays at Neptune as factors affecting results. During the quarter the company deployed $1.3 billion toward Subsplash and several bolt-on acquisitions, and it also acquired Convoy and Orchard Software.

The Board authorized a new share repurchase program of up to $3 billiond of common stock. Repurchases may be made through open-market or privately negotiated transactions, carry no obligation to buy any particular amount, and may be suspended at any time. The filing also reports a balance sheet with total assets of $34.58 billion at September 30, 2025, total debt (current and long-term) of $9.45 billion, and cash of $320.0 million.

02—Key points

Key Highlights

  1. Q3 2025 revenue increased 14% to $2.02 billion, with acquisitions contributing 8% and organic growth 6%.
  2. GAAP net earnings rose 8% to $398 million; adjusted net earnings rose 12% to $557 million.
  3. Adjusted EBITDA increased 13% to $810 million, with the adjusted EBITDA margin at 40.2% versus 40.7% a year earlier.
  4. Operating cash flow grew 15% to $870 million and free cash flow grew 17% to $842 million.
  5. Full-year 2025 adjusted DEPS guidance narrowed to $19.90–$19.95 from $19.90–$20.05, including $0.10 of dilution from Q3 acquisitions; organic revenue growth is now expected at approximately 6%.
  6. Q4 2025 adjusted DEPS guidance is $5.11–$5.16.
  7. New share repurchase authorization of up to $3 billion of common stock.

03—Questions

Frequently Asked Questions

  1. How did Roper perform in the third quarter of 2025?

    Revenue grew 14% to $2.02 billion, adjusted EBITDA rose 13% to $810 million, and adjusted DEPS increased 11% to $5.14. GAAP DEPS rose 8% to $3.68.

  2. Why did the company change its full-year 2025 guidance?

    Management said underlying earnings are trending toward the higher end of prior guidance, but the company lowered the top of its adjusted DEPS range to $19.90–$19.95 from $19.90–$20.05. The change reflects $0.10 of incremental dilution from third-quarter acquisitions not in prior guidance. Management also cited the government shutdown and timing delays at Neptune.

  3. What is the new share repurchase program?

    The Board authorized repurchases of up to $3 billion of common stock. Purchases may occur through open-market or privately negotiated transactions and depend on factors such as stock price and market conditions. The company is under no obligation to repurchase any particular amount and may suspend the program at any time.

  4. What acquisitions did Roper complete during the quarter?

    Roper deployed $1.3 billion toward Subsplash and several bolt-on acquisitions. It also acquired Convoy, which management said transforms DAT into a digital freight marketplace, and Orchard Software, which is being integrated into its Clinisys laboratory software business.

  5. How is Roper's minority investment in Indicor affecting reported results?

    Following the sale of a majority stake in its industrial businesses to CD&R, Roper holds a minority interest in Indicor. Changes in its fair value are reported in equity investments (gain) loss, net, and are excluded from non-GAAP results. In Q3 2025 the impact was a $13 million pretax benefit, versus $37 million in Q3 2024 for Indicor and Certinia combined.

04—Continue

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