ROP
ROPER TECHNOLOGIES INCEvidence as of 2026-09-03Overview · ROPER TECHNOLOGIES INC
Roper Technologies, Inc. designs and develops software, and technology enabled products and solutions. The company offers management, campus solutions, diagnostic and laboratory information management, enterprise management, information solutions, transportation management, financial and compliance management, and cloud-based financial analytics and performance management software; cloud-based software to the propert…
Management team
- Mr. Ondrej Kruk · Senior VP & Group ExecutiveFind on LinkedIn
- Mr. Jason P. Conley CPA · Executive VP & CFOFind on LinkedIn
- Mr. Shannon Rory O'Callaghan · Senior Vice President of Finance & TreasuryFind on LinkedIn
- Mr. Jeffrey B. Paulsen · Senior VP & Group ExecutiveFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence shows quarter‑to‑quarter revenue growth, with revenue of $2,095,300,000 in Q1 2026 (fiscal quarter ended 2026-04-30) and $2,108,900,000 in Q2 2026 (fiscal quarter ended 2026-07-28), up from $1,943,600,000 in Q2 2025 (fiscal quarter ended 2025-07-25) and $2,017,500,000 in Q3 2025 (fiscal quarter ended 2025-10-24). Net income rose from $378,300,000 in Q2 2025 and $398,500,000 in Q3 2025 to $508,900,000 in Q1 2026 and $1,168,500,000 in Q2 2026, and diluted EPS moved from $3.49 and $3.68 in those earlier quarters to $4.87 in Q1 2026 and $11.62 in Q2 2026.
The company reduced shares outstanding (weighted average diluted shares down from 104,600,000 in Q1 2026 to 100,600,000 in Q2 2026, and point‑in‑time shares from 102,927,515 as of 2026-02-20 to 98,900,874 as of 2026-07-28), supported by $1,500,100,000 of common stock repurchases in Q1 2026. Valuation and market measures show a price/FCF of ~20.25, a trailing P/E of ~17.57, an implied FCF growth rate of about 9.3%, elevated volatility (30‑ to 90‑day annualized vols ~32%), a recent golden cross with price ~ +9.2% vs the 50‑day and +10.9% vs the 200‑day, but mixed relative performance (momentum +25.7% over 3 months yet -26.9% on a 12‑month look).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was $2,095,300,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $2,108,900,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), compared with $1,943,600,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) and $2,017,500,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo), indicating quarter‑to‑quarter revenue growth over these reported periods.
XBRL companyfacts · 0000882835-26-000019Net income was $508,900,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1,168,500,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), versus $378,300,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) and $398,500,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo).
XBRL companyfacts · 0000882835-26-000019Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over 3 months is +25.7%.
Moneyta signal set · 2026-09-02weakened in debateMomentum_6m is +15.7% and rank_momentum_6m is 71th percentile of 547.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, ROP appears as a holding in the ETF with symbol IVV at a weight of 0.05% of that fund.
ETF constituents · market dataA 0.05% weight indicates a relatively small position within that single ETF’s portfolio as of 2026-09-02T13:45:47.228469+00:00, providing factual exposure context rather than a statement about other holders or insider activity.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Roper Technologies announced it will present at the Goldman Sachs Communacopia + Technology Conference on Wednesday, September 9, 2026, per a Sept. 2, 2026 press notice.
News · finance.yahoo.com · 2026-09-02Quantitative Investment Management LLC reduced its position in Roper Technologies by 23.5% in the second quarter, selling 3,759 shares according to a disclosure reported Aug. 31, 2026.
News · thelincolnianonline.com · 2026-08-31Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports the implied free cash flow (FCF) growth rate today's price would justify as 9.3%.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (price / trailing-twelve-month FCF) is 20.25 based on the reported ttm FCF of $2,066,111,000 and the price of $415.79.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The company’s reported results show sequential and year-over-year strength in revenue, net income, and diluted EPS across the latest quarters, while gross margins remained roughly stable (~69%), which together indicate improving profitability on a consistent margin base (fundamentals-0, fundamentals-1, fundamentals-2, fundamentals-6). Share counts have declined materially and the company executed sizable share repurchases ($1.5B in Q1) which, along with lower diluted shares, help explain the amplified EPS outcomes relative to net income growth (fundamentals-3, fundamentals-4). Market signals show recent positive momentum (3-month +25.7%, 6-month +15.7%) and a bullish technical setup (golden cross, price over SMA50/200), while valuation metrics (ttm P/E ~17.6, price/FCF ~20, implied FCF growth ~9.3%) imply the market is pricing moderate growth rather than aggressive premium multiples — an educational observation that aligns with the reported cash-flow scale (valuation-0, valuation-1, valuation-2, market-0, market-1, market-5). Low beta and near-zero correlation to SPY suggest returns have been driven by company-specific factors rather than broad market swings, supporting the view that recent performance reflects idiosyncratic improvement (market-7).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
29 surviving claims rest on 12 distinct sources; the heaviest analyst carries 31% of them, and 95% of what the desk raised survived the debate.
The evidence set is moderately robust: 29 surviving claims draw on a relatively small set of 12 distinct sources, and one analyst contributes nearly a third of the claims, so individual analyst perspective and a handful of documents carry disproportionate influence. The high survival rate from the desk review means most raised points were retained, but source concentration and analyst dependence reduce how much weight a reader should place on any single claim without cross-checking fresh filings or independent data.
Peer context · computed, not argued
12-1 momentum ranks 16th of 23 in Software—Application (as of 2026-09-02).
90-day volatility ranks 23rd of 23 in Software—Application (as of 2026-09-02).
dividend yield ranks 2nd of 23 in Software—Application (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.7 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on ROP Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.