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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deane Dray | RBC Capital Markets | 12 | 0% |
| Terry Tillman | Truist Securities | 12 | 0% |
| Ken Wong | Oppenheimer | 11 | 9% |
| Joe Giordano | TD Cowen | 11 | 0% |
| Brent Thill | Jefferies | 11 | 9% |
| Joe Vruwink | Robert W. Baird | 10 | 0% |
| Joshua Tilton | Wolfe Research | 9 | 0% |
| Julian Mitchell | Barclays | 8 | 25% |
| Brad Reback | Stifel | 7 | 14% |
| Dylan Becker | William Blair | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| RBC Capital Markets | 1 | 12 | 0% |
| Truist Securities | 1 | 12 | 0% |
| Jefferies | 1 | 11 | 9% |
| TD Cowen | 1 |
| 11 |
| 0% |
| Oppenheimer | 1 | 11 | 9% |
| Robert W. Baird | 1 | 10 | 0% |
| Wolfe Research | 1 | 9 | 0% |
| William Blair | 2 | 8 | 0% |
Roper beat expectations with Q1 DEPS of $5.16, above the guidance range, as revenue grew 11% with 6% organic growth. The AI accelerator team delivered its first partnership impact at Vertafore, and CentralReach executed ahead of the deal model with 75% AI-influenced bookings. Management raised full-year DEPS guidance by $0.50 to $21.80-$22.05, while cumulative share repurchases reached $2.2 billion.
Demand | Cloud & AI | Revenue Growth | M&A | Competitive Dynamics | Guidance Reliability | Margin | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 4 | 5 | 4 | 1 | 3 | 4 |
| 2025Q1 | 8 | 2 | 5 | 5 | 1 | 4 | 6 | 2 |
| 2025Q2 | 5 | 4 | 4 | 5 | 6 | 3 | 4 | 1 |
| 2025Q3 | 8 | 6 | 6 | 3 | 4 | 3 | 1 | 2 |
| 2025Q4 | 6 | 6 | 7 | 6 | 1 | 6 | 1 | 3 |
| 2026Q1 | 5 | 8 | 3 | 2 | 6 | 4 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 8 | 5 | 8 | 6 | 5 |
| Cloud & AI | 5 | 2 | 4 | 6 | 6 | 8 |
| Revenue Growth | 4 | 5 | 4 | 6 | 7 | 3 |
| M&A | 5 | 5 | 5 | 3 | 6 | 2 |
| Competitive Dynamics | 4 | 1 | 6 | 4 | 1 | 6 |
| Guidance Reliability | 1 | 4 | 3 | 3 | 6 | 4 |
| Margin | 3 | 6 | 4 | 1 | 1 | 3 |
| Capital Allocation | 4 | 2 | 1 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ROP Roper Technologies | 8 | +11.3% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| XYL Xylem Inc. | 5 | +2.7% |