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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Terry Tillman | Truist Securities | 13 (0%) |
| Deane Dray | RBC Capital Markets | 13 (0%) |
| Joe Giordano | TD Cowen | 12 (0%) |
| Ken Wong | Oppenheimer | 12 (8%) |
| Brent Thill | Jefferies | 12 (17%) |
| Joe Vruwink | Robert W. Baird | 11 (0%) |
| Joshua Tilton | Wolfe Research | 10 (10%) |
| Julian Mitchell | Barclays | 8 (25%) |
| Brad Reback | Stifel | 7 (14%) |
| Dylan Becker | William Blair | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| RBC Capital Markets | 1 | 13 (0%) |
| Truist Securities | 1 | 13 (0%) |
| Jefferies | 1 | 12 (17%) |
| TD Cowen | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.88B | +16.3% | $4.28 | +22.0% | 68.3% | 28.0% | 24.6% | $695M |
| FY2025 Q1 | $1.88B | +12.0% | $3.06 | -13.6% | 68.7% | 27.9% | 17.6% | $519M |
| FY2025 Q2 | $1.94B | +13.2% | $3.49 |
| 12 (0%) |
| Oppenheimer | 1 | 12 (8%) |
| Robert W. Baird | 1 | 11 (0%) |
| Wolfe Research | 1 | 10 (10%) |
| William Blair | 2 | 9 (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 |
| +11.7% |
| 69.2% |
| 28.2% |
| 19.5% |
| $388M |
| FY2025 Q3 | $2.02B | +14.3% | $3.68 | +8.1% | 69.5% | 28.4% | 19.8% | $858M |
| FY2025 Q4 | $2.06B | +9.7% | $3.97 | -7.2% | 69.5% | 28.6% | 20.8% | $728M |
| FY2026 Q1 | $2.10B | +11.3% | $4.87 | +59.1% | 69.4% | 27.2% | 24.3% | $578M |
| FY2026 Q2 | $2.11B | +8.5% | $11.62 | +233.0% | 69.7% | 27.7% | 55.4% | $459M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What ROP and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Net retention returned above 100% for the first time since the 2023 actors and writers' strikes and our recent Griptape acquisition extends Foundry's leadership into AI orchestration across the visual effects and animation pipeline, enabling studios to securely coordinate multiple AI models and agents in their production and post-production workflows.”
Roper acquired Griptape, an AI-orchestration company, folding it into its Foundry business to coordinate multiple AI models across VFX/animation pipelines.
| 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 | +8.8% | |
| 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% |