Roper Technologies shares fall over 4% as guidance falls short of expectations

SARASOTA - On Thursday, Roper Technologies, Inc. (NASDAQ:ROP) presented fourth quarter guidance that missed analyst expectations, overshadowing solid third quarter results.

The technology company’s shares fell 4.71% in pre-market trading after the result.

The company reported third quarter adjusted earnings per share of $5.14, beating analyst estimates of $5.11, while revenue grew 14% to $2.02 billion, slightly below the consensus estimate of $2.03 billion. Organic revenue increased 6% YoY, with acquisition contribution adding 8% to growth. The company’s stock declined sharply as investors focused on the disappointing outlook.

Roper lowered its full-year 2025 EPS guidance to $19.90-$19.95 from its previous range of $19.90-$20.05, below the analyst consensus of $19.99. For the fourth quarter, the company expects adjusted EPS of $5.11-$5.16, falling short of the $5.23 consensus estimate. Management attributed $0.10 of the guidance reduction to dilution from recent acquisitions.

"Roper delivered another strong quarter and once again demonstrated the durability of our business model, with 14% revenue growth, 13% EBITDA growth, and 17% free cash flow growth," said Neil Hunn, Roper Technologies’ President and CEO. "Our underlying earnings are trending toward the higher end of our previous guidance range despite the government shutdown and some timing delays at Neptune."

The company’s adjusted EBITDA increased 13% to $810 million, while operating cash flow rose 15% to $870 million. Free cash flow grew 17% to $842 million compared to the same period last year.

Roper also announced a new $3 billion share repurchase program, which the company described as underscoring its confidence in its strategy and commitment to creating shareholder value.

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