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ROP

Roper Technologies Inc. Reports Strong Revenue Growth and Increased Backlog

ROPER TECHNOLOGIES INC recently released its 10-Q report. Roper Technologies, Inc. designs and develops vertical software and technology-enabled products across the United States and abroad, with operations in North America, Europe, Asia, and other international markets. Its businesses are organized around application software, network software, and technology-enabled products, and the company sells through direct offices, representatives, resellers, and distributors.

In Item 2, management said the quarter was marked by revenue growth, a larger backlog, and a sharp swing in equity investment gains tied to Indicor. Roper said second-quarter net revenues rose 8.5% to $2.109 billion from $1.944 billion a year earlier, with application software up 7.8% to $1.181 billion, network software up 11.8% to $430.9 million, and technology-enabled products up 7.3% to $497.2 million. Organic revenue growth was 4.9% overall, led by 4.5% in application software, 3.6% in network software, and 7.1% in technology-enabled products.

Gross margin for the company was 69.7% in the quarter, compared with 69.2% a year earlier, while operating margin was 31.6%, down from 32.3%. SG&A rose to 38.1% of net revenues from 36.9%. Interest expense increased to $111.4 million from $79.1 million, reflecting higher average debt balances and a higher weighted-average rate on senior notes.

The biggest line-item change below operating income was equity investment activity: Roper recorded a gain of $835.2 million in the quarter, driven mainly by an $828.6 million increase in the fair value of its Indicor investment. That compares with a gain of $16.6 million in the prior-year quarter. Pretax earnings as a percentage of revenue jumped to 62.0% from 25.0%, and the tax rate fell to 10.7% from 22.0%, helped by tax benefits tied to the Indicor transaction and legal entity restructuring.

For the first six months, net revenues increased 9.9% to $4.204 billion from $3.826 billion. Application software contributed $2.372 billion, network software $858.5 million, and technology-enabled products $973.4 million. Organic revenue growth for the half-year was 5.3% overall, with acquisitions contributing 4.1 percentage points and foreign exchange 0.5 points.

Backlog at June 30, 2026 was $3.286 billion, up 11.0% from $2.961 billion a year earlier. Application software backlog was $2.369 billion, network software backlog was $608.4 million, and technology-enabled products backlog was $309.1 million. Following these announcements, the company's shares moved 0.7%, and are now trading at a price of $391.97. Check out the company's full 10-Q submission here.

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