Roper Technologies, Inc. · ROP · Next earnings

Roper Technologies, Inc. reports Thursday, Oct 22, 2026

ROP reports before market open with consensus EPS at $5.79 and revenue at $2.17B. Last quarter: Roper Technologies Beats Q2 Estimates, Raises Guidance on AI Momentum and Strong Cash Flow

Reports Before market open32 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $5.79 Calendar consensus
Consensus revenue $2.17B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session Before market open 32 days away

Where ROP left off: FY2026 Q2

Full report

Roper Technologies Beats Q2 Estimates, Raises Guidance on AI Momentum and Strong Cash Flow

EPS surprise +1.9% Reported $5.38 vs $5.28
Revenue surprise +0.6% Reported $2.11B vs $2.10B
Stock move +5.5% Event window
Subsequent drift +14.9% Up to 20 sessions

Full-year revenue growth guidance raised to above 8% total growth. Full-year DEPS guidance raised to $22.15-$22.30, up from the prior $21.80-$22.05 range issued after Q1.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around the pace of AI adoption and monetization across vertical markets.
  • TEP segment margin compression from higher input costs and consumable mix.
  • Freight market volume remains weak despite improving pricing dynamics for DAT.
  • Potential volatility in the GovCon market and timing of Deltek's turnaround.
  • Regulatory and legal exposure from the new federal freight broker liability framework.

Questions analysts left open

  • Relative attractiveness of share buybacks versus M&A on a risk-adjusted basis.
  • Timeline for material revenue uplift from Vertafore's six AI agents.
  • TEP segment margin dynamics and input-cost exposure.
  • Management of AI token spending and overall AI development costs.
  • Timing and materiality of Indicor divestiture proceeds.

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.