Roper Technologies, Inc. (ROP)

Roper Technologies’ adjusted EPS topped expectations while revenue came in line in the second fiscal quarter of 2026, reported July 23, 2026, with revenue up 8.5% to about $2.1 billion as the company continued to lean on its software and engineered-products portfolio. Adjusted EPS of $5.38 topped the $5.28 estimate (+1.9%) and rose 10.5% from $4.87 a year ago, while revenue of $2.109 billion came in line with the $2.095 billion estimate (+0.6%) and increased from roughly $1.9 billion a year earlier. Profitability stayed software-like, with gross margin at about 69.7% and operating margin near 27.7%, alongside gross profit of roughly $1.5 billion and operating income of about $584.7 million. Net income surged 208.9% year over year to around $1.2 billion, up from about $378.3 million a year ago. The quarter generated operating cash flow of about $469.5 million, and Roper returned cash through roughly $1.216 billion of share repurchases and about $94.0 million of dividends. For the next period, consensus calls for EPS of $5.79 on revenue of $2.175 billion.