Roper Technologies, Inc.
ROP
Jodie read · what matters now
Revenue reached $7.9B and operating margin is +28.3%, yet the shares sit at a P/E of 27.6x and EV/sales of 6.4x.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ROP, and whether its market group begins moving.
Earlier comparable assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Revenue increased 11.3% versus the comparable filing period.
- Net income increased 53.7% versus the comparable filing period.
What weakened
- Operating margin fell 0.7 percentage points.
Filing receipts
“The change in net working capital was primarily driven by a decrease in deferred revenue predominantly due to the timing of SaaS renewals associated with our Frontline business, the timing of payments associated with incentive compensation and interest payments on our senior notes, partially offset by a decrease in accounts receivable and changes in tax-related balances.”
“The increase in foreign cash and cash equivalents was primarily due to cash generated at our foreign subsidiaries during the three months ended March 31, 2026, partially offset by 21 cash repatriation of $40.0.”
“The dollar increase was due primarily to higher stock-based compensation expense, partially offset by a reduction in fees for professional services.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ROP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 10 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ROP is currently a Participant in the organic co-movement group Staffing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.