ROPER TECHNOLOGIES INC(ROP)Stock Analysis
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Rank #167 of 2,961 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ROP Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ROPER TECHNOLOGIES INC (ROP), a Technology sector company. 13F Pro's AI-powered ranking engine scores ROP at 71.9/100 on a 32-signal composite quality model, placing it at rank #167 of 2,961 stocks — the top 10% of the AI-ranked universe. ROP scores in the top quartile across institutional flow (87.5), free cash flow (85.6), revenue scale (84.4). Shareholder dilution risk is elevated at 39.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ROPER TECHNOLOGIES INC reports quarterly revenue of $2.1B, net income of $1.2B, an operating margin of 27.7%. Top institutional holders of ROP by reported 13-F value include BlackRock, WINDACRE PARTNERSHIP, DODGE & COX, based on the most recent SEC filings. ROP trades on the Nasdaq exchange and files with the SEC under CIK 882835. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROPER TECHNOLOGIES INC directly from SEC EDGAR. ROPER TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 58 and 75 since 2021, currently 71.9 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving ROP's Business? Latest 10-Q Breakdown
✓ 37/37 datapoints verifiedAI-extracted from ROPER TECHNOLOGIES INC's 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 8.5% to $2,108.9M on 4.9% organic growth, but net earnings of $1,168.5M were dominated by an $835.2M non-operating gain on the Indicor equity investment.
Biggest Revenue Drivers
Organic growth of 4.5% broad-based, led by legal, project-based private sector, P&C insurance, higher education and acute healthcare businesses
Organic growth of 7.1% led by medical products, highlighted by precision measurement and airway management, offset by water meter technology decline
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$2.1B
Net Income
Q2 2026
$1.2B
Operating Margin
Q2 2026
27.7%
ROIC
Q2 2026
7.8%
D/E Ratio
Q2 2026
0.61
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.3% YoYNet Income
-0.8% YoYOperating Income
+11.9% YoYEPS (Diluted)
-1.0% YoYTotal Assets
+10.3% YoYTotal Debt
+15.5% YoYOp. Cash Flow
+6.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $7.90B +12.3% | $7.04B +13.9% | $6.18B +15.0% | $5.37B +11.1% | $4.83B +20.2% | $4.02B |
| Net Income | $1.54B -0.8% | $1.55B +11.9% | $1.38B -69.5% | $4.54B +294.3% | $1.15B +21.4% | $949.7M |
| Operating Income | $2.24B +11.9% | $2.00B +14.4% | $1.75B +14.5% | $1.52B +22.8% | $1.24B +14.6% | $1.08B |
| EPS (Diluted) | $14.20 -1.0% | $14.35 +11.3% | $12.89 -69.7% | $42.55 +293.3% | $10.82 +20.5% | $8.98 |
| Total Assets | $34.58B +10.3% | $31.33B +11.2% | $28.17B +4.4% | $26.98B +13.8% | $23.71B -1.3% | $24.02B |
| Total Debt | $10.01B +15.5% | $8.67B +26.9% | $6.83B -7.2% | $7.36B -15.6% | $8.72B -13.3% | $10.06B |
| Operating Cash Flow | $2.54B +6.1% | $2.39B +17.6% | $2.04B +177.0% | $734.6M -63.5% | $2.01B +31.9% | $1.53B |
AI Insight: ROP Financial Trends
Revenue growth steady at 6% CAGR over two years, but operating cash flow has deteriorated sharply while debt climbed 35% to $11.3B.
• Revenue grew from $1,765M (Q3 2024) to $2,109M (Q2 2026), +19.5% cumulative; operating margin stable 27–28%.
• Operating cash flow fell from $755M (Q3 2024) to $470M (Q2 2026); latest quarter 38% below two-year average.
• Total debt rose 35% from $8,377M to $11,319M; debt-to-equity ratio increased from 0.45x to 0.61x.
⚠ Operating cash flow volatility—ranging $404M to $870M—suggests working capital or timing pressures masking underlying conversion.
⚠ Q2 2026 net income spike to $1,168M vs. ~$400M average prior quarters signals one-time gain; sustainability unclear.
AI Insight: ROP Ratio Trends
Net profit margin spiked to 55.4% in Q2 2026, but operational metrics suggest a one-time benefit masking modest underlying returns.
• Operating margin stable at 27–28% range; Q2 2026 at 27.7% shows no structural improvement despite NPM surge.
• ROE jumped to 25.0% and ROA to 13.3% in Q2 2026, but ROIC flat at 7.8% — suggests accounting or one-off gain, not operational leverage.
• Debt-to-equity rose from 0.45 in Q2 2025 to 0.61 in Q2 2026 — 35% increase in relative leverage over 12 months.
⚠ NPM volatility (19.5%–55.4% range last 4 quarters) indicates non-recurring items; sustainability of Q2 2026 profitability unclear.
⚠ ROIC remained ~7.8% across all quarters despite elevated leverage — capital deployment efficiency has not improved.
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Top Institutional Holders of ROP
BlackRock, Inc.
$3.3B9,890,694 shWINDACRE PARTNERSHIP LLC
$2.9B8,630,200 shDODGE & COX
$2.4B7,060,583 shVANGUARD CAPITAL MANAGEMENT LLC
$2.2B6,593,203 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.9B5,741,899 shSTATE STREET CORP
$1.7B5,158,880 shInvesco Ltd.
$1.4B4,270,321 shGEODE CAPITAL MANAGEMENT, LLC
$1.1B3,118,342 shWELLINGTON MANAGEMENT GROUP LLP
$890.3M2,631,070 shNORGES BANK
$701.9M2,074,272 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $3.3B | 9,890,694 |
| WINDACRE PARTNERSHIP LLC | $2.9B | 8,630,200 |
| DODGE & COX | $2.4B | 7,060,583 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.2B | 6,593,203 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 5,741,899 |
| STATE STREET CORP | $1.7B | 5,158,880 |
| Invesco Ltd. | $1.4B | 4,270,321 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 3,118,342 |
| WELLINGTON MANAGEMENT GROUP LLP | $890.3M | 2,631,070 |
| NORGES BANK | $701.9M | 2,074,272 |
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Popular Research
Is ROP a good stock to buy?
13F Pro's AI-powered analysis of ROPER TECHNOLOGIES INC (ROP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROP are available on the ROP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ROP is classified as a large company.
Which hedge funds own ROP?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROPER TECHNOLOGIES INC's investment landscape.