Full Transcript: Roper Techs Q2 2026 Earnings Call

On Thursday, Roper Techs (NASDAQ: ROP ) discussed second-quarter financial results during its earnings call.

The full transcript is provided below.

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Access the full call at Summary Roper Technologies reported strong Q2 financial performance with revenue growth of 9%, organic revenue growth of 5%, and raised its full-year EPS guidance for the second time to a range of $22.15 to $22.30.

The company is seeing significant momentum in AI and automation, launching new agentic features across its portfolio, and expects these innovations to expand their addressable markets and enhance customer workflows.

Roper Technologies continues its disciplined capital allocation strategy, having repurchased 3.6 million shares during the quarter, and anticipates leveraging M&A opportunities as market conditions improve.

In the TEP segment, revenue and organic growth were strong, with expected margin improvements in the second half due to better pricing and product mix.

Management highlighted the importance of AI-driven product development, emphasizing their strategy to monetize these innovations primarily through tiered subscription pricing models, while acknowledging the variable pace of customer adoption.

Full Transcript OPERATOR Good morning.

The Roper Techs conference call will now begin.

Today's call is being recorded.

All participants will be in listen-only mode.

Should you need assistance, please signal a conference specialist by pressing zero.

I would now like to turn the call over to Zack Moxie, Vice President, Investor Relations.

Please go ahead.

Zack Moxie, Vice President, Investor Relations Good morning and thank you all for joining us as we discuss the second quarter financial results for Roper Techs.

Joining me on the call this morning are Neil Hunn, President and Chief Executive Officer; Jason Conley, Executive Vice President and Chief Financial Officer; Brandon Cross, Vice President and Chief Accounting Officer; and Shannon O'Callaghan, Senior Vice President of Finance.

Earlier this morning we issued a press release announcing our financial results.

The press release also includes replay information for today's call.

We prepared slides to accompany today's call which are available through the webcast and are also available on our website.

Now if you'll please turn to page two.

We begin with our Safe Harbor statement.

During the course of today's call, we will make forward-looking statements which are subject to risks and uncertainties as described on this page and in our press release and in our SEC filings.

You should listen to today's call in the context of that information.

And now please turn to page three.

Today we will discuss our results primarily on an adjusted non-GAAP basis for the second quarter.

The difference between our GAAP results and adjusted results consists of the following: amortization of acquisition-related intangible assets; financial impacts associated with our minority investment in Indicor; and, lastly, cash collected on outgoes beneficial interest which is the residual amount owed to APCO after it sells receivables to a third party and is classified within Cash Flows from Investing Activities.

Reconciliations can be found in our press release and in the appendix of our presentation on our website.

And now if you please turn to page four.

I'll hand the call over to Neil.

After our prepared remarks, we will take questions from our telephone participants.

Neil.

Neil Hunn, President and Chief Executive Officer Thank you, Zack.

And thanks everyone for joining us this morning.

You can see our agenda on page four, so let's get right into it.