Roper Technologies, Inc. ROP is scheduled to release third-quarter 2026 results on Oct. 22, before market open.
The Zacks Consensus Estimate for Roper Technologies’ third-quarter earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 1.9%.
The consensus estimate for the company’s revenues is pegged at $2.18 billion, indicating growth of 7.9% from the prior-year quarter’s figure. The consensus estimate for adjusted earnings is pinned at $5.79 per share, indicating 12.7% growth from the year-ago quarter’s number.
Let’s see how things have shaped up for Roper Technologies this earnings season.
Factors to Note Ahead of ROP’s Q3 Results
ROP’s Application Software segment’s third-quarter performance is expected to have benefited from strength across its Aderant, Deltek, Vertafore and CentralReach businesses. The growing adoption of SaaS solutions and continued GenAI innovation are likely to have been key catalysts to Aderant's business growth. The Deltek business is likely to have gained from the strong demand for SaaS solutions in the private sector.
The Vertafore business is anticipated to have performed well, driven by excellent enterprise delivery capabilities to large customers in the market. Strength in the CentralReach business, driven by higher recurring revenues, is expected to have acted as a tailwind for the segment. For the third quarter, the Zacks Consensus Estimate for the Application Software segment’s revenues is pegged at $1.24 billion, indicating a 6.9% increase from the year-ago reported number.
Roper Technologies’ Network Software segment is expected to have benefited from strong momentum across construction and freight match markets. Solid demand for AI takeoff solutions within the ConstructConnect business is likely to have driven the segment. Increased average revenue per user (ARPU), driven by an increase in the adoption of digital freight marketplace solutions, is likely to have supported the DAT business. Strength in SoftWriters and Subsplash businesses is also likely to have aided the segment. For the third quarter, the Zacks Consensus Estimate for the segment’s revenues is pegged at $444 million, indicating a 7.5% rise on a year-over-year basis.
The performance of the Technology Enabled Products segment is likely to have been driven by continued strength in medical products businesses, particularly precision measurement and airway management units. Solid momentum in the Verathon and NDI businesses, supported by strength across single-use BFlex & GlideScope offerings and cardiac, neurology & orthopedic precision measurement solutions, is likely to have been another tailwind. For the third quarter, the Zacks Consensus Estimate for the segment’s revenues is pegged at $490 million, indicating a 10.6% increase from the year-ago reported number.
ROP has remained focused on expanding its product offerings and market presence through buyouts, which is expected to have boosted its top line. In July 2025, Roper Technologies acquired Subsplash, a provider of cloud-based solutions. The inclusion of Subsplash’s modern technology platform, strong recurring revenue base and software-led payments capability is expected to aid ROP’s third-quarter results.
However, rising operating costs, owing to higher costs related to the amortization of acquired assets, are expected to have affected the company’s bottom line.
Also, given Roper Technologies’ extensive geographic presence, its operations are exposed to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt its overseas business.
Roper Technologies, Inc. Price and EPS Surprise
Roper Technologies, Inc. price-eps-surprise | Roper Technologies, Inc. Quote
Earnings Whisper
Our proven model predicts an earnings beat for ROP this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: ROP has an Earnings ESP of +1.13% as the Most Accurate Estimate is pegged at $5.86 per share, which is higher than the Zacks Consensus Estimate of $5.79. You can uncover the best stocks before they’re reported with our Earnings ESP Filter
Zacks Rank: ROP currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks With the Favorable Combination
Here are three other companies, which according to our model, have the right combination of elements to post an earnings beat this season.
Vertiv VRT has an Earnings ESP of +3.28% and a Zacks Rank of 3 at present. The company is slated to release third-quarter 2026 results on Oct. 28.
Vertiv’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being a negative 12.6%.
AMETEK, Inc. AME has an Earnings ESP of +2.12% and a Zacks Rank of 1 at present. The company is scheduled to release third-quarter 2026 results on Nov. 3.
AMETEK’s earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 4.9%.
Affirm Holdings, Inc. AFRM has an Earnings ESP of +11.03% and a Zacks Rank of 2 at present. The company is slated to release first-quarter of fiscal 2027 (ended September 2026) results on Nov. 5.
Affirm Holdings’ earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 379.4%.
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Roper Technologies, Inc. (ROP): Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).