ROP Earnings Prediction
The chart below shows how ROP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ROP sees a +0.20% change in stock price 10 days leading up to the earnings, and a +1.28% change 10 days following the report. On the earnings day itself, the stock moves by -0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
ROP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.76B
12.87%
2.78%
Gross Margin
69.23%
-1.27%
-0.40%
Operating Margin
28.14%
-1.37%
-2.26%
Net Margin
20.85%
-5.70%
6.16%
EPS
3.40
5.26%
8.97%
No Data Available
ROP Earnings Analysis
Roper Technologies, Inc. Common Stock Corporation (ROP.O) Earnings Conference Call
Positive
Revenue and EBITDA Growth: We grew total revenue by 13%, organic revenue by 4% and EBITDA by 10%.
Free Cash Flow Growth: We grew free cash flow by 15% in the quarter and by 20% on a TTM basis.
Transaction Campus Acquisition Impact: We completed the Transaction Campus acquisition, which is expected to deliver about $325 million of revenue and $105 million of EBITDA next year.
Revenue Guidance Increase: We are raising our full-year guidance to the high end of our range, expecting total revenue growth to be north of 13%.
Strong Financial Position: We continue to maintain a strong financial position with over $4 billion of capacity for capital deployment.
Negative
Organic Revenue Decline: The company reported a decline in organic revenue growth, which was only 4% compared to previous quarters.
Decline in EBITDA Margin: Operating margins were negatively impacted, with a decrease in EBITDA margin to 40.7%.
Customer Growth Challenges: The company faced challenges in customer growth, particularly in the enterprise software segment, which saw only 1% growth.
Non-Recurring Revenue Decline: There were significant declines in non-recurring revenue, particularly in new license sales, which affected overall revenue performance.
Liquidity Concerns Identified: The company acknowledged that net working capital as a percentage of revenue was negative 19%, indicating potential liquidity issues.
ROP FAQs
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ROP Earning Call Sentiment
Roper Technologies, Inc. (ROP) Q3 2024 Earnings Call Transcript
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ROP.O
1.87%Positive
The earnings call indicates strong financial performance with a 13% revenue increase and record free cash flow. The company raised its EPS guidance and has a solid M&A strategy. Despite some concerns in the Q&A about specific guidance and macro headwinds, the overall sentiment is optimistic, with growth in enterprise software bookings and strategic acquisitions. The positive financial metrics and strategic initiatives suggest a likely positive stock price movement over the next two weeks.