Executive Summary
Roper Technologies, Inc. reported a strong financial performance for Q2 2025, delivering $1.943 billion in revenue, which marks a growth of 13.21% year-over-year (YoY) and 3.23% quarter-over-quarter (QoQ). Key metrics such as net income increased to $378.3 million, up 12.22% YoY, and earnings per share (EPS) rose to $3.52, reflecting a robust 11.75% increase YoY. Despite challenging market conditions, management's strategic focus on software and engineered products continues to drive resilient profitability metrics, underscored by a solid gross profit margin of 69.22% and an operating income margin of 28.21% for the quarter.
The ongoing expansion in Roper's software services segment, along with effective cost management strategies, has reinforced its operational efficiency. Management noted strong demand in the diagnostics and analytics space, which bodes well for future growth. However, the acquisition strategy poses risks that will require careful monitoring, especially given the substantial amount of cash utilized for acquisitions this quarter.
Key Performance Indicators
Revenue
1.94B
QoQ: 3.23% | YoY:13.21%
Gross Profit
1.35B
69.22% margin
QoQ: 4.00% | YoY:12.75%
Operating Income
548.30M
QoQ: 4.28% | YoY:10.95%
Net Income
378.30M
QoQ: 14.26% | YoY:12.22%
EPS
3.52
QoQ: 14.29% | YoY:11.75%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $1.943 billion (YoY: +13.21%, QoQ: +3.23%)
- **Gross Profit**: $1.345 billion (Gross Profit Margin: 69.22%, YoY: +12.75%, QoQ: +4.00%)
- **Operating Income**: $548.3 million (Operating Income Margin: 28.21%, YoY: +10.95%, QoQ: +4.28%)
- **Net Income**: $378.3 million (Net Income Margin: 19.38%, YoY: +12.22%, QoQ: +14.26%)
- **EPS**: $3.52 (YoY: +11.75%, QoQ: +14.29%)