Equity Profile

ROP

Roper Technologies, Inc.

Information TechnologyApplication Software$39.3B

Jul24Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Roper Technologies, Inc. (ROP) operates in the information technology sector, focusing on application software....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well Roper is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and meet investor expectations.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ROP Q2-2026 Earnings Preview

Context

Company Snapshot

Roper Technologies, Inc. (ROP) operates in the information technology sector, focusing on application software. The company provides software solutions that help businesses improve their operations and efficiency, making it a key player in the growing tech landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-3.71%

Avg Stock Reaction

-2.41%

Last Quarter Recap

In Q1-2026, Roper reported an EPS of $4.87, slightly below the expected $4.97, resulting in a minor stock decline. This reflects ongoing challenges in meeting market expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Roper's upcoming earnings, hoping for a rebound in EPS and revenue growth. However, recent performance has raised concerns about the company's ability to meet expectations.

Bull Case

If Roper can demonstrate strong revenue growth and improved profitability, it could signal a turnaround, boosting investor confidence and stock price.

Bear Case

Conversely, if the company fails to meet EPS expectations again, it may lead to further declines in stock price, as investors could lose faith in management's ability to deliver results.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the recent EPS misses, the market will closely scrutinize this figure to assess Roper's profitability and operational efficiency.

How is revenue growth trending compared to last quarter?

Revenue growth is crucial for evaluating the company's market position and ability to compete effectively in the software industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Roper's potential for a rebound in profitability, given its historical ability to recover from disappointing quarters.

Supporting Evidence

Roper has a 75% EPS beat rate historically, suggesting a strong chance of exceeding expectations.

Options pricing suggests a lower expected move than historical averages, indicating potential for a larger reaction.

Recent insider selling may not reflect overall confidence in the company's long-term prospects.

Key Risk

If Roper's EPS exceeds $5.10, it could significantly shift market sentiment and expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Roper's ability to improve profitability and revenue growth after recent misses.

Bull Confirmed If

An EPS of $5.10 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $4.80 would confirm the bear case, raising concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.57%

Historical Avg

±4.0%

Pricing cheap

The options market is pricing in a modest move of about 2.57%, suggesting that traders expect limited volatility around the earnings announcement.

Options are pricing ±2.6% while ROP has averaged ±4.0% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

24.8%

Calls (5K)P/C Ratio: 0.07Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 29 similar setups.

Prior-quarter miss + options pricing cheap setup in Information Technology

n=29

Fade rate: 9 of 29 (31%)

This setup has occurred 29 times across Information Technology in the last 2 years. 20 of 29 (69%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 8.2%, with a raw directional average of +3.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Roper beats expectations, history suggests a potential stock increase of around 3% on the first day, reinforcing positive sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of about 0.65% on the first day, as investor confidence may wane further.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Details on revenue growth drivers, particularly in key software segments.
3Management's outlook for the remainder of the fiscal year.
4Insights into customer demand trends and market conditions.
5Any commentary on competitive pressures and how Roper plans to address them.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Roper Technologies, Inc. (ROP) operates in the information technology sector, focusing on application software....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well Roper is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and meet investor expectations.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ROP Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-3.71%

Avg Stock Reaction

-2.41%

Last Quarter Recap

In Q1-2026, Roper reported an EPS of $4.87, slightly below the expected $4.97, resulting in a minor stock decline. This reflects ongoing challenges in meeting market expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Roper can demonstrate strong revenue growth and improved profitability, it could signal a turnaround, boosting investor confidence and stock price.

Bear Case

Conversely, if the company fails to meet EPS expectations again, it may lead to further declines in stock price, as investors could lose faith in management's ability to deliver results.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the recent EPS misses, the market will closely scrutinize this figure to assess Roper's profitability and operational efficiency.

How is revenue growth trending compared to last quarter?

Revenue growth is crucial for evaluating the company's market position and ability to compete effectively in the software industry.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Roper's potential for a rebound in profitability, given its historical ability to recover from disappointing quarters.

Supporting Evidence

Roper has a 75% EPS beat rate historically, suggesting a strong chance of exceeding expectations.

Options pricing suggests a lower expected move than historical averages, indicating potential for a larger reaction.

Recent insider selling may not reflect overall confidence in the company's long-term prospects.

Key Risk

If Roper's EPS exceeds $5.10, it could significantly shift market sentiment and expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Roper's ability to improve profitability and revenue growth after recent misses.

Bull Confirmed If

An EPS of $5.10 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $4.80 would confirm the bear case, raising concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.57%

Historical Avg

±4.0%

Pricing cheap

The options market is pricing in a modest move of about 2.57%, suggesting that traders expect limited volatility around the earnings announcement.

Options are pricing ±2.6% while ROP has averaged ±4.0% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.4%

30d HV

24.8%

Calls (5K)P/C Ratio: 0.07Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 29 similar setups.

Prior-quarter miss + options pricing cheap setup in Information Technology

n=29

Fade rate: 9 of 29 (31%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Roper beats expectations, history suggests a potential stock increase of around 3% on the first day, reinforcing positive sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of about 0.65% on the first day, as investor confidence may wane further.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Details on revenue growth drivers, particularly in key software segments.
3Management's outlook for the remainder of the fiscal year.
4Insights into customer demand trends and market conditions.
5Any commentary on competitive pressures and how Roper plans to address them.