儒博(ROP)
搜索文档
Roper Q3 Earnings & Revenues Beat, Application Software Sales Rise Y/Y
ZACKS· 2024-10-24 02:26
Roper Technologies’ (ROP) third-quarter 2024 adjusted earnings of $4.62 per share surpassed the Zacks Consensus Estimate of $4.53. Earnings increased 7% on a year-over-year basis.Roper’s net revenues of $1.77 million beat the consensus estimate of $1.72 billion. The top line increased 13% year over year. Organic revenues grew 4%, driven by solid momentum in the Application Software segment. Acquisitions boosted sales by 9%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Segmental Pe ...
Roper(ROP) - 2024 Q3 - Earnings Call Transcript
2024-10-24 00:28
财务数据和关键指标变化 - 公司第三季度总收入为17.6亿美元,同比增长13% 有机增长为4% EBITDA增长10% [5][10] - 自由现金流达到7.19亿美元,同比增长15% [10][11] 各条业务线数据和关键指标变化 - 应用软件部门总收入增长23%,有机增长为5.5% EBITDA利润率为43.6% [16] - 网络软件部门有机增长为1%,受运输市场压力影响 [20][21] - TEP部门总收入增长4%,有机增长也为4% EBITDA利润率为35.4% [24] 各个市场数据和关键指标变化 - 企业软件订单增长在双位数范围内,显示出市场需求的回暖 [28] - 运输市场的稳定迹象开始显现,DAT和Loadlink业务的负面影响有所减轻 [35][36] 公司战略和发展方向和行业竞争 - 公司完成了对Transact Campus的收购,并将其与CBORD业务整合,预计将创造显著的价值 [12][15] - 公司在M&A市场上保持活跃,预计未来将继续进行高质量的收购 [8][27] 管理层对经营环境和未来前景的评论 - 管理层对未来的有机增长持乐观态度,预计第四季度将实现有机增长的加速 [7][28] - 对于运输市场的复苏,管理层表示有信心,认为市场正在稳定 [35][36] 其他重要信息 - 公司提高了2024年的全年收入增长预期至超过13% [27] - Transact Campus的收购预计将对公司的现金流产生积极影响 [12][15] 问答环节所有提问和回答 问题: 关于Transact Campus的战略 - 管理层表示此次收购是战略性意图的一部分,旨在通过整合实现更高的有机增长 [31][32] 问题: 关于自由现金流的表现 - 自由现金流的增长主要得益于强劲的执行力和续约季节的影响 [33][34] 问题: 关于网络软件业务的未来 - 管理层对DAT和Loadlink的市场稳定性表示乐观,预计将实现适度增长 [39][40] 问题: 关于企业软件订单的趋势 - 企业软件订单的增长趋势被认为是未来收入增长的良好信号 [44][46] 问题: 关于M&A活动的前景 - 管理层表示将继续在M&A市场上保持活跃,预计未来12个月内会有更多交易 [65][66]
Roper Technologies (ROP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2024-10-23 22:35
Roper Technologies (ROP) reported $1.76 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 12.9%. EPS of $4.62 for the same period compares to $4.32 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.72 billion, representing a surprise of +2.41%. The company delivered an EPS surprise of +1.99%, with the consensus EPS estimate being $4.53.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...
Roper(ROP) - 2024 Q3 - Earnings Call Presentation
2024-10-23 22:24
| --- | --- | --- | --- | --- | --- | --- | |-------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Q3 2024 | | | | | | | | Financial results | | | | | | | | | | | | | | | | October 23, 2024 | | | | | | | | | | | | | | | | --- ...
Roper Technologies Q3: Expanding Into Campus Software
Seeking Alpha· 2024-10-23 22:10
More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...
Roper Technologies (ROP) Tops Q3 Earnings and Revenue Estimates
ZACKS· 2024-10-23 21:05
Roper Technologies (ROP) came out with quarterly earnings of $4.62 per share, beating the Zacks Consensus Estimate of $4.53 per share. This compares to earnings of $4.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.99%. A quarter ago, it was expected that this industrial equipment maker would post earnings of $4.46 per share when it actually produced earnings of $4.48, delivering a surprise of 0.45%.Over the last four qua ...
Roper(ROP) - 2024 Q3 - Quarterly Results
2024-10-23 19:02
Roper Technologies announces third quarter financial results Sarasota, Florida, October 23, 2024 ... Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the third quarter ended September 30, 2024. The results in this press release are presented on a continuing operations basis. Third quarter 2024 highlights • Revenue increased 13% to $1.76 billion; organic revenue increased 4% • GAAP DEPS increased 6% to $3.40; adjusted DEPS increased 7% to $4.62 • GAAP net earnings increased 6% to $368 mi ...
Roper Technologies announces third quarter financial results
GlobeNewswire News Room· 2024-10-23 18:55
SARASOTA, Fla., Oct. 23, 2024 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the third quarter ended September 30, 2024. The results in this press release are presented on a continuing operations basis. Third quarter 2024 highlights Revenue increased 13% to $1.76 billion; organic revenue increased 4%GAAP DEPS increased 6% to $3.40; adjusted DEPS increased 7% to $4.62GAAP net earnings increased 6% to $368 million; adjusted net earnings increased 7% to $499 millionAd ...
Insights Into Roper Technologies (ROP) Q3: Wall Street Projections for Key Metrics
ZACKS· 2024-10-18 22:20
Wall Street analysts forecast that Roper Technologies (ROP) will report quarterly earnings of $4.53 per share in its upcoming release, pointing to a year-over-year increase of 4.9%. It is anticipated that revenues will amount to $1.72 billion, exhibiting an increase of 10.2% compared to the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timefr ...
RLDatix Appoints Dan Michelson as Chief Executive Officer
Prnewswire· 2024-10-15 23:16
文章核心观点 - 公司宣布任命Dan Michelson为新任首席执行官,接替Jeff Surges [1][2][3][4] - Michelson拥有30年医疗行业经验,曾担任Strata Decision Technology公司CEO,带领公司取得巨大成功 [1] - RLDatix是一家为医疗机构提供软件和服务的公司,在提高患者安全和降低风险方面发挥重要作用 [2][3][4] - 公司过去5年在客户群和产品组合方面实现了大幅扩张 [3] - 公司获得了Five Arrows和TA Associates两家投资公司的支持,期望在Michelson的领导下实现进一步发展 [3][4] 公司概况 - RLDatix是一家为全球6,000多家医疗机构提供软件和服务的公司 [2] - 公司的客户包括英国国民健康服务体系(NHS)、德国第三大私立医院集团Sana Kliniken、澳大利亚新南威尔士州卫生部以及美国20家最佳医院 [2] - 公司专注于整合风险、合规、患者体验、人力资源和供应商管理等方面的数据,为决策者提供关键洞见,提高医疗质量和患者结果 [5][6] 新任CEO简介 - Dan Michelson拥有30年医疗行业经验,曾担任Strata Decision Technology公司CEO,带领公司取得巨大成功 [1] - 在Michelson的领导下,Strata Decision Technology公司的企业价值增长30倍,连续10年获得"最佳KLAS"客户满意度奖,并被评为最佳工作场所 [1] - 此前Michelson还曾担任Allscripts公司的首席战略官和首席营销官 [1] 投资方背景 - 公司获得了Five Arrows和TA Associates两家投资公司的支持 [3][4] - Five Arrows是罗斯柴尔德集团的另类资产部门,管理约300亿美元资产 [7] - TA Associates是一家专注于成长型公司的全球领先私募股权公司,已投资560多家公司 [8]