Description

Roper Technologies’ DAT Expansion: From Load Boards to Data Platforms—and What That Means for ARPU!

Roper Technologies reported its fourth quarter and full-year 2025 financial results, showcasing a mixed performance amidst varied economic conditions. Positively, the company achieved a 12% increase in revenue and 11% growth in EBITDA, alongside an 8% rise in free cash flow for the year. These results highlight Roper’s robust financial health and ability to generate cash flow. The steady revenue growth was bolstered by strategic acquisitions and improvements in enterprise software bookings, particularly within its Application Software and Network Software segments. However, the company admitted to underperforming on organic growth, which fell below management’s expectations, particularly affected by specific underperforming units like Deltek, due to government shutdown headwinds, and Procare, which faced delays in implementation timing. For its Application Software segment, while Aderant and Vertafore showed solid performance, Deltek underwhelmed due to the sluggish GovCon market.