Roper Technologies, Inc. ROP

Revenue Intelligence Report • 73 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Roper Technologies, Inc.'s latest quarterly revenue is $2.1B for the period ending 2026-06-30. The model projects $9.3B across the next four quarters (+12.7% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 3.0%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$9.33B
+12.7% YoY
SG&A Multiplier
$2.10 per $1
Training Fit
3.6% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $2.17B vs the actual $2.11B — an error of 3.0%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
Note: Roper Technologies, Inc. does not report R&D expenses separately. The model uses the available expense measure without a separate R&D term.

Revenue Forecast

ROP Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30		 $2.17B $2.11B $2.08B–$2.26B +11.8% ✓ In range
Q3 FY2026
Period end 2026-09-30		 $2.25B $2.12B–$2.38B +11.5%
Q4 FY2026
Period end 2026-12-31		 $2.27B $2.11B–$2.43B +10.4%
Q1 FY2027
Period end 2027-03-31		 $2.38B $2.20B–$2.56B +13.5%
Q2 FY2027
Period end 2027-06-30		 $2.43B $2.23B–$2.64B +15.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Roper Technologies, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.977 -2.3% In line with trend 17
FQ2 (Apr–Jun) 1.0131 +1.3% In line with trend 17
FQ3 (Jul–Sep) 1.0268 +2.7% In line with trend 17
FQ4 (Oct–Dec) 1.025 +2.5% In line with trend 17

Spending and Revenue

ROP Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 73 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 1.7564x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 73 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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