Overview
- Full-year adjusted EPS guidance is now $19.90–$19.95, reflecting roughly 10 cents of dilution from recent acquisitions.
- Fourth-quarter adjusted EPS is guided to $5.11–$5.16 versus a $5.25 LSEG consensus, including an estimated 5-cent impact from small deals.
- Q3 adjusted EPS came in at $5.14, topping estimates, on revenue of about $2.02 billion that rose 14% year over year with 6% organic growth.
- Roper deployed $1.3 billion on acquisitions in Q3, maintains more than $5 billion of capacity for additional M&A, and authorized a new $3 billion buyback.
- Operational headwinds included Neptune deployment delays and a copper tariff–related disruption, plus a September slowdown at Deltek linked to the government shutdown, and the stock fell about 7%.