Broad-Based Revenue Growth & Organic Performance
Total revenue grew 8.5% YoY to $2.11B in Q2 FY2026, driven by 4.9% organic growth and 3.4% contribution from acquisitions. Revenue by segment was led by Application Software ($1.18B, +7.8%), Network Software ($430.9M, +11.8%), and Technology Enabled Products ($497.2M, +7.3%).
Equity Investment Gain Drives Net Income Spike
Net income surged 208.9% YoY to $1.17B, primarily due to an $835.2M gain on equity investment, reflecting an $828.6M increase in the fair value of Roper's stake in Indicor ahead of Indicor's planned instrumentation unit divestiture.
Backlog Expansion and Capital Allocation Strategy
Backlog reached $3.29B (+11.0% YoY). Roper executed significant capital returns, repurchasing $2.72B of common stock (7.865M shares) during YTD 2026 following an expanded $3.0B share repurchase authorization in April 2026.