ROP at a glance
Roper Technologies (ROP, SEC CIK 882835) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Roper Technologies (ROP) reported revenue of $7.9 billion (up 12.3% from FY2024) and net income of $1.5 billion. Diluted EPS was $14.20.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Roper Technologies (ROP) shares worth $14.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stipancich John K on July 27, 2026 of 2,000 shares at $379.05 per share.
- In the last 90 days, ROP insiders reported 0 open-market purchases ($0) and 2 open-market sales ($3.1M) on Form 4, a net sale of $3.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.9B
- +12.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$3.1M
- 13F holders
- 39 funds
- $14.4B · −2 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Total debt $9,355.9M as of Dec 31, 2025; goodwill $21,341.2M (~62% of total assets $34,577.0M), creating material impairment risk
- GDPR non-compliance penalties up to 4% of global annual revenue; EU AI Act adds high-risk classification compliance burden
- International revenue 13% of net revenues; exposed to U.S. tariffs on China, Canada, Mexico, UK and retaliatory trade actions
- Sole-source suppliers and concentration in Amazon Web Services, Google Cloud, Microsoft Azure, Oracle Cloud for SaaS delivery
- AI competitors (OpenAI, Anthropic, Google, Microsoft) may outpace Roper's AI integration, risking commoditization of offerings
Business Overview
- Diversified vertical software and tech-enabled products company; acquires and compounds cash flow across defensible niche markets
- Two major FY2025 acquisitions: CentralReach (~$1,850, ABA therapy SaaS/AI) and Subsplash (~$800, faith-based organization SaaS/AI); Loadlink merged into DAT
- $8,960 deployed across acquisitions in last three years, accelerating AI-enabled SaaS portfolio build-out across healthcare, education, and financial verticals
- 19,400 employees worldwide as of Dec 31, 2025; remaining performance obligations grew to $5,204.2 from $4,754.9 YoY
- Application Software dominates at 56.7% of net revenues ($4,483.0), with AI-enabled functionality now explicitly embedded across multiple segment businesses as a core differentiator
Management Discussion & Analysis
- Revenue $7,902.5M, up 12.3% YoY ($863.3M increase); organic growth 5.4%, acquisitions added 6.7%
- Operating margin 28.3% vs 28.4%; total segment margin 32.0% vs 32.2%; Network Software best at 43.5% vs 45.2%, Application Software weakest at 26.8% vs 26.5%
- Operating cash flow $2,540.3M, up 6% YoY; capex $47.4M; $500M buybacks in Q4 2025; $3B repurchase program authorized with $1,186.5M remaining as of Feb 2026
- Debt rose to $9,355.9M (32.0% of total capital) vs $7,669.2M (28.9%); issued $2,000M senior notes, repaid $1,000M at maturity
- Key risks: higher interest expense ($325.0M vs $259.2M), tariff/geopolitical uncertainty, debt-funded M&A pace; 2026 effective tax rate guided 21%–22%
AI summary of the ROP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $2,108.9M, up 8.5% YoY from $1,943.6M
- Operating margin 27.7% vs 28.2% YoY
- Best segment Network Software revenue $430.9M, up 11.8%; margin 41.0% vs 43.9%
- Worst margin Technology Enabled Products 33.3% vs 35.4%, pressured by input costs and consumables mix
- Operating cash flow $1,061.6M; repurchases $2,724.1M; net debt $10,954.5M vs $9,003.6M
- Outlook: inflation, tariffs, trade-policy changes, supply disruptions, labor shortages, and geopolitical risks as headwinds
Risk Factors
- Newly added AI risk: unauthorized employee use of AI tools has caused inadvertent exposure of proprietary, customer, or confidential data
- Most materially updated cybersecurity risk: AI-enabled attacks, deepfakes, prompt injection, data poisoning, and zero-day vulnerabilities broaden threat exposure
- Regulatory and compliance risk: cybersecurity incidents could trigger customer and regulator notifications, investigations, sanctions, fines, and litigation
- Competitive risk: faster competitor AI adoption could commoditize capabilities, disrupt offerings, and reduce demand
- Third-party concentration risk: reliance on AWS, Google Cloud, Microsoft Azure, Oracle Cloud, OpenAI, Anthropic, Google, and Microsoft creates outage and pricing exposure
AI summary of the ROP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Abhijit Dubey appointed to Roper’s Board, adding large-scale technology and AI operating expertise
- Dubey leads NTT DATA as CEO and Chief AI Officer, strengthening oversight of Roper’s software portfolio
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Abhijit Dubey elected director effective October 1, 2026, serving through the 2027 Annual Meeting
- New director brings additional board oversight; filing provides no stated succession or strategic rationale
Item EX-99.1: Item EX-99.1
- Executive and director trading restriction expected September 25–week of October 18, 2026
- Restriction covers Roper common stock and related derivatives acquired through company service
Item 5.04: Temporary Suspension of Trading Under Registrant's Employee Benefit Plans
- 401(k) recordkeeping transition from Vanguard to Fidelity effective October 2, 2026
- Participant trading, transfers, loans, and distributions restricted from September 25 through the week of October 18, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 with operating results and financial details
AI summaries of ROP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ROP
Don't miss the next ROP filing
- Alerts as it files. A push when ROP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ROP, by share count.
- Ask anything. An AI agent that reads every ROP filing and answers with sources.
ROP alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Dubey Abhijit | A | Oct 1, 2026 | 13 | - |
| Dubey Abhijit | A | Oct 1, 2026 | 619 | - |
| ARCHAMBEAU SHELLYE L | A | Sep 15, 2026 | 84 | - |
| ESTEVES IRENE M | A | Sep 15, 2026 | 78 | - |
| Joyce Thomas Patrick JR | A | Sep 15, 2026 | 78 | - |
| Stipancich John K | Sell | Jul 27, 2026 | 2,000 | $379.05 |
| Stipancich John K | M | Jul 27, 2026 | 2,000 | $228.84 |
| Stipancich John K | M | Jul 27, 2026 | 2,000 | $228.84 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.0B | $7.9B |
| Gross Profit | - | $4.9B | $5.5B |
| Operating Income | $1.7B | $2.0B | $2.2B |
| Net Income | $1.4B | $1.5B | $1.5B |
| Gross Margin | - | 69.3% | 69.2% |
| Op. Margin | - | 28.4% | 28.3% |
| Net Margin | - | 22.0% | 19.4% |
| Balance Sheet | |||
| Total Assets | - | $31.3B | $34.6B |
| Equity | - | $18.9B | $19.9B |
| ROE | - | 8.2% | 7.7% |
| Per Share | |||
| EPS | $12.89 | $14.35 | $14.20 |
| Cash Flow | |||
| Operating CF | $2.0B | $2.4B | $2.5B |
Source: XBRL data in Roper Technologies (ROP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ROP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $14.36B |
| Q1 2026 | 41 | $16.22B |
| Q4 2025 | 39 | $21.72B |
| Q3 2025 | 41 | $24.32B |
| Q2 2025 | 41 | $25.96B |
| Q1 2025 | 40 | $18.39B |
| Q4 2024 | 37 | $13.62B |
| Q3 2024 | 32 | $8.96B |
- BlackRock+410.7K (+4%)
- Millennium Management+73.3K (+66%)
- State Street Corp+21.0K (+0%)
- Prudential Financial+19.1K (+18%)
- Citigroup+15.9K (+5%)
- AQR Capital Management−780.3K (-80%)
- JPMorgan Chase & Co−733.6K (-47%)
- D.E. Shaw & Co−631.5K (-55%)
- Franklin Resources−518.5K (-80%)
- Morgan Stanley−251.5K (-16%)
- ASSOCIATED BANC-CORP+1.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 310 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ROP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - |
Related Industrials companies
- AME · AmetekIndustrial Instruments For Measurement, Display, and Control
- FTV · FortiveIndustrial Instruments For Measurement, Display, and Control
- MLAB · MESA LABORATORIES INC /CO/Industrial Instruments For Measurement, Display, and Control
- RAL · Ralliant CorpIndustrial Instruments For Measurement, Display, and Control
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
ROP SEC filings: frequently asked questions
Are ROP insiders buying or selling?
In the last 90 days, Roper Technologies (ROP) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $3.1 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ROP stock?
As of June 30, 2026, the largest Roper Technologies (ROP) holders among the 13F filers tracked by SignalX were BlackRock ($3.3 billion), Vanguard Capital Management LLC ($2.2 billion), Vanguard Portfolio Management LLC ($1.9 billion), State Street Corp ($1.7 billion), Invesco Ltd ($1.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ROP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Roper Technologies (ROP) reported revenue of $7.9 billion (up 12.3% from FY2024) and net income of $1.5 billion. Diluted EPS was $14.20. The figures come from the XBRL data in the 10-K.
What are the main risks in ROP's latest 10-K?
In the 10-K filed February 24, 2026, Roper Technologies (ROP) flagged: Total debt $9,355.9M as of Dec 31, 2025; goodwill $21,341.2M (~62% of total assets $34,577.0M), creating material impairment risk. GDPR non-compliance penalties up to 4% of global annual revenue; EU AI Act adds high-risk classification compliance burden. (AI summary of the Risk Factors section.)
What did ROP report in its latest 8-K?
Roper Technologies (ROP) filed an 8-K on October 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Abhijit Dubey appointed to Roper’s Board, adding large-scale technology and AI operating expertise.
What are the latest ROP SEC filings?
Roper Technologies (ROP) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on October 5, 2026.
What is ROP's SEC CIK number?
Roper Technologies (ROP)'s SEC Central Index Key (CIK) is 882835. EDGAR lists every ROP filing under that number.
Ask anything about ROP
The research agent reads ROP's filings, financials, insider trades and 13F holders, then answers with sources.