10-Q 2026-07-31 ↗ compared with the reference 10-K 10-K 2026-02-24 ↗
Technical events and factor profile →
Roper Technologies warns of AI-related risks and increased competition from AI-integrated offerings. Among the new risks: unauthorized use of AI tools poses cybersecurity and data governance risks, increased AI adoption in markets heightens competitive threats to business and generative AI may produce inaccurate or misleading output in solutions.
| After the 10-Q | 1 session | 5 sessions | 20 sessions |
|---|---|---|---|
| ROP | +0.7% | +2.0% | +8.6% |
| Nasdaq-100 (QQQ) | +0.6% | +4.5% | +5.5% |
| Difference | +0.0% | -2.5% | +3.1% |
From the close before the filing. Historical data, not a prediction.
The use of AI tools by our employees, contractors, and other authorized users also presents operational, cybersecurity, intellectual property, confidentiality, and data governance risks. Unauthorized or inadvertent use of third-party AI platforms, AI coding assistants, or other AI-enabled development tools, including the submission of proprietary source code, confidential information, customer information, trade secrets, or other sensitive data to AI systems that are outside our controlled environments or are not approved for such use, could result in the unintended disclosure, retention, or use of such information, impair our ability to protect intellectual property, create contractual or legal obligations, or otherwise adversely affect our business, reputation, financial condition, and results of operations. We have experienced, and expect to continue to experience, instances of unauthorized or inadvertent use of AI technologies by personnel, however, such instances have not been material to the Company to date. While we maintain policies, technical controls, monitoring, and employee training governing the use of AI technologies, these measures may not prevent all unauthorized or inadvertent disclosures or misuse of sensitive information. In addition, unauthorized use of AI tools outside our approved governance framework (Shadow AI) may reduce the effectiveness of our information security, data governance, intellectual property protection, and records management controls.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $2.1B | $2.1B | $2.1B | $2.0B | $1.9B |
| YoY growth | +8.5% | +11.3% | +9.7% | +14.3% | +13.2% |
| Gross margin | 69.7% | 69.4% | 69.5% | 69.5% | 69.2% |
| Operating margin | 27.7% | 27.2% | 28.6% | 28.4% | 28.2% |
| Net income | $1.2B | $509M | $428M | $398M | $378M |
| Diluted EPS | 11.62 | 4.87 | 3.97 | 3.68 | 3.49 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
More optimistic than in the previous 10-Q (2026-05-01: +7, +8 points)
10-Q of 2026-07-31 · 35.6% positive sentences, 24.4% negative · 135 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Akre Capital · Chuck Akre
held since Q3 2023 or earlier |
7.8% | $398.1M | -6% |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.