Good morning. Brad Hewitt So I noticed that Tim Haddock, your VP of Acquisitions, is on the board of Certinia. Is there anything to read through there in terms of potentially seeing that relationship with Certinia evolve and deepen over time? Neil Hunn I wouldn't read too much into that. We have a board member and a board observer, and part of us delivering our knowledge, if you will, to that enterprise and also learning from the enterprise comes partially through the board interaction. And so I would not r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of inco ...

Neil Hunn Yes. Operator Thank you. And the next question comes from Brent Thill with Jefferies. Unidentified Analyst Hey, good morning, guys. This is [Dave] (ph) [Multiple Speakers] on for Brent. I appreciate you are taking some questions. Maybe just on the AI theme. I appreciate some of the color that you guys gave. I was curious, is there some sort of AI playbook that you guys are laying out for the portfolio of companies to be thinking through? Just curious how you're approaching that across the portfoli ...

Safe harbor statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward- looking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired businesses to be integrated and contribute to future growth, profit and cash flow expectations. Forward-looking statements may be indicated by words or phrases such as "antic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023. ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 51-0263969 (State or other jurisdiction of inc ...

财务数据和关键指标变化 - 总收入增长15%至14.7亿美元,其中有8%的有机增长和8%的并购贡献,受1%的汇率负面影响 [11] - EBITDA为5.82亿美元,保持在15%的水平,与预期一致 [12] - 每股调整后收益为3.90美元,同比增长19%,超出指引上限0.06美元 [12] - 自由现金流为4.45亿美元,同比增长4%,剔除一次性专利纠纷费用后同比增长14% [13][14] 各条业务线数据和关键指标变化 应用软件业务 - 收入为7.61亿美元,有机增长6% [18] - EBITDA利润率为43.2%,同比下降90个基点,符合预期 [21] - Deltek、Aderant和Vertafore等业务表现良好,Frontline业务整合顺利 [18][19][20] 网络软件业务 - 收入为3.55亿美元,有机增长6% [22] - EBITDA利润率为53.1% [22] - DAT、Loadlink、iPipeline和Foundry等业务表现出色 [22][23][24][25] 技术产品业务 - 收入为3.54亿美元,有机增长14% [28] - EBITDA利润率为34.7% [28] - Neptune、Verathon和Northern Digital等业务表现强劲 [29][30][31] 各个市场数据和关键指标变化 - 公司未具体披露各个市场的数据和指标变化 [无] 公司战略和发展方向及行业竞争 - 公司持续提升业务组合质量,提高经常性收入占比,保持高质量增长 [7] - 公司在医疗、教育等垂直行业保持领先地位,持续创新和提升客户价值 [18][19][20][29][30][31] - 公司在运输物流等行业保持领先地位,持续推动技术创新和提升客户粘性 [22][23][24][25] 管理层对经营环境和未来前景的评论 - 公司对2023年的经营环境保持谨慎乐观态度,预计全年有机收入增长6%-7%,调整后每股收益16.10-16.30美元 [9][33] - 公司认为自身的高质量、低周期性业务组合能够持续稳定表现,并有望进一步提升 [7][34] - 公司将继续保持谨慎、有纪律的资本部署策略,积极评估并购机会 [15][16] 问答环节重要的提问和回答 问题1 **Deane Dray提问** Deltek客户决策放缓的情况如何,是否受到银行动荡或建筑市场的影响? [41] **Neil Hunn回答** 公司密切关注这一信号,但目前影响较小,Deltek和其他业务的订单增长仍保持良好。公司已经为下半年经济放缓做好准备。[42][43] 问题2 **Scott Davis提问** 公司的货运匹配业务与卡车运输市场的关联程度如何? [49] **Neil Hunn回答** 公司的货运匹配业务与卡车运输市场存在间接关联,但不会直接受到运输量的影响。该业务的抗周期性源于现货市场的长期增长趋势以及现货价格与合同价格的动态关系。[50][51] 问题3 **Terry Tillman提问** Frontline业务的表现如何,是否符合收购时的预期? [56] **Jason Conley回答** Frontline业务正按计划推进,收入和利润目标没有变化。由于该业务主要在第三季度收取续订费用,因此上半年现金流转换率会较低。[58] **Neil Hunn回答** Frontline新任命的高管团队有助于公司快速整合并执行战略,聚焦客户体验和研发生产力,为未来发展奠定基础。[59][60]

业绩总结 - Roper的总收入为54亿美元，其中垂直软件收入为40亿美元，占总收入的75%[5] - Roper的有机收入增长率为20%，总收入增长率为13%[6] - Roper的EBITDA利润率为40%，其中垂直软件占收入的75%，医疗和水产品占收入的25%[6]

业绩总结 - Roper Technologies 2022年总收入为53.72亿美元，较2021年增长11%[16] - 2022年有机收入增长为9%，收购和剥离对收入增长的贡献为3%[15] - 2022年调整后的EBITDA为21.70亿美元，EBITDA利润率为40.4%[15] - 2022年调整后收入增长的主要驱动因素为有机增长和收购[15] 用户数据 - 2022年垂直软件收入为40亿美元，占总收入的约75%[6] - 2022年医疗和水产品收入为13亿美元，占总收入的约25%[6] - 2022年SaaS订阅收入为21亿美元，持续收入为29亿美元[6] 未来展望 - 2023年EBITDA利润率预计维持在约40%[9] - 自IPO以来，Roper的累计总股东回报为404%，显著高于标准普尔500指数的1863%[12] 新策略 - Roper的治理模型促进长期业务建设，专注于持续业务改进[11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 -------------------------- FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File Number 1-12273 ROPER TECHNOLOGIES, INC. (Exact name of Registrant as specified in its charter) ---------------- Delaware 51 ...

Great. Okay. Now let's take to your freight and logistics around DAT specifically. So to remind you, there's this tension between the cyclical freight dynamic and a secular push or a secular benefit that DAT and DAT's customers are experiencing relative to the spot market becoming a more efficient place to place freight. So there's tension between those two. From a cyclical point of view, we expected and have seen the carrier side of the network reduce a little bit. And it's -- and we expect it to reduce ov ...