Roper TECHNOLOGIES INVESTOR PRESENTATION RAYMOND JAMES TECHNOLOGY INVESTORS CONFERENCE DECEMBER 7, 2022 SIMPLE IDEAS. POWERFUL RESULTS. SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking 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 contribu ...

Roper Technologies, Inc. (NASDAQ:ROP) Q3 2022 Earnings Conference Call October 26, 2022 8:00 AM ET Company Participants Zack Moxcey – Vice President-Investor Relations Neil Hunn – President and Chief Executive Officer Rob Crisci – Executive Vice President and Chief Financial Officer Jason Conley – Vice President and Chief Accounting Officer Conference Call Participants Deane Dray – RBC Capital Markets Scott Davis – Melius Research Joe Giordano – Cowen Christopher Glynn – Oppenheimer Julian Mitchell – Barcla ...

| --- | --- | |--------------------------------------------|-------| | | | | | | | | | | Q3 2022 FINANCIAL RESULTS OCTOBER 26, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired bu ...

1. 纪要涉及的行业或公司 * **公司**：Roper Technologies, Inc. (NASDAQ:ROP) * **行业**：K-12教育软件 2. 纪要提到的核心观点和论据 * **收购Frontline Education**：Roper Technologies以37.25亿美元收购Frontline Education，这是一家针对美国K-12教育市场的SaaS软件解决方案提供商。 * **收购价格和估值**：收购价格为37.25亿美元，净购买价格为33.75亿美元，相当于2023年EBITDA的19倍。 * **Frontline Education的业务特点**： * 高个位数有机增长 * 超过90%的收入为重复性收入 * 负40%的营运资本比率 * 强大的网络资本配置 * 预计2023年收入为3.7亿美元，EBITDA为1.75亿美元，EBITDA利润率超过47% * **收购原因**： * Frontline Education是K-12教育软件市场的领导者 * 该市场正在经历数字化转型 * Frontline Education拥有多个可持续的增长驱动因素 * 收购符合Roper Technologies的资本配置和公司战略 3. 其他重要但可能被忽略的内容 * **收购资金来源**：收购资金将来自现金和循环信贷额度，具体金额取决于向CD&R出售工业部门的交易完成时间。 * **收购后的财务状况**：收购完成后，Roper Technologies的净杠杆率预计为2.5倍。 * **收购对Roper Technologies的影响**：收购将使Roper Technologies在应用软件部门增加收入和EBITDA。 * **Frontline Education的产品和服务**： * K-12行政软件 * 人力资源管理 * 业务运营管理 * 学生管理 * 数据和分析解决方案 * **Frontline Education的市场地位**：Frontline Education在K-12教育软件市场占据领先地位，拥有广泛的客户群和强大的分销能力。 * **Frontline Education的增长驱动因素**： * 高客户保留率 * 重复性收入 * 长期 secular需求 * **收购对K-12教育市场的影响**：收购将有助于推动K-12教育市场的数字化转型。

| --- | --- | |----------------------------------------------|-------| | | | | | | | | | | FRONTLINE ACQUISITION CALL AUGUST 30, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired ...

Roper Technologies, Inc. (NASDAQ:ROP) Q2 2022 Results Conference Call July 22, 2022 8:00 AM ET Company Participants Zack Moxcey - Vice President, Investor Relations Neil Hunn - President and Chief Executive Officer Rob Crisci - Executive Vice President and Chief Financial Officer Jason Conley - Vice President and Chief Accounting Officer Shannon OÂ'Callaghan - Vice President, Finance Conference Call Participants Deane Dray - RBC Capital Markets Christopher Glynn - Oppenheimer Scott Day - Cornelius Joe Giord ...

| --- | --- | |-----------------------------------------|-------| | | | | | | | | | | Q2 2022 FINANCIAL RESULTS JULY 22, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating plans, and the prospects for newly acquired business ...

| --- | --- | |------------------------------------------------------------------|-------| | | | | | | | | | | INVESTOR PRESENTATION JEFFERIES SOFTWARE CONFERENCE JUNE 2, 2022 | | | SIMPLE IDEAS. POWERFUL RESULTS. | | SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forwardlooking statements may include, among others, statements regarding operating results, the success of our internal operating pl ...

Roper Technologies, Inc. (NASDAQ:ROP) Jefferies Software Conference June 2, 2022 4:30 PM ET Company Participants Neil Hunn - President and CEO Robert Crisci - EVP and CFO Conference Call Participants Unidentified Analyst All right. This is the best story that we're learning more about, and it's probably the most beautiful stock chart of the day, maybe the whole entire conference. So congrats on that. Neil is here, CEO and President; and Rob, EVP and CFO. And thanks, Zack, on the front row. We go back to the ...

Roper Technologies, Inc. (NASDAQ:ROP) Q1 2022 Earnings Conference Call April 26, 2022 8:30 AM ET Â Â Company Participants Zack Moxcey - Vice President, Investor Relations Neil Hunn - President and Chief Executive Officer Rob Crisci - Executive Vice President and Chief Financial Officer Jason Conley - Vice President and Chief Accounting Officer Shannon OÂ'Callaghan - Vice President, Finance Conference Call Participants Christopher Glynn - Oppenheimer Deane Dray - RBC Capital Markets Kiran Patel-O'Connor - Ba ...