Subtext

Roper Technologies, Inc. ROP

SectorInformation Technology
Transcripts60
Date range2009-04-26 – 2025-04-28
Calls charted60

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-11+0+11+212009 Q12012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q22009 Q1 · Overall: +3.52010 Q3 · Overall: +8.92010 Q4 · Overall: +4.22011 Q1 · Overall: +9.42011 Q2 · Overall: +13.22011 Q3 · Overall: +10.82011 Q4 · Overall: +6.02012 Q1 · Overall: +8.32012 Q2 · Overall: +11.52012 Q3 · Overall: +8.02012 Q4 · Overall: +8.02013 Q1 · Overall: +5.22013 Q2 · Overall: +3.72013 Q3 · Overall: +4.52013 Q4 · Overall: +7.42014 Q1 · Overall: +6.22014 Q2 · Overall: +12.22014 Q3 · Overall: +11.02014 Q4 · Overall: +8.72015 Q1 · Overall: +7.32015 Q2 · Overall: +3.12015 Q3 · Overall: +11.72015 Q4 · Overall: +1.42016 Q1 · Overall: +5.32016 Q2 · Overall: +6.42016 Q3 · Overall: +7.62016 Q4 · Overall: +7.22017 Q1 · Overall: +6.72017 Q2 · Overall: +9.62017 Q3 · Overall: +8.92017 Q4 · Overall: +6.82018 Q1 · Overall: +9.42018 Q2 · Overall: +13.92018 Q3 · Overall: +10.82018 Q4 · Overall: +10.82019 Q1 · Overall: +13.72019 Q2 · Overall: +11.12019 Q3 · Overall: +13.72019 Q4 · Overall: +11.12020 Q1 · Overall: +1.52020 Q2 · Overall: +8.12020 Q3 · Overall: +4.42020 Q4 · Overall: +7.82021 Q1 · Overall: +14.62021 Q2 · Overall: +13.72021 Q3 · Overall: +6.22021 Q4 · Overall: +14.02022 Q1 · Overall: +17.82022 Q2 · Overall: +6.92022 Q3 · Overall: +14.42022 Q4 · Overall: +14.02023 Q1 · Overall: +10.72023 Q2 · Overall: +12.92023 Q3 · Overall: +16.52023 Q4 · Overall: +14.02024 Q1 · Overall: +4.92024 Q2 · Overall: +14.72024 Q3 · Overall: +14.32024 Q4 · Overall: +18.52025 Q1 · Overall: +10.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-33-17+0+17+332009 Q12012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q22009 Q1 · CEO: +8.72010 Q3 · CEO: +12.32010 Q4 · CEO: +5.12011 Q1 · CEO: +11.82011 Q2 · CEO: +18.02011 Q3 · CEO: +6.02011 Q4 · CEO: +7.62012 Q1 · CEO: +11.02012 Q2 · CEO: +13.52012 Q3 · CEO: +10.72012 Q4 · CEO: +13.72013 Q1 · CEO: +8.42013 Q2 · CEO: +5.92013 Q3 · CEO: +8.72013 Q4 · CEO: +12.62014 Q1 · CEO: +8.82014 Q2 · CEO: +15.22014 Q3 · CEO: +11.42014 Q4 · CEO: +9.52015 Q1 · CEO: +10.02015 Q2 · CEO: +3.52015 Q3 · CEO: +14.32015 Q4 · CEO: +4.02016 Q1 · CEO: +8.82016 Q3 · CEO: +10.82016 Q4 · CEO: +9.82017 Q1 · CEO: +8.32017 Q2 · CEO: +11.42017 Q3 · CEO: +13.02017 Q4 · CEO: +8.72018 Q1 · CEO: +10.92018 Q2 · CEO: +19.42018 Q3 · CEO: +17.02018 Q4 · CEO: +16.62019 Q1 · CEO: +18.42019 Q2 · CEO: +13.52019 Q3 · CEO: +17.52019 Q4 · CEO: +17.22020 Q1 · CEO: +2.12020 Q2 · CEO: +9.02020 Q3 · CEO: +7.12020 Q4 · CEO: +10.22021 Q1 · CEO: +17.42021 Q2 · CEO: +19.62021 Q3 · CEO: +16.72021 Q4 · CEO: +18.82022 Q1 · CEO: +22.42022 Q2 · CEO: +14.42022 Q3 · CEO: +21.92022 Q4 · CEO: +16.82023 Q1 · CEO: +16.82023 Q2 · CEO: +17.92023 Q3 · CEO: +21.22023 Q4 · CEO: +19.72024 Q1 · CEO: +6.32024 Q2 · CEO: +22.92024 Q3 · CEO: +17.62024 Q4 · CEO: +22.92025 Q1 · CEO: +11.92009 Q1 · CFO: -4.02010 Q3 · CFO: +1.82010 Q4 · CFO: +5.12011 Q1 · CFO: +5.22011 Q2 · CFO: +4.32011 Q3 · CFO: +8.22011 Q4 · CFO: +10.62012 Q1 · CFO: +11.22012 Q2 · CFO: +8.42012 Q3 · CFO: +1.82012 Q4 · CFO: +0.02013 Q1 · CFO: +9.02013 Q2 · CFO: +2.62013 Q3 · CFO: +0.02013 Q4 · CFO: +4.12014 Q1 · CFO: +3.22014 Q2 · CFO: +10.12014 Q3 · CFO: +7.32014 Q4 · CFO: +4.72015 Q1 · CFO: -0.62015 Q2 · CFO: +6.52015 Q3 · CFO: +9.32015 Q4 · CFO: -2.22016 Q1 · CFO: -4.52016 Q3 · CFO: +11.12016 Q4 · CFO: +2.92017 Q1 · CFO: +0.02017 Q2 · CFO: +5.12017 Q3 · CFO: +11.92017 Q4 · CFO: +6.42018 Q1 · CFO: +15.72018 Q2 · CFO: +12.32018 Q3 · CFO: +9.92018 Q4 · CFO: +6.92019 Q1 · CFO: +11.52019 Q2 · CFO: +19.22019 Q3 · CFO: +23.82019 Q4 · CFO: +6.72020 Q1 · CFO: +4.02020 Q2 · CFO: +18.02020 Q3 · CFO: +7.82020 Q4 · CFO: +5.72021 Q1 · CFO: +22.42021 Q2 · CFO: +15.02021 Q3 · CFO: -7.02021 Q4 · CFO: +13.42022 Q1 · CFO: +28.92022 Q2 · CFO: +14.62022 Q3 · CFO: +15.22022 Q4 · CFO: +17.62023 Q1 · CFO: +11.52023 Q2 · CFO: +11.12023 Q3 · CFO: +16.42023 Q4 · CFO: +14.32024 Q1 · CFO: +15.62024 Q2 · CFO: +12.22024 Q3 · CFO: +11.62024 Q4 · CFO: +21.82025 Q1 · CFO: +19.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-15+0+15+292009 Q12012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q22009 Q1 · Prepared remarks: -5.52010 Q3 · Prepared remarks: +11.62010 Q4 · Prepared remarks: +6.72011 Q1 · Prepared remarks: +10.32011 Q2 · Prepared remarks: +18.42011 Q3 · Prepared remarks: +16.12011 Q4 · Prepared remarks: +8.52012 Q1 · Prepared remarks: +12.92012 Q2 · Prepared remarks: +12.02012 Q3 · Prepared remarks: +11.72012 Q4 · Prepared remarks: +12.22013 Q1 · Prepared remarks: +10.72013 Q2 · Prepared remarks: +8.02013 Q3 · Prepared remarks: +5.92013 Q4 · Prepared remarks: +18.02014 Q1 · Prepared remarks: +11.22014 Q2 · Prepared remarks: +14.22014 Q3 · Prepared remarks: +14.42014 Q4 · Prepared remarks: +9.12015 Q1 · Prepared remarks: +8.72015 Q2 · Prepared remarks: +2.72015 Q3 · Prepared remarks: +11.52015 Q4 · Prepared remarks: +3.32016 Q1 · Prepared remarks: +12.42016 Q2 · Prepared remarks: +3.92016 Q3 · Prepared remarks: +8.82016 Q4 · Prepared remarks: +9.52017 Q1 · Prepared remarks: +7.52017 Q2 · Prepared remarks: +11.82017 Q3 · Prepared remarks: +11.12017 Q4 · Prepared remarks: +11.72018 Q1 · Prepared remarks: +11.22018 Q2 · Prepared remarks: +20.82018 Q3 · Prepared remarks: +17.52018 Q4 · Prepared remarks: +19.82019 Q1 · Prepared remarks: +19.32019 Q2 · Prepared remarks: +11.52019 Q3 · Prepared remarks: +19.12019 Q4 · Prepared remarks: +16.12020 Q1 · Prepared remarks: +4.02020 Q2 · Prepared remarks: +11.72020 Q3 · Prepared remarks: +8.62020 Q4 · Prepared remarks: +9.32021 Q1 · Prepared remarks: +20.02021 Q2 · Prepared remarks: +21.82021 Q3 · Prepared remarks: +10.52021 Q4 · Prepared remarks: +21.82022 Q1 · Prepared remarks: +25.62022 Q2 · Prepared remarks: +20.82022 Q3 · Prepared remarks: +23.82022 Q4 · Prepared remarks: +24.12023 Q1 · Prepared remarks: +23.52023 Q2 · Prepared remarks: +21.52023 Q3 · Prepared remarks: +20.72023 Q4 · Prepared remarks: +24.72024 Q1 · Prepared remarks: +14.22024 Q2 · Prepared remarks: +21.52024 Q3 · Prepared remarks: +19.62024 Q4 · Prepared remarks: +24.82025 Q1 · Prepared remarks: +16.72009 Q1 · Q&A responses: +5.72010 Q3 · Q&A responses: +8.12010 Q4 · Q&A responses: +2.52011 Q1 · Q&A responses: +10.42011 Q2 · Q&A responses: +11.42011 Q3 · Q&A responses: +8.52011 Q4 · Q&A responses: +6.52012 Q1 · Q&A responses: +6.52012 Q3 · Q&A responses: +6.52012 Q4 · Q&A responses: +8.02013 Q1 · Q&A responses: +3.02013 Q2 · Q&A responses: +1.22013 Q3 · Q&A responses: +8.52013 Q4 · Q&A responses: +3.62014 Q1 · Q&A responses: +4.92014 Q2 · Q&A responses: +14.32014 Q3 · Q&A responses: +9.22015 Q1 · Q&A responses: +5.32015 Q2 · Q&A responses: +5.32015 Q3 · Q&A responses: +14.62015 Q4 · Q&A responses: +2.62016 Q1 · Q&A responses: +0.82016 Q2 · Q&A responses: +10.72016 Q3 · Q&A responses: +7.82016 Q4 · Q&A responses: +3.22017 Q1 · Q&A responses: +9.72017 Q2 · Q&A responses: +9.02017 Q3 · Q&A responses: +7.62017 Q4 · Q&A responses: +2.42018 Q1 · Q&A responses: +10.72018 Q2 · Q&A responses: +10.32018 Q3 · Q&A responses: +6.62018 Q4 · Q&A responses: +3.92019 Q1 · Q&A responses: +7.62019 Q3 · Q&A responses: +9.62019 Q4 · Q&A responses: +10.52020 Q1 · Q&A responses: -0.32020 Q2 · Q&A responses: +8.02020 Q3 · Q&A responses: +4.02020 Q4 · Q&A responses: +7.52021 Q1 · Q&A responses: +15.92021 Q2 · Q&A responses: +13.72021 Q3 · Q&A responses: +5.92021 Q4 · Q&A responses: +12.52022 Q1 · Q&A responses: +16.82022 Q2 · Q&A responses: +5.42022 Q3 · Q&A responses: +13.82022 Q4 · Q&A responses: +8.32023 Q1 · Q&A responses: +9.42023 Q2 · Q&A responses: +9.32023 Q3 · Q&A responses: +19.12023 Q4 · Q&A responses: +11.42024 Q1 · Q&A responses: +8.92024 Q2 · Q&A responses: +16.22024 Q3 · Q&A responses: +12.42024 Q4 · Q&A responses: +17.92025 Q1 · Q&A responses: +10.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$5.23$13.20$21.162009 Q12012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q22014 Q1: $6.332014 Q2: $6.582014 Q3: $6.722014 Q4: $6.882015 Q1: $6.982015 Q2: $7.212015 Q3: $7.172015 Q4: $7.442016 Q1: $7.172016 Q2: $7.292016 Q3: $7.122016 Q4: $7.252017 Q1: $9.302017 Q2: $9.642017 Q3: $9.862017 Q4: $10.142018 Q1: $11.292018 Q2: $11.722018 Q3: $12.152018 Q4: $12.252019 Q1: $12.452019 Q2: $13.202019 Q3: $13.572019 Q4: $13.712020 Q1: $13.592020 Q2: $12.702020 Q3: $13.482020 Q4: $14.642021 Q1: $14.952021 Q2: $15.552021 Q3: $16.022021 Q4: $15.272022 Q1: $15.872022 Q2: $16.182022 Q3: $14.502022 Q4: $15.852023 Q1: $16.482023 Q2: $16.942023 Q3: $17.612023 Q4: $18.402024 Q1: $18.682024 Q2: $19.042024 Q3: $19.522024 Q4: $20.06

Forward P/E

20.3026.4132.512009 Q12012 Q22014 Q22016 Q22018 Q22020 Q22022 Q22024 Q22014 Q1: 21.372014 Q2: 22.352014 Q3: 22.272014 Q4: 22.092015 Q1: 24.512015 Q2: 24.212015 Q3: 22.632015 Q4: 25.062016 Q1: 24.742016 Q2: 23.082016 Q3: 24.762016 Q4: 25.752017 Q1: 22.992017 Q2: 23.732017 Q3: 23.892017 Q4: 25.242018 Q1: 24.792018 Q2: 24.362018 Q3: 25.422018 Q4: 22.002019 Q1: 26.222019 Q2: 27.632019 Q3: 26.502019 Q4: 25.412020 Q1: 21.142020 Q2: 31.672020 Q3: 29.712020 Q4: 28.752021 Q1: 26.322021 Q2: 29.182021 Q3: 29.652021 Q4: 31.392022 Q1: 28.582022 Q2: 23.742022 Q3: 27.322022 Q4: 27.682023 Q1: 25.542023 Q2: 26.942023 Q3: 28.132023 Q4: 29.932024 Q1: 29.412024 Q2: 29.422024 Q3: 28.182024 Q4: 26.26

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↓ -2.3 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -4.2 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -10.2 fwd EPS ↑ +0.27 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +3.9 fwd EPS ↓ -0.27 Tone rose while the forward EPS estimate was cut.
  • 2017 Q4 tone ↓ -2.0 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.1 fwd EPS ↑ +0.43 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.6 fwd EPS ↑ +0.75 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -2.6 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.6 fwd EPS ↓ -0.89 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -3.7 fwd EPS ↑ +0.78 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -7.5 fwd EPS ↑ +0.46 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +7.8 fwd EPS ↓ -0.75 Tone rose while the forward EPS estimate was cut.
  • 2022 Q2 tone ↓ -10.9 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +7.5 fwd EPS ↓ -1.68 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -3.3 fwd EPS ↑ +0.63 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -2.4 fwd EPS ↑ +0.79 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -9.1 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-28+10.4——View →
2024 Q42025-01-30+18.5$20.0626.3View →
2024 Q32024-10-23+14.3$19.5228.2View →
2024 Q22024-07-24+14.7$19.0429.4View →
2024 Q12024-04-26+4.9$18.6829.4View →
2023 Q42024-01-31+14.0$18.4029.9View →
2023 Q32023-10-25+16.5$17.6128.1View →
2023 Q22023-07-21+12.9$16.9426.9View →