Roper Technologies, Inc. (ROP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Roper Technologies, Inc. ( ROP ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 11:10 AM EDT Company Participants Neil Hunn - President, CEO & Director Jason Conley - Executive VP & CFO Conference Call Participants Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Presentation Joseph Ritchie Goldman Sachs Group, Inc., Research Division All right. I think we're ready to kick it off. Day 2 of the Communacopia and Technology Conference. My name is Joe Ritchie. I cover the multi-industry sector at Goldman, also co-head our U.S. Industrials and Materials Research. Really happy today to have Roper with us today. We have Neil Hunn, President and CEO; as well as Jason Conley, CFO. Thank you guys for joining us today. Neil Hunn President, CEO & Director Yes, thanks for having us. Jason Conley Executive VP & CFO Yes, thanks for having us, great to be here. Joseph Ritchie Goldman Sachs Group, Inc., Research Division So Neil, year 3 at the Communacopia and Technology Conference. So at this point, you would think that folks would be pretty familiar with the Roper story, but for those that aren't, maybe just provide a little overview on your value creation framework, and we'll take it from there. Neil Hunn President, CEO & Director Yes. Just real briefly, think of us as a durable, steady, low range of outcomes, cash flow per share compounder. That's the mindset of the organization. In terms of the profile of the assets in the business, about $8.5 billion of revenue, 40% EBITDA margins, low 30% free cash flow margins. And perhaps interesting for investors is the portfolio of businesses are hard for investors to own individually because they're small. They're tiny businesses that are leaders in small markets. So we're the leader in a small TAM. So we have