Roper Technologies Details AI-Powered Growth Strategy

Roper Technologies presented at the Goldman Sachs Communacopia + Technology Conference on September 9, 2026. The diversified software company outlined its growth strategy, which includes a strong push into artificial intelligence (AI). CEO Neil Hunn and CFO Jason Conley described Roper as a portfolio of 29 businesses, including 21 software units, with about $8.5 billion in annual revenue, 40% EBITDA margins, and free cash flow margins in the low 30% range.

The company aims to keep compounding cash flow per share at a mid-teens rate and eventually move toward the high teens. Roper is using AI to drive customer value and growth, rather than just cutting costs. Hunn said AI is being deployed across all 21 software businesses, with early success in areas such as autism therapy, legal services, insurance, and pharmacy automation.

The company expects AI to show up in bookings first, then in recurring revenue, but sees no material revenue contribution yet this year. Roper's organic growth is running at 5% to 7%, below its high-single-digit goal. Management said the company continues to weigh share buybacks against M&A on a strict mathematical basis.