Roper Technologies Details AI Strategy, Deal Discipline

Roper Technologies presented its strategy at the Goldman Sachs Communacopia + Technology Conference 2026. The company, which has a portfolio of 29 businesses with about $8.5 billion in annual revenue and 40% EBITDA margins, is focusing on deploying artificial intelligence to drive customer value and growth, not just to cut costs.

Chief Executive Neil Hunn said the business is producing steady results but noted that AI monetization is still early and organic growth has been harder to execute than hoped. Roper expects AI to show up in bookings first, then in recurring revenue, but sees no material revenue contribution yet this year.

The company aims to keep compounding cash flow per share at a mid-teens rate and eventually move toward the high teens. Management said organic growth is running at 5% to 7%, below its high-single-digit goal.