Loading company filing…
Find a company. Follow its revenue through costs and profit.
Coverage includes separate ticker and security records; counts are not unique companies.
Sankey diagram of Roper Technologies, Inc.. A complete text table follows the diagram.
The serial acquirer buys durable niche software, converts customers into recurring and repeatedly purchased revenue, then uses the cash generation to compound again.
Swipe to explore
All Sankey amounts are reported revenue-stream or income-statement lines. Roper separately defines recurring software revenue and reoccurring software revenue; the title's $1.4B repeat-revenue figure combines those two reported categories.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Recurring software | 1 | $1.2B | Contractual and subscription-like |
| Reoccurring software | 1 | $224M | Repeat purchases without contracts |
| Non-recurring software | 1 | $204M | Licenses and project revenue |
| Technology-enabled products | 1 | $463M | Engineered niche-market hardware |
| Portfolio revenue | 2 | $2.1B | 68% recurring or reoccurring |
| Cost of sales | 3 | $642M | Software delivery and product cost |
| Gross profit | 3 | $1.5B | 69.4% gross margin |
| Selling, general and administrative | 4 | $884M | Decentralized portfolio operations |
| Operating income | 4 | $570M | 27.2% operating margin |
| From | To | Value |
|---|---|---|
| Recurring software | Portfolio revenue | $1.2B |
| Reoccurring software | Portfolio revenue | $224M |
| Non-recurring software | Portfolio revenue | $204M |
| Technology-enabled products | Portfolio revenue | $463M |
| Portfolio revenue | Cost of sales | $642M |
| Portfolio revenue | Gross profit | $1.5B |
| Gross profit | Selling, general and administrative | $884M |
| Gross profit | Operating income | $570M |