Slide 1: Investor Presentation – Jefferies Software Conference
INVESTOR PRESENTATION JEFFERIES SOFTWARE CONFERENCE JUNE 2, 2022 SIMPLE IDEAS. POWERFUL RESULTS.
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. These forward- looking statements may include, among others, statements regarding operating results, the success of our internal operating plans,
Slide 3: Consistent Strategy
CONSISTENT STRATEGY We compound cash flow by acquiring and growing niche, market-leading technology businesses. PAGE 3
Slide 4: Roper Summary
ROPER SUMMARY REVENUE & EBITDA* VERTICAL SOFTWARE (~75% of Revenue, 18 Businesses) (in $ billions) ~$5.2 $4.8 Guidance Mid-Point $4.0 $3.6 ~$2.1 $1.9 Guidance $1.6 Mid-Point $1.4 MEDICAL & WATER PRODUCTS (~25% of Revenue, 8 Businesses) 2019 2020 2021 2022E** Margin 38% 39% 40% ~40% Revenue EBITDA In
Slide 5: Value Creation & Governance Model
VALUE CREATION & GOVERNANCE MODEL Market-Leading Businesses in Defensible Niches • Substantial Excess Free Cash Flow • Resilient Organic Growth • Investment Grade Leverage • High Recurring Revenue Mix • Centralized Capital Deployment • Strong Margins • Customer Intimacy Redeploy Capital to Acquire F
Slide 6: Significant Outperformance vs. the Market
SIGNIFICANT OUTPERFORMANCE VS. THE MARKET CUMULATIVE TOTAL SHAREHOLDER RETURN (IPO – 12/31/21) Roper Technologies, Inc. S&P 500 TOTAL SHAREHOLDER RETURN $30,000 (12/31/03 – 12/31/21) 2,122% $25,000 $20,000 $15,000 $10,000 515% $5,000 S&P 500 ROP $0 Business • Outstanding Q2: Model Strong Growth, & S
Slide 7: Appendix
APPENDIX
Slide 8: Reconciliations
RECONCILIATIONS In $ billions. Note: Numbers may not foot due to rounding. * Presented on an Adjusted (Non-GAAP) basis; See financial disclosures from each respective period for reconciliations to GAAP results; As Reported includes discontinued operations PAGE 8 ** Preliminary estimates; subject to
Slide 9: Roper Technologies
Roper TECHNOLOGIES